AEONTS AEONTS expects loan growth of 5% in FY2018. In 1H18FY, it has already provided loans of Bt52bn. It plans to launch promotions to stimulate spending during the yearend festivities. It has entered Myanmar, Cambodia and Laos and expects loans to reach Bt13bn in FY2020, pushing foreign revenue up to more than 10% of total […]

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ADVANC ADVANC reported 3Q18 earnings of Bt6.8bn, -9%YoY. 9M18 earnings were Bt22.84bn, +2.1%YoY. It revised down service revenue growth to 3.5%-4.5% from the earlier 5-7%. 9M18 revenue grew by 3.9%YoY. (Kao Hoon, 2/11/18) Comment: If ADVANC is struggling, what will happen to TRUE and DTAC? AEONTS AEONTS is hurrying to introduce a marketing campaign to […]

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AEONTS AEONTS reported 1QFY18 net profit of Bt928mn, increasing 50% YoY. (Kao Hoon, 12/7/18) Comment: This has beaten everyone’s expectations.  BKD BKD reports a record high of backlog of Bt2bn, with Bt1.4bn to be booked this year. It plans to bid for projects both inside and outside Thailand. (Kao Hoon, 12/7/18) CHAYO CHAYO announced the […]

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AEONTS AEONTS’s loan growth improved YoY, backed by its strong credit card business. It expects the revived economy to enhance the ability for debt repayment, controlling NPLs to 2.35%. (Thun Hoon, 21/6/18) Comment: So all the news last year about the BOT limiting the customer types that can receive credit cards has had no impact […]

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So all over the news yesterday was that the BOT may come out with stringent new ruling on credit card, the table below was compiled by the clever folks over at Maybank Kimeng Thailand. KTC has been hammered by this and continues to be, AEONTs (no chart) appears to remain flat. So what? The worst […]

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AEONTS AEONTS expects 2016 loan growth to be better than last year. It plans to expand its credit card customer base by launching a marketing campaign. It targets to acquire 360,000 new cards. (Thun Hoon, 21/06/16) BCP BCP says oil sales in the first five months reached 2bn liters. It expects to reach 6bn liters […]

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ACC ACC’s shareholders have approved 300mn share capital increase, at par Bt0.25 with warrant at a ratio of 4:1 and an exercise price of Bt1.25. It will use the funds for business expansion. It expects 2016 revenue to turn around on the back of alternative energy and property business. Its power plant business has already […]

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ADVANC ADVANC expects 3Q15 net profit of Bt8.6bn (-4%) affected by decreasing service revenue and profit margin on sale of mobile handsets and rising marketing expense and depreciation. It expects 4Q15 earnings to be better because of the 4G auction. (Khao Hoon, 24/09/15) Comment: It’s the same story every couple of years for AIS, in […]

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AAV AAV has no impact from China stock market woes. It is ready to open four new routes from U-Tapao and Don Muang to various cities China in 4Q15. It is confident that 2H15 will be robust supported by a 14.5mn passengers. (Kao Hoon, 13/7/15) Comment: The stock market in China naturally doesn’t have any impact on […]

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