ANAN ANAN says the new BoT mortgage loan rules does not impact its business because its condos are priced below Bt10mn and it targets mid-income customers who are able to pay a high down payment. It also says all hybrid bonds are sold and met target proceeds of Bt2bn. (Thun Hoon, 8/10/18) Comment: The one […]

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Notable Transactions Buy(s) THB 49.6 mn GEN – Let’s see what happens here, looks like a new business/contract may come into this company, why else would he be buying so many shares in a poorly performing company? Sell(s) THB 121.5 mn HUMAN – Sale to local funds, now will it follow the path of BEAUTY […]

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A A expects revenue growth of 10% this year, supported by a rise in transfers. Backlog is Bt4bn. It expects presales to reach Bt10bn this year. It plans to launch four property development projects with total value of Bt5.35bn in 4Q18. (Kao Hoon, 20/9/18) Comment: Interesting in the Bangkok Post today the firm comments it […]

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ASEFA ASEFA expects 2H18 results to be better HoH supported by high season, but it admits that 2018 earnings growth will come in below target of 15%. Current backlog is Bt2.06bn and 60% of backlog is expected to be booked as revenue this year. It plans to bid for projects with total value of Bt3bn. […]

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ASAP ASAP says local funds are interested in investing in its company. Management plans to ask the board to approve a budget for fleet expansion, supporting the growth in car rental demand. It expects revenue growth of 25% this year. (Thun Hoon, 24/7/18) Comment: Still the same target as set out 2 years ago. Only […]

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BCPG BCPG to start commercial operations of the first two solar projects with the Veterans Administration and sell electricity to the grid in July. (Thun Hoon, 23/7/18) HUMAN HUMAN expects 3Q18 revenue to grow, supported by Sigma accounting and tax service revenue, booking from July 1. In 2H18, it plans to launch a new product. […]

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COM7, KBANK KBANK has partnered with SET-listed COM7, a distributor of peripheral computer devices, to set up mini-branches in Banana IT shops to take advantage of a 50% lower operating cost compared to a normal branch. KBANK plans to open 20 new mini-branches over the next three years and it is in talks with another […]

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ARROW ARROW expects to receive many mega projects and will double production capacity of electricity conduits to support upcoming government projects. It targets 2018 revenue to grow by at least 10-20% to Bt1.6bn and to maintain margin at 25-30%. It currently has backlog of Bt960mn. (Thun Hoon, 15/03/18) Comment: Well we’ve been waiting to see […]

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AMATA AMATA targets 2018 land sales at 925 rai, with 10% of that ready for contract signing. It currently has backlog of Bt1.9bn, of which 50% will be booked as revenue this year, raising 2018 revenue at least 10%. It is also going to book revenue from three power plants. (Thun Hoon, 06/03/18) Comment: So […]

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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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