ANAN ANAN plans to launch six projects to raise presales in 1Q18 out of the 22 projects worth Bt48bn targeted to launch this year. It expects 2018 presales to meet its goal with growth of at least 24% to Bt40.5bn. It plans to conduct a roadshow this year to expand its foreign customer base. (Thun […]

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ANAN ANAN plans to launch 22 projects in 2018, worth Bt48bn and targets presales and transferS to reach Bt40.5bn, growing by 76%. ( Thun Hoon, 18/12/17) Comment: Question is becoming, so now what for ANAN? Similar to what PSH has had to figure out after they achieved a certain size.  CRD CRD reports it have […]

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ATL ALT approved warrant issue at 4 existing shares for 1 warrant, XD on 12 December. It plans to use the funds to expand its business by investing in telecommunication projects for rent, as it intends to raise the proportion of recurring revenue to strengthen and sustain business growth. (Thun Hoon, 1/12/17) Comment: The key […]

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AMA AMA targets 2018 revenue to grow by 30%, as it plans to add two more ships and 30 trucks in response to the growth in the industry. It believes 4Q17 results will be outstanding from high season, which will lead 2017 revenue to make new high at Bt1.5bn. (Khao Hoon, 29/11/17) ANAN ANAN says […]

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ANAN ANAN targets 2018 total number of transfers to grow by 76%, reaching Bt40bn and targets presales to grow by 24% at Bt40bn as well. It plans to launch 22 new projects worth Bt48bn and has budgeted Bt9-11bn for investment to buy land. (Thun Hoon, 24/11/17) Comment: Still a straightforward story from this developer, the […]

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AIA AIA has increased its potential to be a leader in insurance market in Australia and New Zealand via an acquisition and 20-year partnership to sell insurance through banks. It expects this will add significant value to its business and create substantial growth in both revenue and earnings. (Thun Hoon, 2/10/17) ANAN ANAN reports that […]

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ANAN ANAN plans to launch three new projects worth Bt8.3bn. It targets presales of 60% of the value of the projects with a high demand outlook in BTS-attached condominiums. (Thun Hoon, 5/9/17) Comment: I do foresee a risk for all property names within the next 5 years, the average age of the population in Thailand […]

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AMA AMA believes 2H17 performance will grow, supported by high season. This is expected to push 2017 revenue to Bt1.5bn, 50% growth. (Khao Hoon, 28/8/17) Comment: That would be quite an achievement, 1H17 already shows revenues of THB 674 mn…but the company is already trading at a mkt cap of THB 7bn ANAN ANAN to […]

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ANAN 2Q17 earnings grew 33%, reaching Bt279mn. ANAN will pay an interim dividend of Bt0.06/share. Market consensus expects 2H17 earnings to continue to expand. (Thun Hoon, 09/08/17) CPF CPF’s 868.3mn newly-issued shares will begin trading today. These shares were issued as a rights offering (5 old :1 new) to existing shareholders for Bt25/share, giving CPF […]

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ANAN ANAN posted 2Q17 earnings of Bt279.46mn, +33.22%YoY with a 29.9% growth in revenue to Bt3.75bn. Its board approves a dividend of Bt0.06/share, XD on August 18. (Khao Hoon, 8/8/17) Comment: 1/3 above consensus and yet the price doesn’t move.   BIG BIG says 2H17 earnings will be better than expected, driven by store expansion. It believes […]

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