BANPU BANPU stands to benefit from climbing coal price. Management expects revenue to grow 20% in 2017. Power business is also doing well both domestically and overseas. It is also looking to add another 1,000 MW to BLCP in order to support EEC. (Thun Hoon, 26/06/2017) Comment: What climbing coal price? CNT CNT received new […]

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ATP30 ATP30 expects 2Q17 earnings to be better than 1Q17 as it will book revenue from major clients. It is talking with 2-3 clients in an IE in the northeast and expects to benefit from EEC. Revenue growth in 2017 is expected to hit target of 15%. It is budgeting Bt120mn to buy 30 new […]

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ACAP ACAP plans to revise up its 2017 loan target from Bt6bn after already achieving Bt5bn in 1Q17. It is talking to a prospective partner to engage in home loans in Myanmar and Cambodia. (K ao Hoon, 23/05/17) AMATA AMATA expects 2017 revenue to be better than last year thanks to EEC. It has land […]

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AOT AOT reported 2QFY17 earnings of Bt6.47bn, up 17%. This brought 1HFY17 earnings to Bt11.49bn with 65.59mn passenger pass-through. (Kao Hoon, 16/05/17) Comment: What tourism slowdown? Only 5% of the Chinese have passports, just imagine if 10% have passports (note for US citizens its about ~35%-40% depending upon which stat you look at) ARROW ARROW […]

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ASIMAR ASIMAR plans to do takeover and M&As abroad to provide growth. It plans to take part in domestic bids, especially steel structure for Suvarnabhumi phase 2, valued at Bt400mn, after it getting the first phase of this project. It will also take part in the roof structure for the MRT Green Line worth Bt100mn. […]

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AAV AAV plans to expand its routes to and from U-Tapao and CLMV and India. It targets load factor of 84% in this year with market share of 30%. It expects 2017 revenue to grow not less than 16%. (Thun Hoon, 24/04/17) Comment: I can just see this airline continuing to dominate the skies in […]

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BANPU BANPU targets 2017 coal sales to reach 47mn tons. It expects to benefit from higher coal price. It plans to acquire coal mines in Indonesia and Australia to underwrite future growth. (Kao Hoon, 18/04/17) BLA BLA expects to show a net profit of Bt1.2bn in 1Q17 after last year’s loss of Bt6.9bn. Behind this […]

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AOT AOT expects passenger pass-through via its 6 airports to reach 5.36mn during the 14-day Songkran festive season, an increase of 12.05% YoY, with 32,000 flights, up 7.22%YoY (Kao Hoon, 05/04/17) Comment: What slowdown in tourism?   BIZ BIZ wins a project for radiation therapy machine installation worth Bt84.9mn at Roi-et Hospital. The contract will […]

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ATP30 ATP30 targets 2017 revenue growth of 15% to Bt350mn. It has backlog on hand of Bt600mn and plans to book revenue of Bt300mn this year. It has budgeted Bt120mn to buy buses and vans to increase its service potential. (Kao Hoon, 28/02/17) BANPU BANPU expects 2017 earnings to be better than 2016, both revenue […]

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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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