CK CK expects backlog to increase to more than Bt100bn. It also expects to get new projects worth at least Bt40bn from joining bidding for Bt200bn in projects. It is preparing to get CKP’s hydropower plant construction project worth Bt100bn. (Thun Hoon, 19/9/17) Comment: Its now just funny money for the big 4 contractors JSP […]
Read More →AP AP expects 2017 presales of Bt12.4bn. It plans to launch two condos worth Bt14bn in 2Q17 with a presales target of Bt4bn. Its backlog is Bt25.9bn, of which it expects to book Bt8.3bn this year. (Kao Hoon, 21/04/17) BCH BCH is budgeting Bt2.4bn for a 3-year investment plan. It plans to set up four […]
Read More →AKR AKR expects 2017 revenue growth of 50% to reach Bt2.5bn and expects 1Q17 earnings to be unchanged from 1Q16. It has backlog of Bt700mn, all of which it will book this year. It is waiting to bid for government projects valued at Bt2.5bn and expects to get 10-15%. It continues to sell solar panels […]
Read More →Bitcoin Is it possible that bitcoin has replaced gold as the go to safety currency during times of volatility and political turmoil? As ridiculous as this may first sound it may very well be the case when you look at these charts. We’ve seen the dollar go on a massive run in the past few […]
Read More →AJD AJD and partners set up two subsidiaries and is taking a stake of over 50%. It expects this to provide growth as well as lower risk from core business. (Thun Hoon, 25/01/17) AOT AOT expects passenger pass-through to reach 3.87mn with 23,000 flights on Chinese New Year. It says tourists from China dropped to […]
Read More →AKR AKR expects 2016 revenue to grow 25% from 2015’s Bt2.11bn. It expects revenue to grow an average of 20% annually from 2017 because it is a leader in Thailand with 25% market share as well as numerous orders. It plans to take part in bids for public projects. (Thun Hoon, 11/10/16) BJCHI BJCHI plans […]
Read More →ADVANC ADVANC plans to increase 2016 revenue target to accommodate greater revenue from services and a campaign to stimulate sales. It expects the 900MHz license to cut EBITDA margin in 2H16 to an average of 38-39% in the year. It expects maintain its 100% dividend payout. (Thun Hoon, 19/08/16) Comment: While the dividend payout ratio […]
Read More →AEONTS AEONTS issues debenture of Bt8bn which it will use to refinance and as funding to support its business. It reported 1H16 profit of Bt515.84mn supported by more credit card revenue. (Thun Hoon, 08/07/16) Comment: Still one of the best operators in town AOT AOT has budgeted Bt194bn to develop its six airports over […]
Read More →AKR AKR is bidding for government transformer jobs worth Bt3bn and expects to get 10-15%. It expects to get solar job from EPC worth more than Bt400mn. This will support 2016 revenue to reach Bt2.5bn. It plans to expand to Indonesia and Vietnam. (Thun Hoon, 06/07/16) CHG CHG expects 2H16 earnings to double supported by high season […]
Read More →ADVANC ADVANC is now left as the only applicant in the running to take part in the upcoming reauctioning of a 900MHz licence. (The Nation, 18/05/16) Comment: It should be an uneventful auction… ASEFA ASEFA expects 2016 revenue to grow 15-20% on the back of Bt1.7bn backlog. It expects this to cover revenue till […]
Read More →