BSM BSM’s earnings in 1Q18 improved significantly, up 115.6% YoY, supported by strong performance of its hospital segment. The company targets revenue for 2018 at a record high of Bt800mn. It will expand to the property development business. (Thun Hoon, 17/5/18) Comment: They’ve been quiet for some time. Wondering if this is going to be […]

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Hot off the presses! The following are changes in constituents will take place as of the close of May 31, 2018: MSCI GLOBAL STANDARD INDEX (+1) LH (-2) KCE, SCC-F   MSCI GLOBAL SMALL CAP INDEX (+6) DDD, KCE, MONO, PRM, THG, TPIPL (-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE

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I would love to see this implemented throughout the world. Companies do forget at times that shareholders, no matter how small, are owners of the business and in the end they have to answer to them. So it’s a refreshing to see this type of letter being published and distributed. As usual here’s some snippets […]

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COM7 COM7 expects new high in 2018 earnings and revenue; it targets revenue growth at 15% with growth in all businesses. It has budgeted Bt380mn to add 195 more branches and franchises, bringing the total to 629 in 2018. It plans to expand online, and in the commercial and education markets. (Khao Hoon, 24/1/18) Comment: […]

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COMAN COMAN targets 2018 revenue to grow by 20% from this year from an increase in the number of tourists. It plans to add distributors in 10 countries and expects to close the deal to acquire tourism and ticket agency businesses next year . (Khao Hoon, 7/12/17) IFEC IFEC filed a petition requesting the court […]

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BEAUTY BEAUTY targets 2018 revenue growth of 20% from 2017 to Bt3.1bn. It also plans to further expand its business overseas, with plans finalized by the beginning of 2018. It reports 3Q17 earnings of Bt348.20mn, growing by 65.61%, on higher sales and margin. (Thun Hoon, 14/11/17) Comment: Just astounding #’s FSMART FSMART reports 9M17 earnings […]

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ADVANC ADVANC maintains 2017 revenue growth target of 4-5%. It plans to be a leader in data services in 2H17 by increasing 4G customers to reach 40-50% of its customer base of 40.5mn. It also plans to expand home internet. (Khao Hoon, 17/8/17) AOT AOT to pay rental to Treasury Department at 4% of ROA […]

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CK CK gets a project worth Bt275mn. CK got the Srirat outer ring expressway project worth Bt275mn. This puts its backlog at Bt97.7bn. (Khao Hoon, 3/8/17) MACO MACO plans M&A deals both abroad and in Thailand. This is expected to be more clear in 4Q17. It plans to invest Bt150mn to change 30 LED boards. […]

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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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BIZ BIZ announced 1Q17 earnings of Bt4.12mn, growing from 1Q16’s Bt0.39m, driven by higher sales and lower cost. It plans to launch new products. It plans to continue transferring Bt350mn in work on hand. (Thun Hoon, 17/05/17) Comment: I am curious to hear about this business BRR BRR reports 1Q17 net profit growth of 221% […]

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