A lot of deals have taken place in the past few months, we’ve had a change of major shareholders in NOBLE, GLOW being acquired by GSPC, and LH’s founder going for another 10% in his co.¬†And now the latest one is SPALI w/ MK, although granted back in the day a related family member of […]

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AP AP targets 2018 revenue at Bt28.1bn and presales at Bt33.5bn. It is going to launch 34 projects, worth Bt49bn after making a new high for 2017 presales of Bt42.9bn. (Khao Hoon, 07/02/18) CHEWA CHEWA plans to launch new projects worth Bt3.75bn. It targets 2018 revenue to grow by 20% to Bt2.4bn. It believes the […]

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AS AS is talking to a prospective partner to invest in a new business. It expects a conclusion within this year. It expects net profit to return to the black in 2017 and plans to wipe out retained losses. It plans to launch 13 games over six countries. It plans to expand to Myanmar and […]

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BJC BJC will recognize a full year revenue from BIGC after completing M&A. It expects 2017 net profit of Bt7.7bn, up 104%YoY on the back of 1-2% SSS growth and new stores. (Thun Hoon, 08/02/17) Comment: 3 things, 1. Full year recognition; 2. Interest payments decrease; 3. BIGC margins improve. Now if BJC executives get […]

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AAV AAV targets 19.5mn passengers in 2017 and expects load factor of 84%. Going forward, its strategy is to expand its route network to new potential markets including CLMV that will balance revenue contribution which at this point is heavily reliant on the China market. It plans for the expansion to eventually lower the revenue […]

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ASEFA ASEFA targets 2017 revenue growth of 10-15% and plans to bid for government and private jobs. It has backlog on hand of more than Bt1.8bn, of which it will book 70% this year. It has a budget of Bt10mn to open 10 new branches. (Thun Hoon, 02/02/17) Comment: Well if thats the case then […]

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AS AS expects 2016 revenue to remain at 2015 level. It expects profit in 2017 after restructuring its business and plans to write off retained loss of Bt1.03bn. (Kao Hoon, 18/11/16) Comment: Well I’m not entirely convinced their “new business model” is going to be successful. BGT BGT plans to open a branch in Vietnam […]

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BTW BTW is talking to a prospective partner to expand to the power business. It expects a decision to be made this year. It expects 2H16 performance to be good backed by solar farms in cooperative units. It expects 2016 revenue to reach Bt2bnm as targeted. Its backlog is Bt1.9bn, of which 50% is expected […]

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ADVANC ADVANC plans to increase 2016 revenue target to accommodate greater revenue from services and a campaign to stimulate sales. It expects the 900MHz license to cut EBITDA margin in 2H16 to an average of 38-39% in the year. It expects maintain its 100% dividend payout. (Thun Hoon, 19/08/16) Comment: While the dividend payout ratio […]

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AGE AGE reported 1Q16 profit growth of 114% YoY on total revenue of Bt940mn thanks to its cost reduction as well as a better performance. It targets 2016 revenue growth of 10%. (Thun Hoon, 17/5/16) Comment: It’s still far away from where they used to be pre’08 AOT AOT reported 2FYQ16 net profit of Bt5.56bn […]

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