AMATA AMATA expects to sell 925 rai of land this year and 800 rai next year. Many Chinese investors are buying its land. It expects economic growth to support revenue. It says recurring income is increasing. It will sell land in the industrial estate in Myanmar next year. (Thun Hoon, 15/11/18) Comment: Earlier in the […]

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BGRIM BGRIM expects earnings growth of 15-20% this year. It will start commercial operation of a 31MW solar farm in December as planned. This will rise 4Q18 revenue. (Thun Hoon, 9/11/18) Comment: Plus Ft rates are up CHO, SCN BMTA (Bangkok Mass Transit Authority) will pay for 100 NGV buses plus maintenance fee to SCN-CHO […]

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AOT AOT will complete ToR for duty-free space in December 2018 – January 2019. The TOR includes renovation of Suwannabhumi, Phuket, Hatyai and Chiangmai airports. The Cabinet is preparing to launch tourism promotion measures including visa fee exemption and “Passport privilege”. Private entities are also planning to offer discount prices. (Thun Hoon, 6/11/18) Comment: This […]

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CHO CHO expects to be awarded two mega projects for Khon Kaen city development as northern regional hub with total value of Bt26.96bn. The results will be known soon. If it wins these projects, its revenue and earnings will increase significantly. (Thun Hoon, 24/10/18) Comment: Well, it won’t be getting that full value, b/c part […]

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Cho Thavee PCL (SET:CHO) Director,┬áMr. Suradech Taweesaengsakulthai discusses the company’s strategy and outlook in The Executive Talk (TET) TET: Please explain the history of CHO. CHO: Our founder, K. Cho Taweesaengsakluthai originally began as a rice mill managing 5 mills throughout the Northeast region in Thailand. However, his key passion was in engines and automotives, […]

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BA BA says it will miss its revenue growth target of 7-10% this year because of high fare competition. It expects 3Q18 results to grow QoQ supported by high season It expects passengers to grow by 4-6% this year. (Kao Hoon, 31/8/18) Comment: And they’ve been hit with the higher oil prices, but benefited from […]

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AOT AOT’s board of directors gave the green light to second airports in Chiang Mai and Phuket budgeted at Bt126bn after forecasts showed the current airports will be fully utilized. It will propose the plan to the cabinet and shareholders for approval. (Kao Hoon, 25/5/18) Comment: With it supposedly completed by 2022, lets add 2 […]

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APCS APCS is ready to do the pilings for a community waste management project for producing energy with mechanical-biological technology at Solid Waste Disposal Center under the management of Krungthep Thanakom worth Bt1.87bn in early May. Management expects to recognize revenue this year and next and is confident it will be awarded more jobs with […]

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CBG CBG targets 2018 sales to grow by 30% as it sees high growth opportunities in overseas markets, especially China. It targets sales in China of 300mn cans and sales in the UK of at least 40mn cans. It has budgeted Bt2.5bn for investment in can production machines. (Thun Hoon, 27/03/18) Comment: To us it’s […]

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BCPG-BTS BCPG and BTS are partnering with four parties to establish an industrial estate, Smart Park, in Map Ta Phut. BCPG will develop the utilities and green energy in the industrial estate, while BTS will develop the internal logistics system. (Khao Hoon, 08/02/18) Comment: More and more competition in the area, whilst AMATA and WHA […]

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