AP AP and Mitsubishi launched Life Pinklao project, valued at Bt3.1bn on Nov 21. It expects this to achieve presales of 40% by this year. It expects this to support demand for premium condo in this location. (Khao Hoon, 09/12/15) BEAUTY BEAUTY expects 4Q15 earnings to peak on seasonality and large orders. It expects 2015 […]
Read More →AMATA AMATA expects 4Q15 revenue to be healthy even though it cannot reach the target of selling 1000 rai of land this year. It has sold only 493 rai of land in 9 months. (Thun Hoon, 27/11/15) Comment: It’s the usual cycle for industrial estates in Thailand. AOT AOT expects 4Q15 profit of at least […]
Read More →AQUA AQUA reported 3Q15 net profit of Bt69.61mn (+108.16%). 9M15 net profit was Bt221.96mn (+114.74%) backed by a growth in sales of electricity, warehouses, and ads. (Khao Hoon, 17/11/15) ATP30 ATP30 has three new customers. It will supply 30 cars that will contribute revenue from the beginning of 2016. It reported 3Q15 net profit of […]
Read More →Names today: ASIMAR, BIG, BMCL, DEMCO, EPCO, FIRE, MFEC, PS, PTT, PTTEP, PYLON, TSE, UV ASIMAR ASIMAR to show strong 3Q15 after booking two big projects. More potential growth stories include: ship maintenance backlog, Bt600mn tugboat project (to open for bidding in Oct 2015) by the Port Authority of Thailand, multi-million baht projects for the […]
Read More →AP AP reports presales of Bt22.3bn for 9M15 (28% growth from last year). It plans to launch five new projects valued at Bt5.33bn in 4Q15. (Khao Hoon, 07/10/15) BMCL Cabinet has approved using the Joint Venture 2013 ACT, which allows MRTA to look for a operator for the extension Blue Line by direct negotiations. BMCL […]
Read More →ASIMAR ASIMAR expects to bid for a Bt1bn ship building contract. It plans to increase capacity by set up a third floating dock. It expects 3Q15 earnings to be good aided by transfers. (Thun Hoon, 05/10/15) BMCL BMCL expects growth in 3Q15 earnings backed by increasing passengers. It expects 300,000 passengers/day. It expects to show […]
Read More →AQ AQ expects net profit this year after 2014 net loss of Bt285.61mn on backlog of Bt300- 400mn. It plans to launch a new project “AQ Shadi Phaholyothin-Rangsit” in 2H15. (Thun Hoon, 30/09/15) Comment: Despite the quality of its projects, the stock is rather expensively valued. BECL/BMCL BECL expects the cabinet will okay the merger […]
Read More →BMCL BMCL expects to get a 25-year concession to operate MRT Blue Line, valued at Bt25bn. It has been awarded the operations of the Tao Poon-Bang Sue segment. It expects the Purple Line to be fully operational in August, 2016. (Thun Hoon, 14/09/15) Comment: The line construction cost may be valued at that price, not […]
Read More →AAV AAV will pay its first ever dividend at Bt0.10/share, XD on September 14, paid on September 29. It expects 3Q15 earnings to be better on the back of recovery in tourists and lower oil price. It plans to open a new route soon. It expects 4Q15 earnings to peak thanks to seasonality. (Thun Hoon, […]
Read More →BKD BKD expects 3Q15 revenue to be higher than 2Q15. It expects to be awarded projects valued at Bt1.3bn in 4Q15. It expects 2015 revenue of Bt1.3bn as Bt2.5bn in backlog is expected to be booked. It targets 20% revenue growth next year. It plans to launch a property project in 2Q16. (Khao Hoon, 26/08/15) […]
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