FTSE rebalancing: rebalancing will happen during the close of today. These are the changes… FTSE Large-Cap = No changes. FTSE Mid-Cap = Add: EA, BPP, TPIPP, KSL, VNT, WHAUP // No deletions FTSE Small-Cap = Add: ORI, CMR, SQ, LANNA, TNR, FN, GLANDRT, UTP, MACO, CTW, TKS // Delete: VNT (move to mid-cap), CRANE (move […]

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AP AP expects 1Q17 presales at Bt3.75bn. It plans to launch four projects valued at Bt15.65bn in 2Q17. It expects 2017 presales to hit its target of Bt26bn on the back of the launch of 18 projects with total value of Bt35bn. (Kao Hoon, 11/04/17) BA BA and THAI plan to codeshare in order to […]

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CNT CNT has achieved its target signed projects in 1Q17 of Bt3.6bn. It expects to get Bt12bn in projects this year to bring backlog to a record high of Bt10bn. It expects 80% of backlog to be recognized this year. It is talking to a party to partner it in upcoming bids. (Thun Hoon, 07/04/17) […]

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A A targets 2017 revenue growth of 38%. It plans to launch 11 projects worth Bt24bn. It is budgeting Bt1bn to acquire land. (Kao Hoon, 22/03/17) Comment: Still one of the most impressive stock charts I’ve seen.    BEM MOT confirms that there is no problem regarding the MRT Blue Line extension. The cabinet has […]

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AJ AJ reported substantial growth in 2016. It expects 2017 performance to be robust from expanding to Europe, stimulus measures, exports, and better purchasing power. It expects this to increase orders for BOPP, BOPET, and BOPA, which are used for packaging. It plans to introduce new products with higher margin. It also plans to do […]

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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 […]

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BCP BCP reported 2016 profit of Bt4.7bn or growth  of15%. The board approved a dividend of Bt1/share, XD on Mar 1. It is confident that 2017 EBITDA will grow 20%, supported by full capacity operations at its refinery. (Kao Hoon, 20/02/17) BIG BIG reported 2016 profit of Bt846mn, increasing 84% from 2015, setting a new […]

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APCO APCO expects to move to trade on the main board of the SET on February 23. It targets 2017 sales growth of 10% supported by expanding to the online market abroad. It expects sales to increase to Bt750-800mn within 18-24 months. (Kao Hoon, 07/02/17) BEM BEM is waiting to sign the Blue Line contract […]

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ATP ATP30 expects 2017 revenue to be a record high of Bt350mn, up 15%, brought by Bt320mn revenue contribution from a service contract. It is talking to four new clients and expects to complete one transaction in Feb. It is budgeting Bt120mn to buy more buses to meet greater demand from more clients. (Kao Hoon, […]

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BJCHI BJCHI expects a fall in revenue in 2016 as well as profit due to global economic factors and high competition. It has backlog of Bt2.2bn, of which it will book Bt600-800mn this year. It continues to bid for a new jobs worth Bt8.5bn to support 2017 earnings. (Kao Hoon, 22/11/16) Comment: Thus the management’s […]

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