AH AH to invest Bt3.5bn in a JV with Sakthi, a major player in auto parts manufacturing. (Thun Hoon, 9/6/17) Comment: A rather strange JV and I’m not entirely convinced by it AIT AIT is to sign a new contract worth Bt594mn in the next 1-2 months. The company is also anticipating other biddings worth […]

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AIT AIT says it is ready to take part in system management projects both private and public. It got two Village Internet projects worth Bt850mn in 1Q17. This increases its work on hand to Bt3bn as of May 9. It expects to book Bt2.3bn this year and rest next year. (Post Today, 12/05/17) Comment: It […]

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AIT AIT targets 2017 revenue of Bt5bn. Its backlog is Bt3.4bn and it expects to recognize Bt3bn this year. It plans to take part in upcoming bids. (Kao Hoon, 17/03/17) Comment: Since it raised capital 3-4 years ago the company hasn’t had the ability to perform yet.    AMA AMA expects 2017 revenue growth of […]

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AIT AIT expects 2017 earnings to recover and targets revenue of no less than Bt5bn supported by its backlog of more than Bt2bn. It plans to bid for government and private jobs with a total value of more than Bt20bn. It expects to conclude the deal to find a partner next year. (Thun Hoon, 02/12/16) […]

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AAV AAV reported 3Q16 net profit of Bt396mn, +333% YoY. Behind this is 21% passenger growth to 4.3mn, opening two new routes, increasing number of flights (Bangkok-Udon Thani), and refinancing of two aircraft. It will pay a dividend of Bt0.15/share, XD on Nov 22. (Kao Hoon, 11/11/16) AGE AGE expects 2016 coal sales to reach […]

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AIT AIT has backlog of more than Bt3bn. It plans to bid for new jobs from both the government and private entities. It plans to announce a partner with which it will engage in data center operations in August. It is confident that 2016 revenue will reach Bt5.7bn. (Thun Hoon, 15/07/16) Comment: Well then who […]

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AIT AIT has backlog of Bt2.73bn, which it expects to realize in two years. It plans to bid for new jobs worth Bt18bn and expects to get at least 45-50%. It plans to expand its Data Center project with a partner with a budget of Bt800mn. It is negotiating with a partner to add new […]

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AIT AIT sets 2016 revenue target growth at 10% from Bt5.1bn in 2015 supported by its backlog of more than Bt3bn and government projects. It plans to start a data center project within 2Q16. (Kao Hoon, 25/03/16) APCO APCO sets 2016 sales target at Bt450 or growth of at least 10% and maintain gross margin […]

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AIT AIT is talking to A prospective partner to provide data center service. It expects this to need Bt400mn capital investment. It plans to ask board approval in April. It plans to take part in Bt10bn public bids, of which it expects to get 40-50%. (Khao Hoon, 25/02/16) Comment: They’ve come out saying a few […]

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ABC Asset Bright is expanding its business. It is preparing to open “ABC Pet World”, the biggest pet shopping center in Thailand, hopefully in 3Q16. It sees the pet market as valuated at Bt20bn with annual growth of 10-15%. (Khao Hoon, 18/2/16) Comment: Perhaps instead of me mocking ABC continuously I should be supportive of […]

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