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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BA BA expects 2H17 to be supported by tourism recovery. The company is going ahead with its new flight routes. It expects to get the EIA approval for the expansion of the Samui Airport to increase the number of flights to 70 per day in 3Q17. It is also benefiting from the kitchen expansion at […]

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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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AH AH expects contribution from SGAH in 3Q17 on top of an additional US$10mn in interest income. The process is expected to finish 2Q17. The company aims to improve this year’s performance by reducing cost and efficiency. (Thun Hoon, 29/5/17) Comment: And that has helped propel its stock price by some 11% today. ASP ASP […]

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AJ AJ reported substantial growth in 2016. It expects 2017 performance to be robust from expanding to Europe, stimulus measures, exports, and better purchasing power. It expects this to increase orders for BOPP, BOPET, and BOPA, which are used for packaging. It plans to introduce new products with higher margin. It also plans to do […]

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Bill Gross Bill Gross is out with his latest paper and he continues on his negative viewpoint on the world today with these keypoints How policymakers plan to solve a long-term global debt crisis: 1. As in Japan, the Eurozone, the U.S., and the UK, central banks bought/buy increasing amounts of government debt (QE), then […]

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AH AH reported 9M16 net profit of Bt400mn, higher than the Bt313mn for the full year 2015 on the back of cost control. It is talking to a prospective partner to expand to India and China. It is studying investment in auto parts for EV cars. (Thun Hoon, 25/11/16) ASIMAR ASIMAR expects 4Q16 performance to […]

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AUCT AUCT expects to have good news soon. It expects 2H16 to be growth and expects 3Q16 to recovery due to car bidding is recovery; It had bid for a 30k car in 1H16. (Thun Hoon, 05/09/16) BAFS BAFS expects 2016 revenue and profit to record a new high, as volume increases with the number […]

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ADVANC ADVANC plans to increase 2016 revenue target to accommodate greater revenue from services and a campaign to stimulate sales. It expects the 900MHz license to cut EBITDA margin in 2H16 to an average of 38-39% in the year. It expects maintain its 100% dividend payout. (Thun Hoon, 19/08/16) Comment: While the dividend payout ratio […]

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BAFS BAFS is confident that revenue will grow more than 9% in 2016 and expects net profit to be a new high, supported by a 7-8% increase in volume. (Kao Hoon, 08/06/16) Comment: A natural grower with AOT   CNT CNT expects 2016 earnings to be positive and plans to bid for a new job. […]

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