BCPG BCPG expects 2Q17 to be stronger QoQ backed by contribution from the new power plant. The company targets 25% revenue growth from Bt3.38bn in 2016. It will bid for more PPA in the new lot of government waste power plant bids. It expects 30-40 MW. (Thun Hoon, 16/6/17) BEAUTY BEAUTY is targeting small sized […]

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AS AS is talking to a prospective partner to invest in a new business. It expects a conclusion within this year. It expects net profit to return to the black in 2017 and plans to wipe out retained losses. It plans to launch 13 games over six countries. It plans to expand to Myanmar and […]

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AJD AJD’s shareholders approved to change the company name to AJA. Shareholders also approved a Bt1bn debenture. It expects solid performance this year thanks to digital TV coupons. It also plans to expand its line of business to water dispenser service and E-money. (Kao Hoon, 02/05/17) Comment: A name change? For what? I don’t think […]

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ARROW ARROW expects 2016 revenue to grow 15% to Bt1.6bn on the back of Bt300mn backlog. It reported 2016 earnings of Bt266mn, up 8%. Its 2016 revenue was Bt1.35bn, up 12%. It will pay a dividend of Bt0.4/share. (Kao Hoon, 01/03/17) CBG CBG targets 2017 sales to grow 25% from existing products. It plans to […]

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AJD AJD is adding 20,000 online top-up machines and it is confident that at end of 2016 it will reach 50,000 machines. It has budgeted Bt10mn for marketing and promotional campaigns in 2H16. (Khao Hoon, 02/08/16) Comment: If they could pull off what FSMART has done then perhaps for the first time in a decade […]

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AGE AGE expects to become a holding company engaged in the property business. It expects a return of at least 15%. It plans to export coal to Vietnam, which will increase revenue by 5-10%. It expects 4Q15 earnings to be good. It plans to implement cost control to increase profit. (Thun Hoon, 18/01/16) Comment: A […]

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ABC ABC plans to do M&A and acquisition. It is talking to acquire two property projects and expects the deal for one to be concluded this year. It plans to launch the Bt2.5bn ABC Residential condo. It plans to introduce a new service “E-Payment” in December. (Khao Hoon, 23/11/15) Comment: We are still confused about […]

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Names today: ACAP, COM7, CPN, IFEC, CPN, CSP, IFEC, JAS, KC, NUSA, ORI, PE, RCI, SAMART, SENA, SMART, TSF ACAP ACAP expects to show net profit next year on the back of loan extensions and cost control although this year may have a net loss. It is working with AJD to invest in an online […]

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BBL BBL says its loans grew less than its target of 3% affected by economic slowdown. Credit card spending for the first seven months grew 13-14% from target of 10%. It added 200,000 new credit card members. (Thun Hoon, 20/08/15) Comment: Strange to see BBL finally pushing into the consumer market with its credit cards, […]

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AOT AoT board approves Bt48bn for airport revamp projects – The Airports of Thailand’s (AoT) board has approved a Bt47.9bn budget to build a new terminal and a new runway at Suvarnabhumi airport to ease congestion. (Kao Hoon, 22/01/15) Comment: AOT’s latest passenger numbers have come out and Bangkok is performing horribly while the rest […]

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