A A targets 2017 revenue growth of 38%. It plans to launch 11 projects worth Bt24bn. It is budgeting Bt1bn to acquire land. (Kao Hoon, 22/03/17) Comment: Still one of the most impressive stock charts I’ve seen.    BEM MOT confirms that there is no problem regarding the MRT Blue Line extension. The cabinet has […]

Read More →

Notable Transactions Finally there’s been a fair amount of movement on both the buys and sells Buy(s) THB 138 mn GLOBAL – This director seems to believe rather strongly in the company at this price. Sell(s) THB 201 mn PACE – What’s going on here? SAMART – Looks like SIM and the continued delay of Cambodia […]

Read More →

ALLA ALLA expects 2016 revenue to grow 20% with backlog of Bt282mn. It expects most of its backlog to be booked this year. It expects to get a Bt200mn project in 2Q17. (Kao Hoon, 21/03/17) BAY BAY targets 2017 personal loan growth of 11% from last year’s Bt645bn on high demand. It targets savings deposits […]

Read More →

AJD AJD expects to benefit after NBTC announced distribution of 4mn digital coupons on Mar 2. It expects 1Q17 performance to be robust. It targets set-top box sales of 600,000 units this year. (Thun Hoon, 20/03/17) Comment: The difference between AJD and FSMART is that AJD will recognise sales 1x when a machine is sold […]

Read More →

ASN Broker Public Company Limited (SET:ASN) Managing Director, Mr. Tawatchai Cheevanon discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain the history of ASN and its business model. The company was established by both K. Thawatchai Lertrungruang and K. Vanchanog Varunaprabha in 2005 as a licensed insurance broker […]

Read More →

Public to get first crack at TFF’s IPO. The State Enterprise Policy Office (Sepo) will apply a small-lot first basis for the imminent initial public offering (IPO) of the Thailand Future Fund (TFF) to enable more retail investors to invest in the infrastructure fund. (Bangkok Post, 13/3/17) State keen to fast-track EEC PPP projects. The […]

Read More →

AIT AIT targets 2017 revenue of Bt5bn. Its backlog is Bt3.4bn and it expects to recognize Bt3bn this year. It plans to take part in upcoming bids. (Kao Hoon, 17/03/17) Comment: Since it raised capital 3-4 years ago the company hasn’t had the ability to perform yet.    AMA AMA expects 2017 revenue growth of […]

Read More →

AOT AOT expects no impact from the land rental issue with the Treasury Department of the rental payment of Bt1bn/year for Suvarnabhumi and Bt1.2bn/year for the other five airports. It expects to pay the rent by March using retained earnings. (Kao Hoon, 16/03/17) Comment: I was wondering how BAFS would perform with the new airport […]

Read More →

AKR AKR expects performance to be good on the back of a Bt400mn EGAT project and Bt157mn MEA project. It plans to take part in upcoming bids and government unit solar farm phase 2. It plans distribute solar cells for warehouses with a value of Bt2bn. It expects 2017 revenue to grow 50%. (Thun Hoon, […]

Read More →