BSM BSM expects revenue of more than Bt1bn, up sharply from 2018 expected revenue of Bt640mn. It will enter into the property development business and plans to launch one project each quarter with value around Bt350-400mn per project. It will focus on Central Business District (CBD). (Thun Hoon, 17/1/19) CIMBT Kittiphun Anutarasoti temporarily suspended as […]

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AGE AGE plans to enter a new business, providing logistics service by land and water, ports and warehouses. It expects revenue from these of Bt900mn in 2019 and targets total revenue of Bt9bn. Management is confident that coal sales volume will reach 4mn tons this year. (Thun Hoon, 4/1/19) BIZ BIZ signed a sales contract […]

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AMATAV AMATAV has begun to develop the first phase of Amata City Halong on 770 rai of land with capex of Bt5.12bn. The project has five phases with total land of 4,500 rai. It expects to begin sales in 2020. (Kao Hoon, 3/1/19) Comment: And according to the news today they are going to expand […]

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BGRIM BGRIM is going ahead with an investment in a solar farm in Vietnam after Vietnam government extended the COD time frame to the end of 2020 and raised the tariff. Electricity demand in Vietnam is increasing. It expects to set up 200MW more in power plants, up from current 677MW in Vietnam. (Thun Hoon, […]

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BGRIM BGRIM is acquiring power plants with many hundred MW in cooperation with partners. It plans to invest in power plants in Vietnam and South Korea. It expects 2018 revenue growth of 20%. It is financially strong with cash of Bt20bn (Kao Hoon, 27/8/18) BTS BTS expects fare revenue to reach Bt6bn in two years, […]

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ADVANC ADVANC has not yet decided whether to participate in the next 1800MHz auction. It will consider the bidding conditions first. It is interested in all spectrum auctions but must estimate return before a decision. (Kao Hoon, 24/8/18) BGRIM BGRIM says the location for BGPR1 and BGPR2 power plants has been decided. The two power […]

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ASEFA ASEFA expected 2H18 results to be good supported by high season. It targets 2018 revenue growth of 10-15%. It is working with a partner to set up a subsidiary “Smart Grid International” to increase revenue. It continues to reduce energy cost. (Thun Hoon, 8/8/18) COM7 The Taiwan manufacturer of iPhone chips A11&A12 was hit […]

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COM7 COM7 expects 2Q18 profit growth of 44% to Bt182mn backed by growing revenue from all products, especially iPhone. It plans to open an online market in July and expand its franchise to lift 2H18 revenue. (Kao Hoon, 4/7/18) GUNKUL GUNKUL was awarded CPF’s Bt1.4bn solar rooftop and power distribution project. This will be the […]

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BAFS BAFS raised its revenue target growth to 6% as demand for jet fuel should increase by 5% this year. This is supported by the ICAO’s decision to remove Thailand’s red flag status. Management expects 2Q18 earnings to remain strong and the pipeline project will continue to increase the proportion of oil transmission revenue to […]

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ANAN ANAN expects transfers will increase in 2Q18 as Ashton Asoke project worth Bt6.7bn has started transfers. The company is going to launch three new projects worth Bt8.047bn and targets to achieve revenue of Bt38bn. (Kao Hoon, 18/5/18) Comment: But this hasn’t been official yet hence the volatility in the share price in the past […]

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