DEMCO DEMCO plans to join auctions in 2H17. It currently has Bt4.045bn backlog and is going to book revenue from phase 1 of the sale of water in Laos. (Khao Hoon, 16/8/17) Comment: The 2 same questions remain for Demco, when will the foundations finally be finished and when will WEH finally IPO?   EPG […]

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AMATA AMATA believes it will reach its land sales target of 1000 rai. It is now negotiating with Chinese, Japanese, European, and US customers to buy 100 rai of land. The company says 2017 revenue will be higher than Bt4.7bn. ( Thun Hoon, 18/7/17) Comment: The share price had risen on the news of the […]

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AOT AOT is confident that 2017 earnings (Oct 16 – Sep 17) will surge. 2H17 is expected to be impressive, driven by the low base from the zero-dollar tour crackdown. The conflict with the Treasury Department will not affect future growth, said the management team. (Thun Hoon, 28/6/17) Comment: The stock is up some 20% […]

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ASP ASP will finalize in venture capital investment in Israel in June. The investment budget is expected to be US$1-2mn. It expects 2Q17 revenue to be higher QoQ, as it is the underwriter of several IPOs. (Thun Hoon, 1/6/17) BCP BCP expects 2017 EBITDA to grow above 20% after 1Q17 earnings were better than expected. […]

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BEAUTY BEAUTY reported 1Q17 revenue of Bt687.53mn, up 29.7% with net profit of Bt199.65mn, up 54.5% on the back of better sales at each distribution channel. It continues to expand both at home and abroad and also plans to distribute to King Power and 1,100 7-Eleven stores. It plans to expand to an online channel, […]

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BIG BIG aims for full-year revenue growth of 10-20%. It is holding Big Camera Festival 2017 to boost 2Q17 revenue. (Thun Hoon, 30/03/17) Comment: Potentially Q1 and Q2 could show decent YoY numbers but I doubt there’ll be anything explosive unless there is a new business plan that the management team has in mind CK […]

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AH AH expects 2017 revenue to grow 5% from last year thanks to auto sector recovery. It expects 1Q17 performance to be good brought by numerous orders. It plans to expand abroad, with some progress in 4Q17. (Thun Hoon, 24/03/17) Comment: I’m still not impressed by this company.. COMAN COMAN expects 2017 revenue growth of […]

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ALLA ALLA expects 2017 revenue to grow 30% from last year on the back of Bt400mn backlog, expects Bt300mn to be booked in this year. It plans to take part in crane providers for 3-4 clients in waste power plants (valued about Bt40-50mn/client). It is budgeting Bt150-180mn to expand its warehouse and factory. (Kao Hoon, […]

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AOT AOT will pay a dividend of Bt6.83/share, XD on Dec 8. Earnings look good on seasonality and government stimulus measures. It expects 26.4% passenger growth and 9.52% growth in number of flights. (Thun Hoon, 07/12/16) Comment: Granted the short term impact of zero-dollar tours from China is going to hurt the #’s from AOT […]

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A A targets 2018 revenue to reach Bt10bn from 2017’s target of Bt7bn. It plans to launch eight projects valued at Bt8.9bn. It is positive toward the outlook for the property sector. It expects 2016 sales to hit target of Bt6bn with a new high for net profit. (Kao Hoon, 01/12/16) DEMCO DEMCO got a […]

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