BKD BKD to progress on new business plan. It says it expects 2H17 performance to be outstanding due to high season. It plans to get a new project worth Bt5bn. (Thun Hoon, 23/8/17) CPALL Jiffy to replace 7-Eleven at PTT stations. PTT Plc, the national oil and gas conglomerate, plans to start replacing 7-Eleven stores […]

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AAV AAV reported 1Q17 net profit of Bt570mn, down 43% due to higher fuel cost. Its revenue was Bt9.1bn, up 2% on 8% passenger growth and 89% loading factor. (Kao Hoon, 11/05/17) Comment: How much better can this company perform? It’s effectively running at full load, the only thing that they can do different is […]

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BKD BKD expects to book Bt400mn extra gain from selling land in 2Q17. It plans to ask approval from its board to pay an extra dividend. It targets 2017 revenue growth of 20%. It plans to take part in Bt1mn bids. (Kao Hoon, 27/03/17) CCP CCP expects 1Q17 performance to be good on seasonality. It […]

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BJC BJC will recognize a full year revenue from BIGC after completing M&A. It expects 2017 net profit of Bt7.7bn, up 104%YoY on the back of 1-2% SSS growth and new stores. (Thun Hoon, 08/02/17) Comment: 3 things, 1. Full year recognition; 2. Interest payments decrease; 3. BIGC margins improve. Now if BJC executives get […]

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ABC ABC plans to focus on E-Payment and expects to sign a contract with a financial institution and its partners. It plans to provide “ABC Payment service” to boost its fee income and 2017 revenue. (Kao Hoon, 23/01/17) BCP BCP’s board approved in buying 50mn capital increase shares of Lithium America Corps (LAC) via its […]

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ASEFA ASEFA plans a roadshow abroad which it hopes will bring in more investment by funds. It will make a decision by the end of January. It has budgeted more than Bt10mn to open seven new branches nationwide. It targets 2017 revenue growth of 15% YoY, with more jobs waiting to be booked and new […]

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AKR AKR expects 2017 performance to be good. It expects revenue to grow 50% on the back of public projects, alternative energy projects, BoI, and private investment, all of which are expected to increase demand for transformers. It plans to take part in Bt4bn projects for PEA and MEA. (Thun Hoon, 18/01/17) AP AP plans […]

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ALT ALT won its lawsuit: the court held that the other party to the contract has to pay compensation of Bt13.5mn per month. (Thun Hoon, 07/10/16) ARIP ARIP expects 4Q16 earnings to record a new high supported by high season. It has a big project at the end of the year which it expects will […]

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AOT AOT plans to open bidding for an APM system with a project value of Bt2.89bn, offer date on Nov 28 and results announced on Dec 20, 2016. ( Kao Hoon, 06/10/16) BANPU POWER BANPU POWER targets raising up to Bt13.6bn from its initial public offering (IPO) later this month. (The Nation, 06/10/16) BDMS BDMS […]

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ABC ABC plans to associate with Tencent Group and Ksher to launch WeChat Pay in 4Q16. It expects this to bring in more Chinese tourists. It targets 5,000 stores to join this service within 2017. It expects this to increase financial transactions by 10%. (Khao Hoon, 30/09/16) Comment: I think that i’m going to run […]

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