AAV
AAV’s CEO plans to launch 10 new routes, nine international and one domestic. The company is targeting key potential markets such as China and India. (Thun Hoon, 7/12/18)
Comment: They are just going to dominate the region with their lower costs. Again oil prices are key.
BANPU
BANPU is expanding its investment in a clean energy project called “Banpu Power Japan” in Tokyo and aims for total capacity of 400MW. (Thun Hoon, 7/12/18)
BTS
BTS will accept the maximum ticket fare of Bt65/trip for the whole system including the Green Line north and south extension from the BMA in exchange for extension of its concession. (Krungthep Turakij, 7/12/18)
MAJOR
MAJOR still aims to penetrate into the provincial market, where the cinema market is not yet mature compared to Bangkok. MAJOR expects this strategy to bring revenue growth of 10-15% next year. (Kao Hoon, 7/12/18)
Comment: It does appear that even though Netflix et all have come into the market, it hasn’t hurt the viewership for MAJOR. The main swing factor for them is the advertising revenue that goes straight to the bottom line
PSTC
PSTC will book extra gain of Bt280mn following the board’s approval to sell an 8% stake in TPN. The sale will bring in Bt450mn, which is sufficient for the pipeline expansion. This also eases fears of a cash call. (Thun Hoon, 6/12/18)
TM
TM expects 4Q18 to be the best quarter this year due to seasonality. The firm also expects revenue growth of 5% in 2019, in line with industry growth. (Thun Hoon, 7/12/18)
TPCH
TPCH expects to deliver record revenue and profit this year after the COD of six power plants with total capacity of 60 MW. The firm also plans to bid for another four power plants next year with total capacity of 49.3 MW. (Kao Hoon, 7/12/18)
Comment: Lets hope that the bidding goes through this time…
TVD
TVD expects revenue growth of 18% to Bt4.7bn in 2019 following the full-year consolidation of revenue from “Spring News” and online revenue. (Kao Hoon, 7/12/18)
Comment: Again the main issue we have is the multiple # of businesses that this relatively small organisation has to someone manage as a coherent group
WPH
WPH expects 4Q18 to be great owing to a rise in traffic on seasonality. Thus, the firm remains confident in revenue growth of 10% this year. (Thun Hoon, 7/12/18)

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