B B expects earnings to turn around this year and expects revenue to double after it restructured into an integrated logistics service provider. It is negotiating with foreign business partners and expects a response within six months. (Kao Hoon, 2/8/18) DELTA DEISG announced a plan to make a tender offer to acquire all of DELTA […]

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AEONTS AEONTS reported 1QFY18 net profit of Bt928mn, increasing 50% YoY. (Kao Hoon, 12/7/18) Comment: This has beaten everyone’s expectations.  BKD BKD reports a record high of backlog of Bt2bn, with Bt1.4bn to be booked this year. It plans to bid for projects both inside and outside Thailand. (Kao Hoon, 12/7/18) CHAYO CHAYO announced the […]

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BRR BRR plans to propose a plan to invest in a premium grade refined white sugar plant to the board in April. It is going to start the production of bagasse products in the end of 2018. It says sugar cane volume in 2017-2018 production season is at 2.9mn tons, which will generate sugar volume […]

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AU AU reported 2017 earnings of Bt129mn, growing by 30.47% with net margin improving from 16.23% to 17.53% thanks to higher sales and effective cost management. It announced a dividend of Bt0.15/share, XD on May 7. (Khao Hoon, 02/03/18) Comment: Earnings of THB 129mn, a market cap of THB 10.6bn, ok, so perhaps they can […]

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ALLA ALLA expects 2016 revenue to grow 20% with backlog of Bt282mn. It expects most of its backlog to be booked this year. It expects to get a Bt200mn project in 2Q17. (Kao Hoon, 21/03/17) BAY BAY targets 2017 personal loan growth of 11% from last year’s Bt645bn on high demand. It targets savings deposits […]

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AJ AJ reported substantial growth in 2016. It expects 2017 performance to be robust from expanding to Europe, stimulus measures, exports, and better purchasing power. It expects this to increase orders for BOPP, BOPET, and BOPA, which are used for packaging. It plans to introduce new products with higher margin. It also plans to do […]

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BCPG BCPG expects to complete A 50MW wind power plant in the Philippines in 1Q17 and expects to book profit sharing immediately. It showed a solid balance sheet with lower D/E ratio of 0.9X. It expects 2017 EBITDA to grow 20%. It is talking to a prospective partner to take part in a solar farm […]

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2S 2S targets steel sales of 180,000 tons/year with an investment budget of about 5% of total assets. It also plans to improve machine efficiency which it expects will boost 1H17 performance. It also plans to expand to CLMV on the back of high demand. (Thun Hoon, 17/02/17) ACAP ACAP posted 2016 revenue of Bt468.8mn, […]

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AOT AOT will split par to Bt1/share on Jan 27 which will increase liquidity. It expects 1QFY17 earningsof Bt4.9bn, up 6%, brought by more passengers. (Kao Hoon, 24/01/17) Comment: Retail investors and basically everyone else are going to love this.  CHOW CHOW plans to operate more power plants. It targets total capacity of 100MW by […]

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ASEFA ASEFA plans a roadshow abroad which it hopes will bring in more investment by funds. It will make a decision by the end of January. It has budgeted more than Bt10mn to open seven new branches nationwide. It targets 2017 revenue growth of 15% YoY, with more jobs waiting to be booked and new […]

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