AGE AGE expects 2Q17 to be strong from robust coal demand both domestic and overseas. The company has more than 300K tons of orders. Its strategy is to diversify risk and put more emphasis on sea logistics with eight coal transport ships in its current arsenal. (Thun Hoon, 15/6/17) ANAN ANAN expects 2Q17 revenue to […]

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ANAN Ananda said its 2Q17 presales could reach Bt2.9bn. It is going to launch seven new projects worth Bt22.7bn. 2Q17 revenue could reach Bt7.35bn. It also plans to issue new bonds worth Bt1bn. (Khao Hoon, 8/6/17) Comment: And things are progressing as per expectations BCH BCH to benefit from Social Security’s raise in medical reimbursement. […]

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ANAN ANAN is launching five projects worth in total Bt21.1bn along with its JV Mitsui at Paragon on June 22. Currently, the company has Bt42.5bn worth of backlog on hand to be recognized through 2019. (Kao Hoon, 6/5/17) Comment: A continuation of what they’ve been wanting to do for the past few years, now it […]

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ANAN ANAN expects to outperform its sector within the next three years. 2Q17 will benefit from strong sales volume . (Thun Hoon, 2/6/17) Comment: Let us hope for their sake that the property market continues it strength in new developments. BIZ BIZ received loan approval from CIMB Thai for the Cancer Treatment Center at Chulalongkorn […]

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AAV AAV expects this year’s performance to be robust supported by strong tourism and route expansion. The company expects the number of passengers to reach 19.5 mn with load factor at 85-86%. It also looks to open a new route to Vietnam in June. (Thun Hoon, 30/05/17) Comment: Still the best airline operator in the […]

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ANAN ANAN targets revenue to grow 300% within three years brought by economic recovery. Over the long term, it plans to launch 35 projects. Its existing backlog is Bt25bn. It plans to launch 17 projects worth Bt41.8bn this year. (Thun Hoon, 10/04/07) Comment: Despite the outraegous projection, it is entirely possible given the JV’s they […]

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ANAN ANAN plans to launch 17 projects, valued at Bt41.8bn. This will lift its backlog from Bt41.2bn – enough to cover revenue through next year. (Thun Hoon, 29/03/17) Comment: And the story continues the same as it has been for the past few years for ANAN, whilst the smart city story is a nice just […]

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A A expects 1Q17 sales to reach Bt2bn, with total sales of Bt9bn in 2017, bringing revenue of at least Bt6bn. It plans to launch eight new projects with a total value of Bt7.4bn. It has budgeted Bt1bn to buy land to develop new projects. (Thun Hoon, 22/02/17) Comment: The company seems to be continually […]

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2S 2S targets steel sales of 180,000 tons/year with an investment budget of about 5% of total assets. It also plans to improve machine efficiency which it expects will boost 1H17 performance. It also plans to expand to CLMV on the back of high demand. (Thun Hoon, 17/02/17) ACAP ACAP posted 2016 revenue of Bt468.8mn, […]

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AAV AAV plans to get six aircraft in 2017 to bring its fleet to 51. It will use the planes to expand its routes. It targets 19mn passengers next year. Its load factor is 84%. (Thun Hoon, 23/11/16) AJ AJ reported 9M16 profit growth of 349% YoY and expects 4Q16 to be good, backed by […]

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