Here’s the headlines from companies during the holiday period – no comments Stocks in the news (crd, itel, ktb, ktc, maco, meta, ocean, ptt, tasco) 24.12.18 CRD CRD expects many jobs next year, especially from private entities. Management targets revenue of Bt1.6-1.8bn next year from the expected Bt1.3bn this year. It expects backlog to reach […]

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AP AP reported 11M18 presales of Bt41.5bn, exceeding its full-year target of Bt39.8bn. Revenue from its JV was Bt27.1bn, a record high. (Kao Hoon, 17/12/18) Comment: So even despite great earnings and pre-sales numbers this stock has also plummeted ASEFA ASEFA expects many projects to come up for bidding next year, especially big infrastructure and […]

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BANPU BANPU expects revenue to reach US$3.2bn, growing by 20% this year. Coal sales volume was 45mn tons. It expects revenue to grow next year supported by the high price of coal of US$98-108/ton. (Kao Hoon, 16/11/18) BGC BGC reports that its glass packaging factory in Ratchaburi has started up. This increases production capacity by […]

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AMATA AMATA expects to sell 925 rai of land this year and 800 rai next year. Many Chinese investors are buying its land. It expects economic growth to support revenue. It says recurring income is increasing. It will sell land in the industrial estate in Myanmar next year. (Thun Hoon, 15/11/18) Comment: Earlier in the […]

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AOT AOT entered into joint venture with SAL to improve parking service and airport equipment. It will hold 49% of the JV. It is looking for new investments. (Thun Hoon, 12/10/18) BGRIM BGRIM signed its Power Purchase Agreement (PPA) with Vietnam’s government. The 257MW plant will start commercial operations on June 30, 2019, boosting revenue […]

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BA BA says it will miss its revenue growth target of 7-10% this year because of high fare competition. It expects 3Q18 results to grow QoQ supported by high season It expects passengers to grow by 4-6% this year. (Kao Hoon, 31/8/18) Comment: And they’ve been hit with the higher oil prices, but benefited from […]

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CENTEL CENTEL expects 2018 revenue growth of 7-8% supported by high season, economic growth and recovery of Chinese tourists. It is acquiring 2-3 food companies both at home and abroad. One acquisition will be clear this year. It has raised its investment budget to Bt3bn (from Bt2.4bn) to support its revenue growth. (Thun Hoon, 22/8/18) […]

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DCC, ZIGA ZIGA partners with DCC to sell its product in DCC stores, supporting ZIGA’s revenue growth target of no less than 15% this year. DCC expects 2018 revenue growth of 10% after its sales recover and a bump up of 5-5% in product prices. (Kao Hoon, 6/8/18) Comment: DCC…one could say its cheap, one […]

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ASAP ASAP expects an acceleration in its revenue in 2Q18 as a result of a rise in car rental customers. It targets 2018 revenue growth of 25% YoY. (Thun Hoon, 7/7/18) Comment: Another stock that has had a mini crash. Love the management style and their ability to grow esp vs their competitors that are […]

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ANAN ANAN expects transfers will increase in 2Q18 as Ashton Asoke project worth Bt6.7bn has started transfers. The company is going to launch three new projects worth Bt8.047bn and targets to achieve revenue of Bt38bn. (Kao Hoon, 18/5/18) Comment: But this hasn’t been official yet hence the volatility in the share price in the past […]

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