BBL BBL says 2018 loans will grow similar to 2017 at 4-5% in tandem with ongoing fluctuations in the world economy. It also says that the BoT deposit policy act will not affect its business. (Thun Hoon, 2/11/17) Comment: Banks seem to be signaling that the NPL issue is over. BPP BPP contracted to invest […]

Read More →

AGE AGE says The logistics and warehouse service business has a good outlook next year, as it expects to receive Bt500mn revenue. It plans to close the deal to set up a joint venture with a Chinese partner in 2017 and raise revenue proportion from overseas to 20%. It also expects revenue to grow by […]

Read More →

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. […]

Read More →

AOT AOT to hire PLE to build a building for Bt14.2bn. It also approved King Power to manage commercial areas in Don Muang airport for 10 years. It plans to open up more projects for bidding. It targets 2017 passenger growth of 7-8%. (Khao Hoon, 24/8/17) Comment: PLE? How on earth they did win this? […]

Read More →

BPP BPP is expanding in both domestic and international markets. It bought a 28MW solar farm in Japan. It plans to invest US$82mn in 2H17 in both M&D deals and auction in order to underwrite long-term growth. (Thun Hoon, 26/7/17) EARTH SET asks EARTH for more detailed explanation. The SET is responding to the company’s […]

Read More →

FTSE rebalancing: rebalancing will happen during the close of today. These are the changes… FTSE Large-Cap = No changes. FTSE Mid-Cap = Add: EA, BPP, TPIPP, KSL, VNT, WHAUP // No deletions FTSE Small-Cap = Add: ORI, CMR, SQ, LANNA, TNR, FN, GLANDRT, UTP, MACO, CTW, TKS // Delete: VNT (move to mid-cap), CRANE (move […]

Read More →

ANAN ANAN is launching five projects worth in total Bt21.1bn along with its JV Mitsui at Paragon on June 22. Currently, the company has Bt42.5bn worth of backlog on hand to be recognized through 2019. (Kao Hoon, 6/5/17) Comment: A continuation of what they’ve been wanting to do for the past few years, now it […]

Read More →

ACAP ACAP plans to revise up its 2017 loan target from Bt6bn after already achieving Bt5bn in 1Q17. It is talking to a prospective partner to engage in home loans in Myanmar and Cambodia. (K ao Hoon, 23/05/17) AMATA AMATA expects 2017 revenue to be better than last year thanks to EEC. It has land […]

Read More →

BJC BJC expects 1Q17 net profit to be higher than Bt1.2bn thanks to BIGC. It believes outlook is positive, underwritten by numerous positive factors. (Thun Hoon, 04/05/07) Comment: Their price has declined some 20% from its peak post the acquisition from BIGC.   BPP BPP expects a solid performance in this year thanks to the […]

Read More →

AJD AJD reported 2016 net profit of Bt355mn backed by AJ Top Up machines. It expects to continue to grow in 2017 with a target of 40,000 Top Up machines. It expects to ask board approval to change the company’s name to AJ Advance Technology (AJA). (Kao Hoon, 02/03/17) Comment: Am I going to have […]

Read More →