AMA sees wider margins from marine transports as oil price dip, will add oil/chemical trucks to expand onshore revenue, firms on 15% revenue growth target. Comment: These shares have been in the news given the price movement this week ANAN expects big jump 2H supported by Bt34.9b backlog and completion of 6 condos projects worth […]

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AMATA expects jump start investments in EEC area following clarity of formation of new govt, sees IE lands trnsfr accelerate in 2Q, in talk to sell 320 acres land to clients, m/t 430 acres full yr sales t/g. Comment: Both WHA and AMATA are betting heavily on the EEC plan to pull them through AU […]

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AU sees solid 2Q from positive SSSG and newly added 10 branches in the quarter, will debut franchise network in HK in 2H, expects better earnings from recognition of initial fee, royalty fee and ingredients order from company, eyes 15% revenue growth target. Comment: They knocked 1Q19 earnings out of the park! DTAC appears uninterested […]

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AOT said passengers thru its six airports reached 38m in 1Q19, +4.49% yoy, largely driven by a rebound of Chinese arrivals. Foreigners travelers 23.194m +5.3%, domestic passenger 15.539m -1.2% yoy. Comment: Just wait for next year’s numbers, I wouldn’t be surprised to see another +20% jump in Chinese tourists AU target 15% revenue growth this […]

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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 […]

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AU AU reported 2017 earnings of Bt129mn, growing by 30.47% with net margin improving from 16.23% to 17.53% thanks to higher sales and effective cost management. It announced a dividend of Bt0.15/share, XD on May 7. (Khao Hoon, 02/03/18) Comment: Earnings of THB 129mn, a market cap of THB 10.6bn, ok, so perhaps they can […]

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AQ AQ expects to resume trading on the SET after filing its 2Q17 financial statement after auditor approval. It believes it can continue in business after paying Bt1.63bn in damages to KTB. It says losses in 1Q17 were lower than in 1Q16 on lower expenses and reserves, even though presales also declined. (Thun Hoon, 15/9/17) […]

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AU AU expects 2Q17 to do better than 1Q17 from stronger demand. The company plans to open seven new branches. (Thun Hoon, 27/6/17) Comment: Every potential dream looks fully priced in CK CK expects to win 20% more projects in 2H17 from new bids worth Bt400bn for five dualtrack train lines and three electric train […]

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ARROW ARROW is studying setting up a plant in Myanmar. It has budgeted Bt30mn to buy machines and improve its products. It expects 1Q17 performance to be good after substantial sales growth in the first two months of the year. (Thun Hoon, 10/03/17) AU AU approved cash and stock dividend. Its 2016 net profit was […]

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AMA AMA reported 2016 profit growth of 13% to Bt143mn. It plans to add one ship and begin shipments of palm oil to China, South Korea, Japan, Pakistan, Sri Lanka and Bangladesh. It expects 2017 revenue to continue to grow. (Kao Hoon, 2 3/02/17) AOT AOT is confident that it will not have to pay […]

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