BJCHI BJCHI expects big projects due to higher oil prices. It currently has backlog of Bt850mn which will be recorded in 3Q and 4Q. It is bidding in auctions worth Bt7bn in 2H17 and the beginning of 2018. (Thun Hoon, 4/9/17) Comment: They’ve been struggling ever since oil prices decline. But they still have a hefty […]

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AAV AAV 2Q17 earnings collapsed to Bt170.6bn, -60%YoY due to higher oil prices and a reduction of turnkey revenue flights to China. (Khao Hoon, 11/8/17) BEM BEM posted 2Q17 earnings of Bt723mn, +43%YoY due to opening of Sirat expressway and purple line. 1H17 earnings posted earnings of Bt1.4bn, +18.1%YoY (Khao Hoon, 11/8/17) BIG BIG believes […]

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BCPG BCPG to invest in power plant business in Indonesia. The production power is 182 MW. It will record revenue in 3Q17. (Thun Hoon, 24/7/17) Comment: I do often worry about Thai companies buying commodity/power assets in Indonesia…but should this be a genuinely good purchase it does add to the theory that BCPG benefits as a state […]

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ADVANC AIS is joining TCDC to build a new creative space in the heart of Bangkok named ‘AIS D.C.’ to be open to the public from July 13 at Emporium Mall 5th floor. (Kao Hoon, 5/7/17) BRR BRR is considering raising its revenue growth target of 30% for this year. 2Q17 is looking promising from […]

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AAV AAV expects this year’s performance to be robust supported by strong tourism and route expansion. The company expects the number of passengers to reach 19.5 mn with load factor at 85-86%. It also looks to open a new route to Vietnam in June. (Thun Hoon, 30/05/17) Comment: Still the best airline operator in the […]

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BIZ BIZ announced 1Q17 earnings of Bt4.12mn, growing from 1Q16’s Bt0.39m, driven by higher sales and lower cost. It plans to launch new products. It plans to continue transferring Bt350mn in work on hand. (Thun Hoon, 17/05/17) Comment: I am curious to hear about this business BRR BRR reports 1Q17 net profit growth of 221% […]

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AGE AGE expects 2017 revenue to grow 25-30% on the back of robust earnings for the first four months of the year. It continues to expand to China and expects exports to comprise 30% this year. (Kao Hoon, 09/05/17) AMC AMC plans to launch new products to boost 2017 revenue to growth of 10-15%. 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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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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ASEFA ASEFA plans to open more branches. It plans for its trading and service business to comprise 30% of the total. It plans to take part in upcoming bids which will increase its backlog from Bt1.9bn. (Thun Hoon, 29/11/16) BANPU BANPU expects 2017 performance to be robust brought by higher volume and selling price. It […]

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