AOT AOT will open Don Mueang Airport Terminal 2 on Mar 8. This terminal can handle up to 30mn passengers annually. It expects 2016 passenger growth of 26%. It expects Don Mueang and Phuket airport to contribute additional revenue of Bt1bn in 2016. (Khao Hoon, 02/03/16) Comment: Plus you do have phuket opening as well, […]
Read More →ADVANC Advanced Wireless Network (AWN) paid Bt20.493 billion to the National Broadcasting and Telecommunications Commission (NBTC) yesterday as the first installment of the 1,800MHz license upfront fee. (Khao Hoon, 25/11/15) Comment: And TRUE hadn’t paid their first part yet. Surprised much? Eyes are now fully focused on the remaining 900 MHz that should be up […]
Read More →Notable Transactions Buy(s) THB 52.8 mn SR – Newly IPO’ed SR MD has decided to repurchase shares in the market Sell(s) THB 124 mn JAS – Looks like K. Soraj sold the shares (THB 65 mn) to buy the warrants (THB 18 mn) KBS – A director sells off some THB 29 mn worth of shares, […]
Read More →AOT AOT expects 2015 net profit of Bt15bn (+22%) backed by growth in low cost airlines and increase of 10mn passengers. (Khao Hoon, 16/09/18) Comment: And the most expensive airline stock in the world continues growing & growing, what capacity issue? BDMS BDMS expects 2H15 earnings to be good on seasonality and more patients from […]
Read More →AOT Don Mueang commercial area in Terminal 2 up for bid – AOT plans to open bidding for the commercial area in Terminal 2 at Don Mueang airport. (Khao Hoon, 29/04/15) BAY 7-9% loan growth this year – Bank of Ayudhya (BAY), Thailand’s fifth largest bank by assets, expects loan growth of 7-9% this year, […]
Read More →AGE AGE expects 1H15 to turn around on the effect of its cost controls. It has set its target coal sales volume at 3.45mt, which could boost revenue to Bt7bn. The company expects 1Q15 sales volume to be flat YoY. Its biomass power plant is scheduled to commence operations in late 2015. (Thun Hoon, 31/03/15) […]
Read More →Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]
Read More →ADVANC AIS plans Bt60bn digital drive – Advanced Info Service Plc (AIS) has set aside at least Bt60bn for the first stage of fourth-generation (4G) wireless and fixed-line broadband project developments next year in a quest to capitalise on emerging digital lifestyle trends. (Bangkok Post, 19/11/14) AJD AJD targets 5mn digital TV set-top boxes for […]
Read More →BCP BCP says EBITDA this year will hit Bt10bn supported by revenue from its solar farm and investment in Nido Petroleum. It will go on a roadshow with the SET in the US. (Kao Hoon, 28/10/14) Comment: I’ve never liked their E&P expansion and with the refcent 20% decline in oil prices I do wonder […]
Read More →AIT AIT says 2014 revenue will touch Bt6.4-6.5bn, far exceeding its target of Bt6.2bn, as it has already booked Bt4.4bn in revenue in 1H14 and expects to book Bt2bn of the Bt2.8bn of the current backlog in 2H14. It is waiting for bid results on a project worth Bt930mn and plans to bid for more […]
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