ABC ABC unveils new business model — ABC will start selling its products through its website. The new model is expected to attract new customers in the credit card segment. It targets a growth in its customer base to 1 million by yearend. The company’s work on JYP concert will also support income in December. […]
Read More →AUCT AUCT of interest to major and value investors (VI). These have slowly accumulated the shares, pushing share prices to close to ceiling. The company said there is an overflow of cars to be auctioned from the Customs Department and the second-hard market. It expects net profit to grow by more than 100% this year. […]
Read More →AIRA AIRA setting up AIFUL JV in 2014 and has three acquisition deals coming up. It expects its brokerage business to generate higher net profit than 2013’s Bt90mn as trading volume has recovered. It maintains its 2014 market share target of 1.3-1.5% and expects asset of over Bt20bn in 2016. (Kao Hoon, 08/09/14) Comment: A […]
Read More →AIT AIT says 2014 revenue will touch Bt6.4-6.5bn, far exceeding its target of Bt6.2bn, as it has already booked Bt4.4bn in revenue in 1H14 and expects to book Bt2bn of the Bt2.8bn of the current backlog in 2H14. It is waiting for bid results on a project worth Bt930mn and plans to bid for more […]
Read More →AGE AGE expects 2014 coal sales to hit target of 4mn tons, supported by strong demand from China. It expects revenue for the year to reach Bt7bn. Next year, it expects to start booking Bt60-70mn in revenue from its biomass power plant in Sukhothai. (Kao Hoon, 03/11/14) Comment: Nothing exciting happening here anymore. AKR Solar […]
Read More →ANAN ANAN expects 3Q14 earnings to be in the black from 3Q13 net loss of Bt96mn on booking revenue from a condo. The company is launching a new project worth Bt14.5bn, pushing backlog up from Bt17.5bn and generating revenue until 2016. It expects to reach its revenue target of Bt9bn as there is overwhelming demand. (Thun […]
Read More →ABC ABC’s financial statement reported sharp decline in net profit in 2Q14 due to the slowdown in the property market. It expects the use sale of idle land to repay debt. It is assessing the electronic business and will do a road show with a partner. (ASTV Daily Manager, 29/08/14) AS AS expects improving earnings […]
Read More →Been a bit quiet here because I’ve had multiple co visits in this week and I’ll share some quick n dirty thoughts on the aforementioned names GMM They swap the pay TV company to CTH in exchange for shares in CTH, the reasons for this are: PayTV was losing them 200 mil baht a month Digital […]
Read More →BTS BTS confirms a joint ticketing system cost of Bt399mn. Thailand Transport Portal will negotiate to increase quality instead. It expects no problem after it explains the structure to the group protesting. (Kao Hoon, 28/07/14) CHOW CHOW sees bright outlook for 3Q14 as steel price continues to recover, supported by more demand. Its power plant […]
Read More →Well that was fun morning session with the NCPO announcing a postponement for the 4G, specifically that it would auction in July next year 25 MHz of bandwidth on the 1800 MHz spectrum and 17.5 MHz on the 900 MHz spectrum. What happened? Well let’s have a look @ the charts. The telco sector is […]
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