AGE AGE projects revenue proportion from overseas will rise to 30% on an increase in orders from Vietnam and China brought by rising demand for coal. It targets 2018 revenue to grow by 20-25% and currently has backlog of 300,000 tons, all of which will be booked in 1H18. (Thun Hoon, 18/1/18) LH LH targets […]

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AH AH expects 1Q18 results will be outstanding and expects 2018 earnings to again make a new high as vehicle production has increased by 2mn. It is negotiating for joint venture and acquisition deals and plans to research setting up factories in Malaysia, Indonesia and Vietnam. It also plans to conduct a roadshow in the […]

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A A targets 2018 revenue of Bt6.4bn from the booking of current backlog of Bt4bn and targets presales to grow by 10-15%. It plans to launch 17 new projects worth Bt20bn and has budgeted Bt600mn to buy land. (Thun Hoon, 15/12/17) ETE ETE plans to increase 2018 revenue by 20-30% backed by growth in four […]

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Fresh from the headlines of brokers this morning. FTSE SET large cap index (+) EA FTSE SET mid cap index (+) BGRIM, ORI, PRM, RATCH, RS, TOA FTSE SET Shariah index (+) AIT, AMARIN, BAFS, EKH, FN, GGC, HFT, SEAFCO, SRICHA, TOA, TPIPP, UVAN  Date to be applied : 15th Dec Effective: Monday, 18th Dec

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BCP BCP projects 2018 gross refining margin will be close to 2017’s at US$6-7/bbl and average production volume of 111,000 bbl/day. It believes demand will still be high and plans to list BBGI in the stock market in 4Q18. (Thun Hoon, 23/11/17) Comment: They don’t really talk much about the failed investment in the oil […]

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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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BEAUTY BEAUTY targets 2018 revenue growth of 20% from 2017 to Bt3.1bn. It also plans to further expand its business overseas, with plans finalized by the beginning of 2018. It reports 3Q17 earnings of Bt348.20mn, growing by 65.61%, on higher sales and margin. (Thun Hoon, 14/11/17) Comment: Just astounding #’s FSMART FSMART reports 9M17 earnings […]

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BIG BIG has bottomed out after entering high season and is changing its strategy to sell cameras and mobile phones in order to accelerate its earnings recovery in 4Q17. (Thun Hoon, 6/11/17) Comment: Still have my doubts on their ability to continue pushing new cameras to the market, unlike iPhones its a different consumer behaviour […]

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ADVANC ADVANC reports 3Q17 net profit of Bt7.469bn, growing by 14% in tandem with the increase in total revenue, while EBITDA increased by 15% to Bt17.589bn because of effective cost and expense management. It plans to invest Bt5bn to expand its high-speed internet network. (Thun Hoon, 3/11/17) Comment: The news that 1) the NBTC set […]

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BIZ BIZ plans to sign contract for distribution of new cancer radiation treatment machine in October. It expects to increase projects in hand to Bt1.3bn and also plans to get 3-4 new projects, worth Bt400-500mn. It targets to sell at least four machines. It also says that many domestic and foreign funds have expressed interest […]

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