AQ AQ expects to resume trading on the SET after filing its 2Q17 financial statement after auditor approval. It believes it can continue in business after paying Bt1.63bn in damages to KTB. It says losses in 1Q17 were lower than in 1Q16 on lower expenses and reserves, even though presales also declined. (Thun Hoon, 15/9/17) […]

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BCPG BCPG plans to invest in hydro, wind, geothermal and biomass with finalization by the end of 2017 and the beginning of 2018 with targeted IRR of 12-15%. It is also in the process of studying an “Internet of Energy” and finding foreign partners to join. It expects market capitalization to reach Bt50-60bn by the […]

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BANPU BANPU stands to benefit from climbing coal price. Management expects revenue to grow 20% in 2017. Power business is also doing well both domestically and overseas. It is also looking to add another 1,000 MW to BLCP in order to support EEC. (Thun Hoon, 26/06/2017) Comment: What climbing coal price? CNT CNT received new […]

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AH AH expects 2H17 performance to benefit from auto sales recovery. It expects 2017 revenue to grow 5% YoY. The company expects to finalize on its overseas partnership within this year. (Kao Hoon, 23 /6/17) Comment: How is 5% revenue growth a recovery? Domestic automotive sales are still far below the peak in 2012 and […]

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ATP30 ATP30 expects 2Q17 earnings to be better than 1Q17 as it will book revenue from major clients. It is talking with 2-3 clients in an IE in the northeast and expects to benefit from EEC. Revenue growth in 2017 is expected to hit target of 15%. It is budgeting Bt120mn to buy 30 new […]

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AQ SET is ordering AQ to announce details on its equity increase worth Bt150bn and its impact on shareholders, as well as its private placement deal and debt repayment of Bt10bn by June 1. (Bangkok Post 31/5/17) BIZ BIZ is in talks with 8-10 public and private hospitals to install its radiotherapy machine worth in […]

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AH AH expects contribution from SGAH in 3Q17 on top of an additional US$10mn in interest income. The process is expected to finish 2Q17. The company aims to improve this year’s performance by reducing cost and efficiency. (Thun Hoon, 29/5/17) Comment: And that has helped propel its stock price by some 11% today. ASP ASP […]

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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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ABC ABC plans to invest in a commercial website named ABCPoint. It plans to provide system development that will add value and handle 4G clients. It expects to introduce a new service solution in 4Q17. (Kao Hoon, 25/04/17) Comment: What is this company’s business model? Over the years we’ve seen solar, ecommerce, something with alibaba, […]

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AH AH targets 2017 sales growth of 5% in line with the auto industry, which it believes has bottomed out. It expects car production to hit 3mn within five years. It plans to expand its business in one country, with a decision this year. It is studying setting up a plant in Malaysia. It plans […]

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