ADVANC ADVANC decided not to participate in the upcoming 900 MHz spectrum auction because it has sufficient spectrum and in fact holds the most in the industry. It reiterates that it is number one in terms of customer base with more than 40mn telephone numbers. (Thun Hoon, 9/10/18) Comment: NBTC is struggling to make itself […]

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BGRIM BGRIM is acquiring power plants with many hundred MW in cooperation with partners. It plans to invest in power plants in Vietnam and South Korea. It expects 2018 revenue growth of 20%. It is financially strong with cash of Bt20bn (Kao Hoon, 27/8/18) BTS BTS expects fare revenue to reach Bt6bn in two years, […]

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BGRIM BGRIM to expand alternative energy business in ASEAN. A solar farm project in Vietnam with 100 MW will be clear within 2Q18. (Thun Hoon, 30/3/18) Comment: The entire renewable/alternative energy space has been rocked by the comments from the Energy Minister. FSMART FSMART said banks’ cancellation of fees on digital transactions will not affect […]

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The key changes as of 30 Nov ’17 are as follows: MSCI GLOBAL STANDARD INDEXES THAILAND + none / – 1 (-) BEC MSCI GLOBAL SMALL CAP INDEXES THAILAND +5 / -6 (+) BEC, GGC, ORI, VNT & WHA (-) AIRA, GPSC, NYT, SCN, STPI, THRE

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AOT AOT denies giving special treatment to King Power and is ready to explain to the court on July 25 . (Kao Hoon, 07/07/2017) BANPU BANPU confirms that the flood in China won’t impact sales volume and will actually help increase demand for coal to replace hydropower that is lost. The company expects sales volume […]

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AAV AAV reported strong ticket presales for 3Q17. The company is increasing its flight routes to boost sales. It expects to add four more routes in 2H17 which will push up passenger numbers to over 19.5mn and support 16% revenue growth YoY. (Thun Hoon, 20/6/17) ADVANC ADVANC will sign 2100 MHz with TOT this year […]

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A A targets 2018 revenue to reach Bt10bn from 2017’s target of Bt7bn. It plans to launch eight projects valued at Bt8.9bn. It is positive toward the outlook for the property sector. It expects 2016 sales to hit target of Bt6bn with a new high for net profit. (Kao Hoon, 01/12/16) DEMCO DEMCO got a […]

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BAY BAY expects 2016 auto leases to reach Bt133bn. It has raised its loan target to Bt279bn after expanding its services to the eastern part of the country. (Thun Hoon, 16/09/16) Comment: The moment that BAY increases the free float i wouldn’t be surprised to see the stock price increase based purely upon fund flow […]

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BJCHI BJCHI expects to get a new job worth Bt10bn to add to its backlog of Bt3.1bn. It plans to expand to a new market. It expects 2016 revenue to grow 15% from Bt5.75bn last year supported by backlog awaiting booking. (Thun Hoon, 22/08/16) Comment: Regardless of the oil price decline BJCHI still seems to […]

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Names today: CHG, COM7, CPN, DRT, EFORL, JTS, KC, KTC, MC, NYT, PLANB, PTT, PYLON, SLP, SMT, TCMC, TPAC CHG CHG expects to acquire one hospital this year. It expects 1-2 deals to be concluded next year. It expects its expansion plan to raise revenue by 18-20% this year from 2014’s Bt2.7bn. It expects net […]

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