BCH BCH signals strong 2H17 performance, driven by revenue from Social Security patients and better performance at WMC. (Thun Hoon, 27/7/17) Comment: WMC had been a drag on BCH ever since they launched it 4-5 years ago. The market is still betting on a turnaround in #’s something that has yet to be sustainable.  BCPG […]

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BPP BPP is expanding in both domestic and international markets. It bought a 28MW solar farm in Japan. It plans to invest US$82mn in 2H17 in both M&D deals and auction in order to underwrite long-term growth. (Thun Hoon, 26/7/17) EARTH SET asks EARTH for more detailed explanation. The SET is responding to the company’s […]

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BA BA expects 2H17 to be supported by tourism recovery. The company is going ahead with its new flight routes. It expects to get the EIA approval for the expansion of the Samui Airport to increase the number of flights to 70 per day in 3Q17. It is also benefiting from the kitchen expansion at […]

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BTS BTS expects EBITDA margin for the Pink and Yellow Lines to increase to 64-69% in its final year and passenger numbers to grow 4.5-5.2% on average. (Thun Hoon, 21/6/17) CBG CBG is in talks with 3-4 retail operators in the UK to expand its business overseas. It expects to finalize the deal with 2-3 […]

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AGE AGE plans to expand to Vietnam where demand is high. It expects 2H17 sales to jump on the completion of the setup of a JV. It targets 2017 sales to grow 25-30% from last year’s 2.36mn tons. It expects 1H17 domestic sales to be good, with orders from major clients up 50%. (Thun Hoon, […]

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AAV AAV said load factor has risen to 90-100% on seasonality, more routes and more flights. It expects 1Q17 performance to be good. It plans to open more international routes and increase the number of flights to India. (Thun Hoon, 12/04/17) AOT AOT expects robust earnings in 2QFY17 of Bt6bn aided by 8% passenger growth. […]

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ABC ABC plans to invest in WeChat Pay project, a mobile payment application for Chinese tourists. It expects this to contribute revenue of Bt1bn/month. It plans to partner with department stores and is looking for other partners as well. (Kao Hoon, 07/03/17) Comment: Where does the news get these magical #’s from?    APCO APCO […]

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AAV AAV expects 1Q17 performance to be good on seasonality. It expects load factor to hit 86% against its full year target of 84% with passengers of 19.5mn. It plans to increase both domestic and international routes to handle the CLMV market. (Thun Hoon, 06/0 3/17) AMATA AMATA expects to benefit from high demand from […]

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DRT DRT has set aside Bt100mn to upgrade its machinery, which it expects will reduce cost and expand margin to 25%. It expects 2017 revenue growth of 5%, supported by customer expansion and home renovations in the south. (Thun Hoon, 14/02/17) Comment: Walking/driving around the provinces over the weekend did give me an idea that […]

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ABC ABC plans to take over AQ project, S Ratanathibet worth Bt2bn. This will add to its revenue. It expects this condominium to finish construction in 2017. It continues to expand business to support its revenue in the long run. (Thun Hoon, 08/12/16) Comment: AQ has been an amazing flop with assets being snapped up […]

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