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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BSM BSM’s earnings in 1Q18 improved significantly, up 115.6% YoY, supported by strong performance of its hospital segment. The company targets revenue for 2018 at a record high of Bt800mn. It will expand to the property development business. (Thun Hoon, 17/5/18) Comment: They’ve been quiet for some time. Wondering if this is going to be […]

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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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AREE Areeya Property Public Co., Ltd. provides luxury brand “THE AVA RESIDENCE Sukhumvit 77” with project value of up to Bt2.5bn and priced at Bt35-80mn per unit under the concept of esthetics and lifestyle.) Bangkok Today, 5 / 18( 7/ Comment: There has not been much news from this company but their stock price has […]

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AOT AOT expects 3mn passengers to flood into its six airports, +14.4%YoY, with 17550 flights, +12%YoY. (Khao Hoon, 5/4/18) Comment: Mind boggling numbers, expect several headlines regarding the immigration queues being ridiculous. BEC BEC signals 1Q18 earnings turnaround, driven by a big soap opera hit, “Buppaesanniwas”, that has raised ad revenue. It targets 2018 revenue […]

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A A targets 2018 revenue and presales growth of 30% and plans to launch 11 projects valued at Bt7.92bn. (Khao Hoon, 08/03/18) Comment: A rather odd stock given its consistent straight up movement over the past 7 years, but given that fact they are planning to launch this number of projects, arguably justifiable valuations here. […]

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  BGRIM BGRIM is expanding its investment in CLMV; it set up two subsidiaries in Cambodia for the power plant and transmission wire business. It expects to sign an MOU for a project in Vietnam in 1Q18 and expects a project in Malaysia to be finalized in 3Q18. (Thun Hoon, 26/1/18) Comment: Out of all […]

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