ACAP ACAP reported 3Q15 net profit of Bt3.82mn backed by loan growth. It expects 2016 revenue to be good as it focuses on SME loans. It targets Bt600mn in SME loans in 2016. (Khao Hoon, 24/11/15) Comment: That is their existing business line, there were talks that it was going to expand into other businesses […]

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AGE AGE signals a turnaround in coal business, aiming to broaden customer base domestically and internationally. The company expects 3Q15 earnings to be better than Bt34mn made in 1H15, with full-year targeted at Bt100mn backed by better cost control. (Thun Hoon, 25/09/15) Comment: In theory they should only be making a margin on the logistics […]

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BANPU BANPU plans to list subsidiary Banpu Power (BPP) on the SET in 1Q16. It targets an increase in electricity capacity from 1,878MW to 2,700MW to 4,000MW in the long term. (Khao Hoon, 09/09/15) Comment: This should change the value proposition in BANPU dramatically. BROCK BROCK is talking to three prospective partners to invest in […]

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AJD AJD is talking to a prospective partner which is expected to be finalized in 3Q15-4Q15. This deal will increase AJD’s competitive advantage by broadening its market abroad. It is looking for a partner who has a PPA to invest in a solar farm. (Thun Hoon, 09/07/15) Comment: Again another PPA/renewable switch AJP AJP will ask shareholder […]

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BA CEO says give BA some time – The Chief Executive Officer of BA, Khun Prasert Prasartong-osoth told shareholders yesterday that the reason the price of BA shares has fallen below IPO price is that it has been listed only six months and needs at least a year to prove itself to investors. Shareholders voted […]

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ADVANC Joining with THCOM to provide service to drilling rigs — ADVANC is joining with THCOM to be the first operator to expand a mobile network to drilling rigs in the Gulf of Thailand, using satellite technology. (Khao Hoon, 16/2/15) AP AP condo wins case. AP set to continue construction and sales activities for its […]

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AI AI expects good 3Q14 net profit of Bt21.85mn due to a higher margin for its porcelain insulator business and no stock loss from the biodiesel business. Management expects revenue of Bt6bn in 2014 and aims to expand overseas. It hopes to obtain power plant construction of Bt1bn. (Thun Hoon, 07/10/14) Comment: AI has been […]

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