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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AP AP is partnering with Mitsubishi Estate to develop four condominiums worth Bt23bn this year. It is going to launch the first project, LIFE Sukumvit 62 in March. (Khao Ho on, 11/1/18) BH BH’s 2018 business plan is to focus on more foreign patients. It expects to raise the proportion of revenue from foreign patients […]

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BIZ BIZ targets 2018 revenue to grow by 10% from this year. It plans to bid for new projects, worth Bt800mn to Bt1bn, of which it expects to receive 50%. It reports backlog of Bt1.35bn and plans to open a new hospital specializing in cancer treatment within 2019, which it believes will raise earnings significantly. […]

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BIZ BIZ plans to launch a specialized cancer hospital collaborating with five specialists in cancer in order to expand its customer base and attract foreigners in tandem with the upcoming EEC. It targets Bt100mn revenue per year. It is preparing to negotiate 3-4 deals for the sale of cancer treatment machines worth Bt500mn next year. […]

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