CHO CHO expects to be awarded two mega projects for Khon Kaen city development as northern regional hub with total value of Bt26.96bn. The results will be known soon. If it wins these projects, its revenue and earnings will increase significantly. (Thun Hoon, 24/10/18) Comment: Well, it won’t be getting that full value, b/c part […]

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BCPG BCPG to start commercial operations of the first two solar projects with the Veterans Administration and sell electricity to the grid in July. (Thun Hoon, 23/7/18) HUMAN HUMAN expects 3Q18 revenue to grow, supported by Sigma accounting and tax service revenue, booking from July 1. In 2H18, it plans to launch a new product. […]

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BCP BCP to divest its indirect investment in Galoc oil field in the Philippines for Bt660mn and continue to expand its E&P investment in Norway with the expectation of concluding the deal by 4Q18. (Kao Hoon, 16/7/18) BGRIM BGRIM expects to start commercial operation of an additional 180 MW in 2H18. The company is working […]

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AGE AGE’s 2Q18 performance is likely to improve thanks to a favorable coal price at above US$119/ton . The company is preparing to ship 800k tons of coal in 2Q18 -3Q18 and maintains its revenue growth target of 20-25%. (Kao Hoon, 18/6/18) GFPT GFPT plans to inject Bt4-5bn to expand capacity to support long term […]

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AOT AOT’s board of directors gave the green light to second airports in Chiang Mai and Phuket budgeted at Bt126bn after forecasts showed the current airports will be fully utilized. It will propose the plan to the cabinet and shareholders for approval. (Kao Hoon, 25/5/18) Comment: With it supposedly completed by 2022, lets add 2 […]

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AOT AOT says plans to invest Bt120bn in second airports for Chiang Mai and Phuket. It expects to get board approval on May 25. On April 25, the AOT board approved a decision to accept a contract to manage four more airports (Udon Thani, Sakon Nakorn, Tak, and Chumporn) for the Department of Airports. This […]

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BCH BCH believes 2018 revenue will continue to grow; it has budgeted Bt3.676mn for three years of  investment to open five hospitals with a total of 867 beds and to renovate existing ones to improve the image of the hospitals and add value. (Khao Hoon, 28/03/18) BM BM is going to raise its 2018 revenue target […]

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BPP BPP is going to start commercial operation of 96.5 MW in 2018 and believes its operating capacity will reach 2,789MW in 2023. It plans to set a budget for merger and acquisition of power plants, focusing on renewable energy in Asia Pacific. It says capacity of Hongsa power plant is higher than expected. ( […]

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ADVANC ADVANC targets 2018 revenue growth of 7-8% YoY, upon booking 100% of CSL earnings. It plans to invest Bt35-38bn to expand its 4G-fiber network. It expects mobile revenue to grow by 3-5%YoY with 800,000 home internet customers. (Khao Hoon, 16/2/18) BTS BTS 3Q17 earnings were Bt889mn, +89.8%YoY, driven by revenue from mass transit, which […]

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ALT ALT signed an MOU with edotco, a Malaysian company, to provide telecommunication infrastructure construction services in Thailand and Southeast Asia. It expects this will raise the proportion of revenue from renting network infrastructure business to 50% within 2020. (Thun Hoon, 14/12/17) Comment: At first glance this doesn’t get one excited but when you realise […]

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