ADVANC ADVANC is implementing new upgrades to its “superblock” bandwidth structure, aiming to reinvigorate the country’s largest mobile operator as it faced stagnant subscriber growth the past few years because of a saturated mobile market. It claims the new superblock will help boost service speeds by 30%, while accommodating up to 52 million customers. (Bangkok […]

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AMATA AMATA expects land sales to reach 925 rai this year as it already sold 350 rai. It is dealing with customers to sell several hundred rai, especially in the EEC. It expects to revenue contribution from recurring income to rise to 80% from 60% now. It is studying investment projects in Myanmar and Laos. […]

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AOT AOT expects 2018 earnings to be a record high Bt20bn. 10M18 passenger pass-through grew 12%YoY. It proposes adding four airports under its management: Udon Thani, Sakon Nakhorn, Chumphon and Tak. It is waiting for cabinet approval, expected in September. (Thun Hoon, 28/8/18) Comment: What Phuket issue? Ignore the news regarding all this tourism rubbish, […]

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BIZ BIZ to join auctions of government and private organizations, aiming to get projects worth Bt200-300 in portfolio. The current backlog is Bt1.46bn. It aims to hit sales growth of 10% this year. Recently, shareholders approved paying dividend of Bt0.08/share. ( Thun Hoon, 23/4/18) CK CK is planning to join three auctions valued at Bt4.3bn. […]

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ABM ABM said 2Q18 earnings are expected to be strong, driven by a lot of orders. It expects sales in the quarter to surge 30%, reaching Bt22bn/month from 1.4-1.5 Million tons/month. (Khao Hoon, 20/4/18) BIZ BIZ’s shareholders approve dividend of Bt0.08/share. The payment date is May 9. It has current backlog of Bt1.46bn, with recognition […]

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BANPU – BPP Court closes book on Banpu dispute. Miner will pay B2.7bn to jilted plant partner. The Supreme Court brought a decade long dispute to a close yesterday, ordering Banpu Plc to pay 2.7 billion baht to Siva Nganthavee over activities that negatively affected Thai-Lao Lignite Co’s (TLL’s) involvement in the Lignite Hongsa coalfired […]

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AMA AMA projects 2018 revenue to grow by 30%, backed by the expansion of its fleet to 12 ships with total capacity of 100,000 DWT . (Khao Hoon, 27/02/18) Comment: Looks like PTG has a winner with this listing. ASIAN ASIAN targets 2018 revenue of Bt11.2bn, 15% growth brought by growth in frozen food and […]

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BIZ BIZ targets 2018 revenue to grow by 10%. It recently signed a contract to sell a radiation therapy machine to Metropolitan Hospital Tha Chalom for Bt90mn, raising its backlog to Bt1.450bn. It is going to bid for new projects, worth Bt1bn. (Khao Hoon, 20/02/18) Comment: An interesting business ridiculously priced! CHEWA CHEWA targets 2018 […]

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AMA AMA targets 2018 revenue growth of at least 30% and plans to budget Bt1.45bn to buy three ships, aiming at a capacity increase to more than 100,000 DWT from 86,000 DWT last year. It says palm oil shipping is going well. (Thun Hoon, 31/1/18) Comment: Well its a shipping company, nothing overall special, looks […]

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BIZ BIZ signed a contract to sell cancer treatment machine, a Low Energy Medical Linear Accelerator, to Chonburi Cancer Hospital for Bt98.60 and contact period of 300 days. This raises its backlog to Bt1.36bn. (Thun Hoon, 16/1/18) Comment: If that is the case and the firm maintains it’s NPM @ 10%, then its at 10x […]

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