AUCT AUCT will focus on urban areas in the east next year and is preparing to expand its line of business to boost revenue. (Khao Hoon, 26/11/15) Comment: Still a wonderful asset-light business model, but don’t care much for its valuation at the moment CSS CSS expects to have 2015 revenue of Bt4.8bn and get […]
Read More →We’ve been following Thailand’s mobile saga with great amusement the past few days watching the # of bidding rounds continuing to increase and the value of each bid getting higher and higher. So after a 30 hr bidding marathon the results came out as follows: It was concluded at the 86th round! True won the […]
Read More →BWG BWG has strong fundamentals, high retained earnings and no debt with D/E at 0.62X. It expects profit growth of over 30% in 2015 supported by expanding its customer base. The company expects profit of 35-40% in 2016 due to more customers from BOI and booking sales from 9.4MW power plant. (Than Hoon, 9/10/15) CI […]
Read More →AQ AQ expects net profit this year after 2014 net loss of Bt285.61mn on backlog of Bt300- 400mn. It plans to launch a new project “AQ Shadi Phaholyothin-Rangsit” in 2H15. (Thun Hoon, 30/09/15) Comment: Despite the quality of its projects, the stock is rather expensively valued. BECL/BMCL BECL expects the cabinet will okay the merger […]
Read More →AOT AOT expects 2015 net profit of Bt15bn (+22%) backed by growth in low cost airlines and increase of 10mn passengers. (Khao Hoon, 16/09/18) Comment: And the most expensive airline stock in the world continues growing & growing, what capacity issue? BDMS BDMS expects 2H15 earnings to be good on seasonality and more patients from […]
Read More →BKD BKD expects 3Q15 revenue to be higher than 2Q15. It expects to be awarded projects valued at Bt1.3bn in 4Q15. It expects 2015 revenue of Bt1.3bn as Bt2.5bn in backlog is expected to be booked. It targets 20% revenue growth next year. It plans to launch a property project in 2Q16. (Khao Hoon, 26/08/15) […]
Read More →ASIMAR ASIMAR says it is looking for a partner. It targets 2015 revenue of 15-20% as it expects to get two more jobs in 3Q15-4Q15. It expects to book revenue from two Cambodian ships. It plans to focus on ship maintenance jobs to increase margin from 10-30% to 50%. (Thun Hoon, 24/08/15) Comment: ASIMAR has been looking […]
Read More →AOT AOT says there is no impact from the Chinese yuan depreciation. Growth in Chinese tourist was 10-14% for eight months. (Post Today, 13/08/15) Comment: For once, I concur with this government enterprise. ARROW ARROW reported 2Q15 earnings of Bt56mn (+92%YoY). It plans to pay an interim dividend of Bt0.15/share, XD on Aug 21. It […]
Read More →ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]
Read More →AUCT AUCT expects 2Q15 earnings of Bt42mn, 12-13% revenue growth and 2.59% dividend yield. (Khao Hoon, 16/07/15) Comment: Despite it’s great growth, it looks like the retail investors are beginning to realise that the share price has been quite overvalued BJCHI Foreign investors are interested in BJCHI shares after it held a roadshow in Hong […]
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