AMATA AMATA maintains 2017 land sales target at 1000 rai as it has negotiations ongoing with many foreign investors, despite selling only 170-180 rai in 1H17. (Thun Hoon, 31/8/17) AMATAV AMATAV signals 3Q17 earnings to this year’s record with many customers ready to book area in Amata City. It plans to increase land prices by […]

Read More →

BCH BCH signals strong 2H17 performance, driven by revenue from Social Security patients and better performance at WMC. (Thun Hoon, 27/7/17) Comment: WMC had been a drag on BCH ever since they launched it 4-5 years ago. The market is still betting on a turnaround in #’s something that has yet to be sustainable.  BCPG […]

Read More →

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 […]

Read More →

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. […]

Read More →

AP AP expects 2017 presales of Bt12.4bn. It plans to launch two condos worth Bt14bn in 2Q17 with a presales target of Bt4bn. Its backlog is Bt25.9bn, of which it expects to book Bt8.3bn this year. (Kao Hoon, 21/04/17) BCH BCH is budgeting Bt2.4bn for a 3-year investment plan. It plans to set up four […]

Read More →

ABC ABC plans to launch E-Payment service via WeChat Pay. It intends for this to be a payment application for Chinese tourists. It plans to partner with 10,000 stores. It expects this to contribute revenue of at least Bt1bn/month. (Kao Hoon, 21/02/17) Comment: Right…but then their actual revenue from this may only 1-3%? This company […]

Read More →

BA BA expects 2017 passenger growth of 13-15% and revenue growth of 10% but expects profit to be stable from 2016 as oil prices will be coming back up. It plans to expand to China in February-March, flying to Guangzhou and Chongqing. (Kao Hoon, 30/01/17) Comment: We’ve heard rumours of a new private airport just […]

Read More →

ALLA ALLA expects 2017 revenue to grow 30% from last year on the back of Bt400mn backlog, expects Bt300mn to be booked in this year. It plans to take part in crane providers for 3-4 clients in waste power plants (valued about Bt40-50mn/client). It is budgeting Bt150-180mn to expand its warehouse and factory. (Kao Hoon, […]

Read More →

AIT AIT expects 2017 earnings to recover and targets revenue of no less than Bt5bn supported by its backlog of more than Bt2bn. It plans to bid for government and private jobs with a total value of more than Bt20bn. It expects to conclude the deal to find a partner next year. (Thun Hoon, 02/12/16) […]

Read More →

AJD AJD reported 3Q16 net profit of Bt104.17mn, which brought 9M16 earnings to Bt309.8mn on higher sales of its top up machines (AJ Term Sabuy), which it targets to reach 50,000 this year. (Kao Hoon, 16/11/16) Comment: These are the fellows apparently working closely with Alibaba, if you believe in it somehow working (I still […]

Read More →