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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AF AF expects 2016 revenue to grow from last year. It plans to provide loans to companies that are listed on mai. It reported 6M16 net profit of Bt25mn. It plans to broaden its customer base and provide loans to factories. (Thun Hoon, 01/11/16) ALLA ALLA is confident that it has strong fundamentals and expects […]

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ADVANC ADVANC is budgeting Bt40bn to expand its 4G network. It targets to cover all 77 provinces with 14,000 base stations in two months. It is confident it can secure its customer base. It expects to complete the deal with TOT by 1Q16. (Thun Hoon, 27/01/16) Comment: And all signs are still pointing up for […]

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AGE AGE plans to expand to Vietnam and Cambodia where demand is high. It expects 2016 revenue to grow 10-20% from this year’s Bt4bn. It plans to expand its seaport, which is expected to increase its capacity by 30%. (Thun Hoon, 16/12/15) Comment: The coal industry isn’t going anywhere and AGE is suffering with it […]

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AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%YoY) thanks to high sales of set-top boxes and electric appliances. It expects 4Q15 earnings to be good on seasonality and online topup machines. 2016 performance is expected to grow significantly. (Thun Hoon, 18/11/15) BJCHI BJCHI expects 4Q15 earnings to be highest. It expects to book Bt1.7bn […]

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Names today: DCC, EPG, GLOBAL, GOLD, KOOL, MTLS, MSC, NOK, PTG, SC, SIRI, TFD DCC DCC’s board has approved 3Q15 interim dividend of Bt0.042/share, XD on Nov 6. It reported 3Q15 net profit of Bt275mn. (Khao Hoon, 27/10/15) Comment: DCC’s revenues have taken a slight hit and despite their margin improvements, things still don’t look […]

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BLA BLA’s long-term outlook is bright as the firm is changing business strategy to sell more highvalue products like collectors’ insurance, which will boost gross profit in the future. Insurance premiums in the month of July also showed positive signs, up 173% from the previous month. (Than Hoon, 08/10/15) DCC DCC expects record profit in […]

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ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]

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ACD ACD expects to show net profit in 3Q15 backed by property management fees of Bt35mn. It plans to buy three hotels in Phuket, expected to be finalized in 4Q15. It plans to acquire more property business in Laos and Cambodia. It is confident 2015 revenue will be higher than Bt1bn and expects to wipe […]

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ABC ABC expects shareholder approval to increase capital and list ABC-W2. The company hopes to use the capital to expand its property business. It has land of over 4,000 rai in Hua Hin. It is ready to push M-Commerce business to be its main source of revenue in the future. (ThunHoon, 23/04/15) Comment: So this […]

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