AMATA AMATA announced dividend of Bt0.23 per share after reporting 1H18 earnings of Bt601mn. Current backlog is Bt1.5bn. It expects 2H18 transfers to accelerate mainly from EEC. (Thun Hoon, 16/8/18) Comment: EEC transfer are not going to be seen until the government actually puts pen to paper the laws and benefits ANAN ANAN says transfers […]

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BCP BCP to divest its indirect investment in Galoc oil field in the Philippines for Bt660mn and continue to expand its E&P investment in Norway with the expectation of concluding the deal by 4Q18. (Kao Hoon, 16/7/18) BGRIM BGRIM expects to start commercial operation of an additional 180 MW in 2H18. The company is working […]

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BTW BTW plans to expand abroad and has no concerns about the US-China trade war. Its CEO says its 1Q18 backlog is Bt567mn and it is waiting to bid for many projects with a total value of more than Bt4bn. (Thun Hoon, 11/7/18) CRD CRD was awarded a new project which brought backlog to Bt1bn […]

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BRR BRR plans to propose a plan to invest in a premium grade refined white sugar plant to the board in April. It is going to start the production of bagasse products in the end of 2018. It says sugar cane volume in 2017-2018 production season is at 2.9mn tons, which will generate sugar volume […]

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ANAN ANAN plans to launch 22 projects in 2018, worth Bt48bn and targets presales and transferS to reach Bt40.5bn, growing by 76%. ( Thun Hoon, 18/12/17) Comment: Question is becoming, so now what for ANAN? Similar to what PSH has had to figure out after they achieved a certain size.  CRD CRD reports it have […]

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ASIAN ASIAN targets 2018 revenue to grow at least 10-15% after changing its strategy to expand its premium pet food and aquatic feed markets, replacing the fall in frozen tuna, shrimp and squid sales volume. It has budgeted Bt200mn to build new storage, which will increase storage capacity by 15,000 pallets. (T hun Hoon, 22/11/17) […]

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