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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ABC ABC is talking to a prospective partner in China to provide WeChat Pay service in Thailand. It continues to improve its back office with the goal of improving its data management. It plans to develop an e-wallet application to meet the needs of the new generation. (Thun Hoon, 24/05/17) Comment: Not sure I would […]

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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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AOT AOT expects 2016 profit of more than Bt19bn. It expects 4Q16 profit of Bt4.2bn, growth of 10% YoY, supported by more passengers and more flights. (Kao Hoon, 20/09/16) Comment: There have been mumurs that if Thailand really does crack down on the zero dollar tourists from China that AOT could lose 10% of revenues […]

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AGE AGE expects revenue from port and warehouse business of Bt100mn. It expects full-year sales to reach target of 2mn tons. It expects 2Q16 earnings to be good. It plans to expand abroad and is waiting for results of its bid for a biomass power plant in South. (Thun Hoon, 01/08/16) AMATAV AMATAV expects 2017-2018 […]

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ASIMAR ASIMAR says it is looking for a partner. It targets 2015 revenue of 15-20% as it expects to get two more jobs in 3Q15-4Q15. It expects to book revenue from two Cambodian ships. It plans to focus on ship maintenance jobs to increase margin from 10-30% to 50%. (Thun Hoon, 24/08/15) Comment: ASIMAR has been looking […]

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ADVANC ADVANC says 2Q15 profit is expected to grow to Bt9.1bn (+7%), with 1H15 growth of 6% to Bt19bn. It expects to pay interim dividend of Bt6.54/share, higher than last year’s Bt6.04/ share. (Khao Hoon, 25/06/15) Comment: Analysts have now begun downgrading ADVANC’s potential profit growth for this year and next, but its still a […]

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BA BA looks for good 2015, supported by better tourism industry. It expects passenger number to grow by 6mn from 4.79mn last year. It will expand fleet, adding four new ATR72-600s. In 2018, it will have 43 planes versus 27 planes at end 2014. This will support passenger growth in line with the turnaround of […]

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AJD AJD announces capital increase for 13 investors at price of Bt0.1/share. The SET has requested greater details by 28 November as the company’s selling price is 97.48% below the average price and below book value, which will create 50% dilution for existing shareholders. (Kao Hoon, 26/11/14) Comment: Well any surprise? If only we could […]

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AIT Backlog over Bt3.7bn. It is confident that 2014 revenue will meet target of Bt6.2bn. It aims to bid for new projects worth Bt7.6bn. It reported 1Q14 net profit of Bt199.17mn, +34.84% YoY after completing more projects. (Khao Hoon, 12/05/14) Comment: But on an EPS basis growth is half what was reported due to the […]

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