COM7 COM7 reported 3Q17 earnings of Bt150mn, growing by 66% with revenue of Bt5.529bn, up 39.80%, backed by an increase in distribution channels and the launch of a marketing campaign. (Thun Hoon, 10/11/17) Comment: That’s impressive numbers from COM7 FTE FTE reports 3Q17 earnings of Bt40mn, up 90%. It announced a dividend of Bt0.07/share, XD […]

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BIZ BIZ plans to launch a specialized cancer hospital collaborating with five specialists in cancer in order to expand its customer base and attract foreigners in tandem with the upcoming EEC. It targets Bt100mn revenue per year. It is preparing to negotiate 3-4 deals for the sale of cancer treatment machines worth Bt500mn next year. […]

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BJC BJC subsidiary BJIHK purchased Vina Paper Joint Stock Company  for Bt482.66mn from Diana Unicharm Joint Stock Company, entering the paper production and sales business in Vietnam. It believes this acquisition will strengthen its already fundamentals. (Thun Hoon, 25/9/17) CPN CPN is going to book Bt3.5bn insurance compensation for Central World’s fire, which will substantially […]

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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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AU AU expects 2Q17 to do better than 1Q17 from stronger demand. The company plans to open seven new branches. (Thun Hoon, 27/6/17) Comment: Every potential dream looks fully priced in CK CK expects to win 20% more projects in 2H17 from new bids worth Bt400bn for five dualtrack train lines and three electric train […]

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BTS BTS expects EBITDA margin for the Pink and Yellow Lines to increase to 64-69% in its final year and passenger numbers to grow 4.5-5.2% on average. (Thun Hoon, 21/6/17) CBG CBG is in talks with 3-4 retail operators in the UK to expand its business overseas. It expects to finalize the deal with 2-3 […]

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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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CNT CNT has achieved its target signed projects in 1Q17 of Bt3.6bn. It expects to get Bt12bn in projects this year to bring backlog to a record high of Bt10bn. It expects 80% of backlog to be recognized this year. It is talking to a party to partner it in upcoming bids. (Thun Hoon, 07/04/17) […]

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DRT DRT has set aside Bt100mn to upgrade its machinery, which it expects will reduce cost and expand margin to 25%. It expects 2017 revenue growth of 5%, supported by customer expansion and home renovations in the south. (Thun Hoon, 14/02/17) Comment: Walking/driving around the provinces over the weekend did give me an idea that […]

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ADVANC ADVANC decreased its payout ratio from 100% to 70% to support its financial statement. Its 2016 net profit was Bt30.66bn, down 22% because of higher expense. (Kao Hoon, 06/02/17) Comment: No surprises here. We are curious to see how much more they’ll spend on marketing campaigns. ARROW ARROW expects profit to record a new […]

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