Another week of massive insider buying Notable Transactions Buy(s) ROJNA – Just wow. Haven’t seen action in ROJNA for years SUPER – Perhaps this is worth a closer look given the continuous buying by the MD/President TFG – He buys his own shares back at all price ranges for the past few years Sell(s) AIT […]

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AIT wins digital ticket pj from State Railway authority worth Bt920m. Comment: And IT co’s continue to win projects AOT to sell TOR for DMK airport duty-free concession Oct 24 – Nov 8, opens bid on Dec 11, drops CPN from auction on violation of TOR terms on dispute over Central Village pj. Comment: Well […]

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AIT revised up FY19 revenue target to Bt7b from Bt5b after clinched Bt3b 1H19, Bt9b backlog to realize till FY21, expects to win additional BB & core network replacement projects from current Bt2b bidding. Comment: So perhaps the entire IT sector shall recover again GGC upbeats 2H earnings from larger client base and wider use […]

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AIT AIT reported 3Q18 earnings of Bt61.8mn, -50%YoY. It expects revenue to drop and costs to stabilize next year. Backlog is Bt2.2bn. It is bidding for new projects to raise backlog. (Kao Hoon, 8/11/18) Comment: The traditional IT sector in Thailand has been dead ever since the military came in. ATP30 ATP30 reported 3M18 earnings […]

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ADVANC ADVANC opened up its AIS Next G service to run on all makes of Android smartphones. The company’s Next G app allows the company to penetrate 15 million Android smartphone users. The company expects revenue to grow 7-8% this year. (Kao Hoon, 8/6/18) AGE AGE expects operations to be good in 2Q18 as coal […]

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AIT AIT reported a 1Q18 net profit of Bt67mn, down 49.4% YoY. Its backlog of Bt3.1bn will be mostly booked this year. It targets 2018 revenue to grow 10% to achieve Bt6bn. (Khao Hoon, 10/5/18) Comment: It has been a difficult period for the IT players since the military took over. AMA AMA will add […]

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AIT AIT targets 2018 revenue at Bt6bn, implying a growth of 20% from last year. It plans to join the bidding for both government and private sector projects. It says the competition in the industry is still intense this year and it will focus on high margin projects. It will join the bidding for system […]

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AIT AIT targets 2018 revenue of Bt6bn, growing 20%, backed by its current backlog of Bt2.593bn, which will be booked as revenue. It reported 2017 earnings of Bt431.1mn and announced a dividend on 2H17 of Bt1.4/share, XD on 20 April 2018 . (Thun Hoon, 19/02/18) Comment: And is this the turning point for the industry? […]

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AIT AIT targets 2018 revenue to grow by 10% to reach Bt6bn on current backlog of Bt3bn, of which Bt2.6-2.bn will be booked as revenue in 2018. It plans to bid for new projects from both government and private sectors. (Thun Hoon, 4/1/18) Comment: More news flow seems to be coming from ths sector, AIT […]

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AIT AIT targets 2018 revenue to grow by at least 10% to Bt5.5bn, as it is going to book revenue from backlog of Bt4.1bn. It plans to bid for Bt20bn in new projects in both the government and private sectors. It believes 2017 revenue will achieve target of Bt5bn. (Thun Hoon, 8/12/17) Comment: The IT […]

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