AH AH maintains its revenue growth target at 3-5% this year, supported by growth in the automotive industry. It expects next year’s revenue to grow because its major customer, Isuzu, will launch a new car model. Its joint venture in Vietnam will launch a new car model in 3Q19. (Kao Hoon, 29/11/18) Comment: There’s a […]

Read More →

AH AH expects revenue to grow in line with growth in the automotive industry. 4Q18 revenue is expected to be better, backing its revenue growth target of 5% this year. (Thun Hoon, 27/11/18) KBANK KBANK continues to expand in ASEAN+3. Laos is its potential target. Private sector growth in Laos will help underwrite loan growth. […]

Read More →

AH AH expects 2H18 revenue to be outstanding, supported by automotive demand growth. It expects 2018 revenue to reach its target. (Thun Hoon, 27/9/18) AOT AOT is asking for approval of a Bt7bn budget for three investment projects. Nitinai Sirismatthakarn, the President, said the second phase expansion of Suvarnabhumi has progressed and the design contract […]

Read More →

AH AH expects 2018 revenue growth of 5% supported by the uptrend in the automotive industry. It expects to produce 2.08mn cars this year. It has budgeted Bt1.8bn to improve production and purchase robotic machines. (Kao Hoon, 30/8/18) Comment: Still am curious to see how their expansions into India and Vietnam play out. On paper […]

Read More →

AH AH is confident earnings will be good and confirmed the soundness of its fundamentals after the share price fell significantly yesterday. New customers continue to flow in. It expects revenue growth of 3-5% this year. (Thun Hoon, 20/7/18) Comment: If you take out the funny interest that they are receiving from the new Indian […]

Read More →

AH AH will join with VINFAST to build vehicle chassis factory in Vietnam worth Bt1.8bn. It will start operations in 3Q19. (Kao Hoon, 13/6/18) Comment: Thats just amazing for AH, if you know whats going on in Vietnam you’ll see that the government is essentially trying their best to mimic the koreans and develop their […]

Read More →

ABM ABM closed at Bt2.52, 40 %above IPO price on the first day of trade .The company will spend Bt135mn to expand its palm kernel warehouse, build wood pallets )for biomass power plant (and expand the sawmill . Management said lots of orders will underwrite 2Q18 sales growth of 30 %to 22,000 tons/month and it […]

Read More →

AH AH expects 1Q18 results will be outstanding and expects 2018 earnings to again make a new high as vehicle production has increased by 2mn. It is negotiating for joint venture and acquisition deals and plans to research setting up factories in Malaysia, Indonesia and Vietnam. It also plans to conduct a roadshow in the […]

Read More →

AH AH believes 2017 earnings will make a new high, as auto production has increased to 2mn. It expects revenue and earnings will continue to grow in tandem with increasing orders from economic recovery. (Khao Hoon, 6/12/17) Comment: Every automotive manufacturer has recovered, one fear we have is that there will be limited additional investments […]

Read More →

APICO Hitech Public Company Limited (SET:AH) President and Chief Executive Officer, Mr. Yeap Swee Chuan discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain the history and business model of AH. In the beginning, we were doing the assembling and distributorship of Ford automobiles and eventually as a […]

Read More →