CENTEL sees advance booking pick up in Rayong & Trat as locals preferred short distance travel near BKK. Comment: And they’re planning to open all their F&B outlets by November. CPW sees positive 2Q sales momentum from Apple products & wearable items, firms on plan to add 7 branches in 2H, firms on 20% revenue […]
Read More →ASAP in talk M&A insurance broker, seeks to branch out from car rent, used cars sales business, launches mobile app penetrate individual clients, target 100k users by end of year. Comment: I am curious to see where this fellow takes his company. I enjoyed talking with him years ago. One of the few people that […]
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 →BIG BIG reported 9M16 net profit of Bt546mn, up109%YoY, boosted by mirrorless cameras. It expects a strong performance in 4Q16 brought by new products and higher sales thanks to many events. It expects 2016 revenue and net profit to mark a record high. Its board approved an interim dividend of Bt0.07/share. (Thun Hoon, 07/11/16) Comment: […]
Read More →AGE AGE plans to expand to Vietnam and Cambodia where demand is high. It expects 2016 revenue to grow 10-20% from this year’s Bt4bn. It plans to expand its seaport, which is expected to increase its capacity by 30%. (Thun Hoon, 16/12/15) Comment: The coal industry isn’t going anywhere and AGE is suffering with it […]
Read More →Names today: GCAP, JAS, KAMART, MATCH, MODERN, NCL, NUSA, PK, PTT, SGP, SUPER, SVOA, UWC, VGI GCAP GCAP licensed to engage in nano-finance and offer personal loans. It expects this to support robust earnings in 2H15. (Thun Hoon, 02/11/15) JAS JAS says it is ready for 4G auction for 1800MHz and 900MHz. It expects this […]
Read More →AOT AOT’s board has approved a computerized passenger-screening system at its six international airports on December 1. International passengers will be charged for this. It expects this to increase revenue by Bt120mn. (Khao Hoon, 23/09/15) BDMS BDMS expects 2015 revenue to grow 12% as targeted. It has a goal of 50 operating hospitals. It plans […]
Read More →AP AP expects 2H15 backlog of Bt14.47bn, of which Bt8.47bn is expected to be booked this year. It expects 2015 revenue of Bt25.3bn as it has achieved Bt20.9mn. (Khao Hoon, 22/09/15) BRR BRR plans to issue a Bt2bn 2-year debenture. It expects to use the cash from this to increase capacity to 23,000 tons/day. (Khao […]
Read More →AJD AJD expanding business to online top up machines. It has a three-month target to sell 20,000 machines with sale of 70,000 machines next year. The setup of a JV with YTO Express at Alibaba will finish this month. (Kao Hoon, 15/9/15) Comment: So they’ll try and compete with FSMART, quite curious to see if […]
Read More →ANAN ANAN plans to launch Bt9.8bn in new projects which will lift backlog from Bt34.3bn. 4Q15 earnings is expected to be the best this year. It expects 2015 revenue of Bt10-11bn. (Thun Hoon, 07/09/15) Comment: THB 34 bn of backlog as of end of ’15 seems like they are slightly lagging their plans AUCT AUCT […]
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