AMATA expects 2H recovery, keeps 950 rais land sales target, and books 60-80% of Bt2.486b backlog this year. Comment: Seeing is believing. That EEC story seems to have disappeared. AMATAV keeps Bt1.5b revenue target this year, supported by transfers of 28 hectares of land and sales of ASCLT 1 and ASCLT 2 in Vietnam this […]
Read More →ACAP defaulted interest payment for bondholders of ACAP20NA due yesterday, SEC filing, Comment: That’s another one down. ADVANC’s insisted no personal info from customers was leaked during a scheduled test earlier this month – only non-critical info was exposed online as reported by foreign media. Comment: Singapore get your act together…do they really want to […]
Read More →APCO upbeats 1Q earnings from strong sales of health supplements products as demand for immunity booster grows. MTC said DSI’s officials raided its offices on March 20, following complaints about its lending rates, yet no charge was files. MTC said it charges <28% annual loan rates, in compliance with BOT’s rules. Comment: Well they are […]
Read More →CPF to set up shrimp farm in the U.S. to reduce logistic costs and tax barrier. FSMART to add 2,000 top-up machines and 4,000 vending machines this year, to start distribution biz and car title loans. Comment: Well there we go, more ways for low income earners to mortgage their future. LANNA buys RDF fuel […]
Read More →BPP to cod 19mw JPN solar & 52mw China geo-themal powerplants in 3Q, 660mw out of 1,320mw SLG coal-fired pp to cod in 4Q (BPP hold 30%), 660mw phase 2 to cod 1H20, 80mw Vietnam windfarm will start cod 4Q20 till 4Q21. III anticipates 2H turnaround from surging cargo traffic on seasonal, new route launched […]
Read More →BCPG BCPG expects 3Q18 earnings to be a record high as it will book extra gain from the sale of a solar farm project. The Bt3bn solar farm project will be sold to a mutual fund in Japan and the deal will be completed in September. (Thun Hoon, 18/9/18) BRR BRR is setting up a […]
Read More →AQ AQ reported Bt20mn profit in 1Q18 from Bt60mn loss in the same period of last year. Management reveals a plan to launch three new projects in areas with potential this year and is preparing to sell land via auction to repay bank debt. ( Thun Hoon, 14 / 5 / 18 ) ETE ETE […]
Read More →AU AU expects 2Q17 to do better than 1Q17 from stronger demand. The company plans to open seven new branches. (Thun Hoon, 27/6/17) Comment: Every potential dream looks fully priced in CK CK expects to win 20% more projects in 2H17 from new bids worth Bt400bn for five dualtrack train lines and three electric train […]
Read More →ACAP ACAP has been rated “BB” by TRIS, signaling stable growth and a strong balance sheet. (Thun Hoon , 14/6/17) EA EA will book contribution from two wind farms worth 45 MW with the third wind farm to start up soon and push total capacity to 404 WM in 2017. This will support performance to […]
Read More →AJD AJD expects to reach 50,000 mobile top-up machines nationwide this year after reaching 30,000 in mid-September. It expects to get revenue from Alibaba members in 1Q17. (Kao Hoon, 14/10/16) Comment: Perhaps Jack Ma being in town this week helped the sentiment behind this name ASIMAR ASIMAR plans to bid for a PAT job worth […]
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