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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CHG CHG targets 2018 revenue to grow at 10-15%. It says 1Q18 earnings will be good, driven by more patients. It plans to open a new hospital in Prachinburi worth Bt500mn, increasing patient beds to 699 by end-2018. (Thun Hoon, 2/4/18) Comment: It appears that every hospital group is going to announced decent 1Q numbers […]

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ANAN ANAN corporates with Ascott in for serviced apartments. It targets four projects in four areas with a total value of Bt10bn. It targets rental revenue in 2021 of Bt1.5bn. (Kao Hoon, 29/3/18) Comment: Part of their long term plan, well telegraphed by management for a few years, but the overhang for now is still […]

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BRR BRR plans to propose a plan to invest in a premium grade refined white sugar plant to the board in April. It is going to start the production of bagasse products in the end of 2018. It says sugar cane volume in 2017-2018 production season is at 2.9mn tons, which will generate sugar volume […]

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BIZ BIZ targets 2018 revenue to grow by 10%. It recently signed a contract to sell a radiation therapy machine to Metropolitan Hospital Tha Chalom for Bt90mn, raising its backlog to Bt1.450bn. It is going to bid for new projects, worth Bt1bn. (Khao Hoon, 20/02/18) Comment: An interesting business ridiculously priced! CHEWA CHEWA targets 2018 […]

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ANAN ANAN targets 2018 total number of transfers to grow by 76%, reaching Bt40bn and targets presales to grow by 24% at Bt40bn as well. It plans to launch 22 new projects worth Bt48bn and has budgeted Bt9-11bn for investment to buy land. (Thun Hoon, 24/11/17) Comment: Still a straightforward story from this developer, the […]

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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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AMATA AMATA will use 8,000 rai to develop “Smart city”, partnering with SAAB from Sweden. It plans to start the investment in early 2018 and establish a joint venture company for aircraft parts production and aviation practice center. It also believes 2017 land sales will reach 1,000 rai. (Thun Hoon, 6/10/17) Comment: Its interesting that […]

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AOT AOT will start the bidding for improvement and management of commercial area. It expects 2018 passengers to grow by at least 5% and for revenue to grow by 10%. The board has already approved a 5-year retroactive land payment to the Treasury Department of no more than Bt1.4bn and a 2018 payment of Bt900mn. […]

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BANPU BANPU bought 25.7% of Sunseap Group Pte Ltd. (Sunseap), a leader in green energy full service provider in Singapore, for Bt1.86bn, as it plans to grow its overseas energy business and become a leader in the energy business. It expects to have additional electricity production capacity of 47 MW . (Thun Hoon, 20/9/17) Comment: […]

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