ADVANC ADVANC to invest Bt2bn in customer care. Serenade customers are targeted to hit 4mn within 2017 from 3.5mn now. (Khao Hoon, 20/7/17) AH AH sold shares in its joint venture “Quantum Inventions Pte Ltd” to Continental for SGD9.25mn. This could be booked as extra gains in 3Q17. It targets 2017 revenue growth at 5%. (Thun Hoon, […]

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AOT Treasury Department has asked AOT to provide a figure for the amount of commercial space it has and submit this within two days. For the new rental agreement, it is proposing to charge 5% ROA for commercial area in Suvarnabhumi airport. (Khao Hoon, 14/7/17) CPALL CPALL is planning to add 212 stores and targets […]

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AQ AQ sold 34,140 million private placement shares worth Bt1.7bn. It is progressing on selling more shares and believes that this is a good signal to negotiate with KTB. (Thun Hoon, 13/7/17) Comment: This was supposed to be an up and coming property firm a few years ago to only have fallen apart in the […]

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AQ SET is ordering AQ to announce details on its equity increase worth Bt150bn and its impact on shareholders, as well as its private placement deal and debt repayment of Bt10bn by June 1. (Bangkok Post 31/5/17) BIZ BIZ is in talks with 8-10 public and private hospitals to install its radiotherapy machine worth in […]

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AOT AOT expects passenger pass-through via its 6 airports to reach 5.36mn during the 14-day Songkran festive season, an increase of 12.05% YoY, with 32,000 flights, up 7.22%YoY (Kao Hoon, 05/04/17) Comment: What slowdown in tourism?   BIZ BIZ wins a project for radiation therapy machine installation worth Bt84.9mn at Roi-et Hospital. The contract will […]

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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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BA BA expects 2017 passenger growth of 13-15% and revenue growth of 10% but expects profit to be stable from 2016 as oil prices will be coming back up. It plans to expand to China in February-March, flying to Guangzhou and Chongqing. (Kao Hoon, 30/01/17) Comment: We’ve heard rumours of a new private airport just […]

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AJD AJD and partners set up two subsidiaries and is taking a stake of over 50%. It expects this to provide growth as well as lower risk from core business. (Thun Hoon, 25/01/17) AOT AOT expects passenger pass-through to reach 3.87mn with 23,000 flights on Chinese New Year. It says tourists from China dropped to […]

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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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AP AP expects to transfers Bt19.23bn in eight condos in 4Q16. It plans to launch s marketing campaign in Nov in order to boost its presales. (Kao Hoon, 02/11/16) Comment: There’s a lot of condo’s in the industry that will have to be transferred in 4Q this year, back of the envelope numbers indicate close […]

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