FTSE rebalancing: rebalancing will happen during the close of today. These are the changes… FTSE Large-Cap = No changes. FTSE Mid-Cap = Add: EA, BPP, TPIPP, KSL, VNT, WHAUP // No deletions FTSE Small-Cap = Add: ORI, CMR, SQ, LANNA, TNR, FN, GLANDRT, UTP, MACO, CTW, TKS // Delete: VNT (move to mid-cap), CRANE (move […]

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AGE AGE expects 2Q17 to be strong from robust coal demand both domestic and overseas. The company has more than 300K tons of orders. Its strategy is to diversify risk and put more emphasis on sea logistics with eight coal transport ships in its current arsenal. (Thun Hoon, 15/6/17) ANAN ANAN expects 2Q17 revenue to […]

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ACAP ACAP has been rated “BB” by TRIS, signaling stable growth and a strong balance sheet. (Thun Hoon , 14/6/17) EA EA will book contribution from two wind farms worth 45 MW with the third wind farm to start up soon and push total capacity to 404 WM in 2017. This will support performance to […]

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AJD AJD expects to benefit after NBTC announced distribution of 4mn digital coupons on Mar 2. It expects 1Q17 performance to be robust. It targets set-top box sales of 600,000 units this year. (Thun Hoon, 20/03/17) Comment: The difference between AJD and FSMART is that AJD will recognise sales 1x when a machine is sold […]

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AIT AIT targets 2017 revenue of Bt5bn. Its backlog is Bt3.4bn and it expects to recognize Bt3bn this year. It plans to take part in upcoming bids. (Kao Hoon, 17/03/17) Comment: Since it raised capital 3-4 years ago the company hasn’t had the ability to perform yet.    AMA AMA expects 2017 revenue growth of […]

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AMA AMA expects to finish the deal to buy a second ship within 2Q17 and expects the ship to be in service in April. This will increase 2017 capacity to 72,000 tons from currently 46,000 tons. It targets 2017 revenue growth of 50%, backed by recovery in shipping. It plans to invest in the logistics […]

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ABC ABC plans to focus on E-Payment and expects to sign a contract with a financial institution and its partners. It plans to provide “ABC Payment service” to boost its fee income and 2017 revenue. (Kao Hoon, 23/01/17) BCP BCP’s board approved in buying 50mn capital increase shares of Lithium America Corps (LAC) via its […]

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CSL CSL expects a better performance in 4Q16 than in 3Q16 after recognizing revenue from ICT and IDC (Internet Data Center). It expects 2016 revenue to grow 2-3% as targeted. It plans to invest in IDC to handle new clients. (Thun Hoon, 06/12/16) Comment: Always a good dividend yield from this name but it has […]

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AJD AJD expects to reach 50,000 mobile top-up machines nationwide this year after reaching 30,000 in mid-September. It expects to get revenue from Alibaba members in 1Q17. (Kao Hoon, 14/10/16) Comment: Perhaps Jack Ma being in town this week helped the sentiment behind this name ASIMAR ASIMAR plans to bid for a PAT job worth […]

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AH AH expects 2H16 performance to be good on higher sales and lower cost. It targets 2016 revenue growth of 5%. It expects its investment plan in India to be concluded next year. It targets 2020 revenue to grow 100%. It got a good response from institutional investors at its roadshow in Hong Kong. (Khao […]

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