BJCHI BJCHI expects big projects due to higher oil prices. It currently has backlog of Bt850mn which will be recorded in 3Q and 4Q. It is bidding in auctions worth Bt7bn in 2H17 and the beginning of 2018. (Thun Hoon, 4/9/17) Comment: They’ve been struggling ever since oil prices decline. But they still have a hefty […]

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BCPG BCPG expects 2Q17 to be stronger QoQ backed by contribution from the new power plant. The company targets 25% revenue growth from Bt3.38bn in 2016. It will bid for more PPA in the new lot of government waste power plant bids. It expects 30-40 MW. (Thun Hoon, 16/6/17) BEAUTY BEAUTY is targeting small sized […]

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BBL BBL to support credit loan of Bt1.44bn for 20.1MW hydropower plant in Laos in the JV between B Grimm and S.V. Group. (Thun Hoon 25/05/17) Comment: Rumours have it that B Grimm will eventually IPO on the SET. It’ll be interesting to see which businesses they decide to bundle into the IPO should it […]

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AAV AAV said load factor has risen to 90-100% on seasonality, more routes and more flights. It expects 1Q17 performance to be good. It plans to open more international routes and increase the number of flights to India. (Thun Hoon, 12/04/17) AOT AOT expects robust earnings in 2QFY17 of Bt6bn aided by 8% passenger growth. […]

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AAV AAV expects 1Q17 performance to be good on seasonality. It expects load factor to hit 86% against its full year target of 84% with passengers of 19.5mn. It plans to increase both domestic and international routes to handle the CLMV market. (Thun Hoon, 06/0 3/17) AMATA AMATA expects to benefit from high demand from […]

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ASN ASN targets telesales staff of in 2017 from 250 this year. It will submit its 3Q16 performance for board approval this week. It expects sales to grow from online insurance. It expects total insurance premiums to grow 20-25%. (Thun Hoon, 08/11/16) Comment: As a pure broker of insurance they’ll earn ~10% of what they […]

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APCO APCO set up three subsidiaries, which it expects to support its 2017 performance. It expects 2016 revenue growth to be higher than 10% because it plans to boost sales in the last three months. It expects 4Q16 revenue to be peak. (Thun Hoon, 05/10/16) Comment: They haven’t quite been able to do the magical […]

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BEAUTY BEAUTY expects 2H16 high season to support its sales. It is confident that 2016 revenue will grow more than 20%. It plans to expand its branches in Thailand and abroad. (Kao Hoon, 24/08/16) Comment: The odd thing is that we are seeing management sell shares in the market    BJC BJC expands glass output […]

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A Areeya expects 2H16 to launch 6 new projects in total worth Bt5.6bn. It will maintain its 2016 sales target of Bt10bn and expects revenue of Bt7bn. It will bid for a government housing project this week. (Kao Hoon, 20/07/16) Comment: It will be interesting to see the outcome of the government project work. Plus […]

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BEM BEM expects to open MRT Purple Line on Aug 6. It expects this to increase 2016 revenue growth to 15% as it will book Bt500mn/quarter as operating revenue. It expects 60,000 passengers/day. (Khao Hoon, 11/05/16) BIG BIG reported 1Q16 earnings of Bt234mn (221% growth) thanks to the boom in digital cameras. It expects revenue […]

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