ABC ABC plans to invest in a commercial website named ABCPoint. It plans to provide system development that will add value and handle 4G clients. It expects to introduce a new service solution in 4Q17. (Kao Hoon, 25/04/17) Comment: What is this company’s business model? Over the years we’ve seen solar, ecommerce, something with alibaba, […]

Read More →

AH AH targets 2017 sales growth of 5% in line with the auto industry, which it believes has bottomed out. It expects car production to hit 3mn within five years. It plans to expand its business in one country, with a decision this year. It is studying setting up a plant in Malaysia. It plans […]

Read More →

BAY BAY targets loan growth of 6-8% this year by focusing on corporate and personal loans. Ittargets NPLs to not be higher than 2.5% with bad debt of 1.4-1.5%. It expects 4Q16 bad debt tobe higher because of adding one more corporate loan. (Kao Hoon, 01/02/17) Comment: Part of me is still of the viewpoint […]

Read More →

ADVANC ADVANC maintains its 3% revenue growth target this year. The company plans to expand to the 4G network in 3-4 months if it wins the 4G auction. (Thun Hoon, 19/8/15) BAFS BAFS plans to raise this year’s revenue target in response to high demand. It plans to use Bt600mn CAPEX this year for business expansion. (Khao […]

Read More →

ADVANC ADVANC has launched a campaign “AIS the startup 2015”. This is hoped to bring in younger entrepreneurs who are interested in using ADVANC as a digital partner. (Khao Hoon, 31/07/15) AGE AGE plans to increase investment in alternative energy. It is studying a waste power plant abroad to adapt to the local environment. 2Q15 […]

Read More →

AQ AQ says AQ Aria Asoke, valued at 1.6bn, sold out within 1 week after launch. It plans to launch new projects focused on single detached houses and townhomes. (Khao Hoon, 08/07/15) Comment: Location is still the most important part of property regardless of the brand name, AQ has done a decent job getting its […]

Read More →

BEAUTY BEAUTY to trade at new par of Bt0.1 on May 14 (split par from Bt1). 1Q15 earnings outperformed due to growth in tourists that led to rising sales at both the existing and new branches. (Thun Hoon, 14/05/15) Comment: Everyone loves a good stock split, but Beauty has one of the most demanding valuations […]

Read More →

BBL BBL wins Myanmar licence – Bangkok Bank (BBL), Thailand’s largest lender by assets, is the only Thai bank among the first nine foreign ones to win a limited banking licence in Myanmar. The approval is preliminary for 12 months, during which time the winning banks must comply with Central Bank of Myanmar requirements before […]

Read More →

AGE AGE expects 2014 coal sales to hit target of 4mn tons, supported by strong demand from China. It expects revenue for the year to reach Bt7bn. Next year, it expects to start booking Bt60-70mn in revenue from its biomass power plant in Sukhothai. (Kao Hoon, 03/11/14) Comment: Nothing exciting happening here anymore. AKR Solar […]

Read More →