BCP BCP projects 2018 gross refining margin will be close to 2017’s at US$6-7/bbl and average production volume of 111,000 bbl/day. It believes demand will still be high and plans to list BBGI in the stock market in 4Q18. (Thun Hoon, 23/11/17) Comment: They don’t really talk much about the failed investment in the oil […]
Read More →ASIAN ASIAN targets 2018 revenue to grow at least 10-15% after changing its strategy to expand its premium pet food and aquatic feed markets, replacing the fall in frozen tuna, shrimp and squid sales volume. It has budgeted Bt200mn to build new storage, which will increase storage capacity by 15,000 pallets. (T hun Hoon, 22/11/17) […]
Read More →BTS BTS targets 2019-21 revenue to grow by 25-30% on average from 2017, grounded in solid gains in its skytrain, advertising and real estate businesses. It will book an extraordinary gain of Bt2bn after completing the transfer of property, which it expects to finish in March 2018 . (Thun Hoon, 21/11/17) Comment: And if more […]
Read More →ETE ETE received a new project worth Bt131mn and reports 3Q17 earnings of Bt17.57mn, growing 184% with revenue of Bt404.67mn, growing 19.06%, from an increase in revenue from engineering services and energy businesses. (Khao Hoon, 20/11/17) Comment: And its already pricing this in plus far more… ICN ICN says it received a new project worth […]
Read More →Notable Transactions Buy(s) THB 372 mn SPALI – A switch between the warrants and the underlying shares by the major shareholders GIFT – A drop in the share price led to the founder coming in strongly Sell(s) THB 369 mn SPALI – See above
Read More →