Names today: BSM, DELTA, IEC, ILINK, KSL, NWR, PCA, PCSGH, SAWAD, SMT, SORKON, SVI, SYNEX, TMB, TPOLY, WORK BSM BSM expects 2015 revenue of Bt600mn (+20%), meeting target. It plans to cooperate with KCM to increase distribution channels, especially for high margin products. It targets 2016 revenue growth of 15-20%. It expects exports to comprise […]

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AJD AJD expects to sign contract with YTO Express in September. It plans to invest in the logistics business in Thailand soon. (Khao Hoon, 31/08/15) AOT AOT expects to invest in Suvarnabhumi phase 2, valued at Bt56bn, by the end of this year. Management expects performance to be good as total passengers grew 14% in the first […]

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BEAUTY BEAUTY targets to maintain gross margin of 69%. It plans to introduce a new product in 3Q15. 2H15 is expected to be good thanks to seasonality. The plan to set up a distributor in Indonesia is expected to be finalized in 3Q15. It expects Bt1.7bn revenue from abroad this year. (Thun Hoon, 23/06/15) Comment: […]

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AMATA AMATA holds roadshow for AMATA Summit Growth REIT. It says local and foreign investors are interested in AMATA Summit Growth REIT due to its high dividend yield of 8.7%. It is expected to trade in June. (Thun Hoon, 03/06/15) Comment: And thus AMATA should be able to book a decent profit in 2Q15 AUCT AUCT opens […]

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ABC ABC expects to report net profit in 3Q15 after a loss of Bt32mn, with revenue of Bt3bn. It plans to expand to E-commerce by launching an application with a credit card point redemption campaign. (Khao Hoon, 26/05/15) Comment: I still have extreme doubts on ABC’s business, perhaps they’ll allow us to redeem credit card […]

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AOT APPS moving forward – AOT’s board has approved the hiring of 2S Consortium to operate the Advance Passenger Processing System (APPS), an online passenger-information exchange system, to improve customs and immigration services and shorten entry time at airports. The consortium consists of Somapa Information Technology and Samart Comtech. AOT will charge Bt35/passenger and expects […]

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ANAN ANAN says 1Q15 will be good, backed by large backlog. It will spend Bt4bn for land acquisition and double new launches to Bt31.5bn. It plans to grow backlog to grow revenue over the next five years. It believes the property and building tax will raise developers’ cost. (Thun Hoon, 23 Mar 15) Comment: And […]

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BEAUTY BEAUTY expects 2015 revenue and net profit growth of 20% YoY as it will invest Bt150mn in a warehouse and employee development and Bt150-180mn in new branches. (Kao Hoon, 27/11/14) Comment: The only consumer name in Thailand that has had positive SSSG, a growth machine, a cash machine its positively surprised me, shows how […]

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ADVANC AIS plans Bt60bn digital drive – Advanced Info Service Plc (AIS) has set aside at least Bt60bn for the first stage of fourth-generation (4G) wireless and fixed-line broadband project developments next year in a quest to capitalise on emerging digital lifestyle trends. (Bangkok Post, 19/11/14) AJD AJD targets 5mn digital TV set-top boxes for […]

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BCP BCP says EBITDA this year will hit Bt10bn supported by revenue from its solar farm and investment in Nido Petroleum. It will go on a roadshow with the SET in the US. (Kao Hoon, 28/10/14) Comment: I’ve never liked their E&P expansion and with the refcent 20% decline in oil prices I do wonder […]

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