ALL to boost recurring income to 20% in 5 years after investing in the New Forum Plaza, to realize Bt4b backlog in 2H, on track to exceed Bt4.5b revenue this year. Comment: And its a trend amongst all the property developers to build a recurring income asset. Those that haven’t will continue to suffer ASIAN […]

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AU sees solid 2Q from positive SSSG and newly added 10 branches in the quarter, will debut franchise network in HK in 2H, expects better earnings from recognition of initial fee, royalty fee and ingredients order from company, eyes 15% revenue growth target. Comment: They knocked 1Q19 earnings out of the park! DTAC appears uninterested […]

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AMATA sees positive momentum 2Q from strong demand for IE land from Chinese investors, expects sales jumps 2H from additional contracts signed, 60% of Bt3.6b backlog to realize this year, sets Bt100m budget to estimate IE in Myanmar. Comment: There has been zero momentum from AMATA… BJC pays Bt0.55 dps, XD May 21, will debut […]

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ATP30 ATP30’s management targets revenue growth of 10% this year, focusing on customers in industrial estates. It is working hard to widen margin via cost control with target margin of 27%. It will provide service to a new customer in February. It plans to purchase ten service buses this year. (Thun Hoon, 22/1/19) Comment: Rather […]

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BCHBCH is confident that revenue and earnings will grow in double digits this year. It expects social security patients to grow 10% to 880-900k patients. It also expects 2018 revenue to be a record high. The Joint Standing Committee on Commerce, Industry and Banking (JSCCIB) will hold meetings on a medical care price cap on […]

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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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AOT FY2018 results to be released on Nov 30. Nitinai Sirismatthakarn, AOT president, says FY2018 performance will be announced on 30 Nov. He expects earnings to be a record high, supported by passenger growth that has put it over capacity. He expects a net margin of 40%. As for terminal 2 construction, it is waiting […]

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BEM BEM reported 3Q18 earnings of Bt3.12bn, +231.8%YoY, mainly from asset write-off. 9M18 profit was Bt4.83bn, +104.4%YoY. Revenue from tolls was Bt2.56bn and revenue from power plant was Bt1.22bn. (Thun Hoon, 12/11/18) Comment: Big BOOM!  BGRIM BGRIM reported 3Q18 earnings of Bt795mn, +40%YoY, driven by growth in commercial operations of its power plant. It will […]

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AIT AIT reported 3Q18 earnings of Bt61.8mn, -50%YoY. It expects revenue to drop and costs to stabilize next year. Backlog is Bt2.2bn. It is bidding for new projects to raise backlog. (Kao Hoon, 8/11/18) Comment: The traditional IT sector in Thailand has been dead ever since the military came in. ATP30 ATP30 reported 3M18 earnings […]

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ASK ASK expects 4Q18 loans to grow in line with economic expansion It expects loan growth of 10- 15% from last year’s Bt30bn. It expects NPL ratio to reduce to 2% due to loan quality improvement and strict debt collection. (Thun Hoon, 7/11/18) BBL BBL targets loan growth of 5% next year driven by government […]

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