AAV seeks to boost revenue from air cargo, digi travel and loyalty program to balance revenue mixed and utilize, will tighten up cost saving to boost margins. Comment: I wonder how long until Thai Airways recaps… HUMAN sees stronger 2H19, sets Bt50m capex for 2-3 JV in HR related venture by end of year. Comment: […]

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BDMS anticipates solid 3Q from seasonal, higher contribution of specialty clinics, re-price room rates, absence of major investment, additional capacity from 172 beds Bangkok International Hospital (BIH) cod in Jul, newly launched Movenpick BDMS Wellness Resort cod 200 rooms in Jun, additional 293 rooms to open in Sept. Comment: I am curious to see how […]

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AAV AAV expects 2Q16 growth to double to profit of over Bt400mn supported by more passengers. It expects Chinese tourists continue strong in 2H16 due to high season. (Thun Hoon, 04/08/16) Comment: And lower oil prices   BCPG BCPG poised for major ‘green’ power expansion – BCPG, a green-power subsidiary of Bangchak Petroleum, has set […]

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AGE AGE expects revenue from port and warehouse business of Bt100mn. It expects full-year sales to reach target of 2mn tons. It expects 2Q16 earnings to be good. It plans to expand abroad and is waiting for results of its bid for a biomass power plant in South. (Thun Hoon, 01/08/16) AMATAV AMATAV expects 2017-2018 […]

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BEM BEM expects to open MRT Purple Line on Aug 6. It expects this to increase 2016 revenue growth to 15% as it will book Bt500mn/quarter as operating revenue. It expects 60,000 passengers/day. (Khao Hoon, 11/05/16) BIG BIG reported 1Q16 earnings of Bt234mn (221% growth) thanks to the boom in digital cameras. It expects revenue […]

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BCH BCH expects double digit growth in this year. It plans to expand its customer base, focusing especially on SSO and foreign clients. It expects 2016 net profit to be good as WMC breaks even in 2H16. (Thun Hoon, 03/02/16) Comment: I think I’ve been reading about this WMC breaking even for the past….4-5 years […]

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CCP Plans to expand into Cambodia, Laos and Myanmar. The firm has bid for a new project worth more than Bt1bn and expects to do a JV deal in 2Q15. It targets 2Q15 earnings growth of 10% YoY on the transfer of projects and raise in backlog to Bt2.3bn. (Thun Hoon 06/05/15) CBG 1Q15 net […]

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ADVANC Joining with THCOM to provide service to drilling rigs — ADVANC is joining with THCOM to be the first operator to expand a mobile network to drilling rigs in the Gulf of Thailand, using satellite technology. (Khao Hoon, 16/2/15) AP AP condo wins case. AP set to continue construction and sales activities for its […]

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AOT Flights and passengers up over New Year — AOT reports its statistics during the New Year holiday season (11 days) for six of its airports: total flights during the period were 22,218, up 9.4% YoY, and total passengers hit 3.6mn, up 15.7%. (Kao Hoon, 12/01/15) Comment: And this despite everything that has happened to Thailand in […]

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