AGE AGE says coal sales are booming in 1Q18, spurred by high demand from China and Vietnam. It believes this will lead to a 25% growth in 2018 sales to close to 3mn tons. It has budgeted Bt200mn to buy 12 ships, as it is going to expand its logistics business to its full potential. […]

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AOT AOT expects passengers to grow by 10% in 2018, with 1H18 growing 14% off last year’s low base brought by zero-dollar tour clampdown and ICAO red flag. It is going to submit the bidding result for the baggage carousel project to the board on January 24. (Khao Hoon, 22/1/18) EA EA expects 2018 revenue […]

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COM7 COM7 is penetrating the gamer market, partnering with Sony Thai to sell game consoles, PlayStation 4, in 25 Banana stores. It believes this will underwrite future growth. (Khao Hoon, 20/12/17) FN FN targets 2018 revenue to grow by at least 10% from this year in tandem with increasing purchasing power. It has budgeted Bt245mn […]

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BIZ BIZ targets 2018 revenue to grow by 10% from this year. It plans to bid for new projects, worth Bt800mn to Bt1bn, of which it expects to receive 50%. It reports backlog of Bt1.35bn and plans to open a new hospital specializing in cancer treatment within 2019, which it believes will raise earnings significantly. […]

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BAY BAY reports 9-month net profit of Bt17.5bn increasing by 7.9% from last year as a result of an increase in interest revenue and revenue from fees. It believes loans will grow by 6-8% this year as the economy recovers. (Thun Hoon, 20/10/17) Comment: Shame about the free float, otherwise this bank would be trading […]

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AOT Suvarnabhumi rental to be finalized in July, to take effect in Jan 2018. (Khao Hoon, 25/7/17) GOLD GOLD revised up its sales target to Bt18bn from Bt20bn. 1H17 presales were Bt11bn. It will launch 10 projects in 2H17. The yearly target is 15 projects worth Bt14.3bn. Overall, it thinks the real estate market in […]

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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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BJC BJC expects 1Q17 net profit to be higher than Bt1.2bn thanks to BIGC. It believes outlook is positive, underwritten by numerous positive factors. (Thun Hoon, 04/05/07) Comment: Their price has declined some 20% from its peak post the acquisition from BIGC.   BPP BPP expects a solid performance in this year thanks to the […]

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ADVANC ADVANC reported 1Q17 net profit of Bt7.69bn, down slightly from 1Q16’s Bt8bn. Service revenue was Bt31.36bn, up 4% YoY, with 40.6mn subscribers. AIS Fibre expanded its customer base to 373,900 subscribers. It expects 2017 revenue growth of 4-5%. (Thun Hoon, 28/04/17) Comment: I do wonder when will this industry be overtaken by a clever […]

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AOT AOT is interested in investing in Mae Sod and Khon Kaen airports to build them up as aviation hubs in the special economic zone. It targets three large projects in the Suvarnabhumi Airport worth Bt130bn to be done by 2021. (Khao Sod, 17/4/17) Comment: It is interesting that the Philippines has been faster at […]

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