DTAC DTAC reports 3Q17 net profit of Bt601mn, decreasing 8.8% with 9M17 net profit of Bt1.5782bn decreasing by 23.50%. However, it reports strong EBITDA margin of 41% as a result of adapting a digital platform to its main business. (Khao Hoon, 19/10/17) Comment: EBITDA seems to be the way people are valuing DTAC, hence the […]

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COL COL expects a strong performance in 2H17 after it sold its online business to Central Group, which will boost its earnings 66%YoY. 2Q17 earnings increased by 23%YoY on rising orders. The growth will come from the e-book business as well. (Thun Hoon, 10/8/17) Comment: Does this just go to show that the online business […]

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FTSE rebalancing: rebalancing will happen during the close of today. These are the changes… FTSE Large-Cap = No changes. FTSE Mid-Cap = Add: EA, BPP, TPIPP, KSL, VNT, WHAUP // No deletions FTSE Small-Cap = Add: ORI, CMR, SQ, LANNA, TNR, FN, GLANDRT, UTP, MACO, CTW, TKS // Delete: VNT (move to mid-cap), CRANE (move […]

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BEAUTY BEAUTY reported 1Q17 revenue of Bt687.53mn, up 29.7% with net profit of Bt199.65mn, up 54.5% on the back of better sales at each distribution channel. It continues to expand both at home and abroad and also plans to distribute to King Power and 1,100 7-Eleven stores. It plans to expand to an online channel, […]

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BDMS BDMS expects 2017 net profit of Bt9.4mn on the back of more patients. It expects its Wellness Clinic to open its doors this year, targeting the high-end segment. (Kao Hoon, 20/04/17) Comment: Random thought – which listed companies provide the medical equipment and supplies to all these hospitals?   BEAUTY BEAUTY plans to hold […]

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AOT AOT reports 54mn passengers in the past five months, up 6.8%. It reported flights of 344,000, up 6.4%. (Kao Hoon, 28/03/17) Comment: What tourism slowdown?   CHEWA CHEWA targets 2017 revenue of Bt2bn aided by Bt2.34bn backlog, of which 50% is expected to be booked this year. It expects 2017 net margin to hit […]

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AKR AKR expects 2017 revenue growth of 50% to reach Bt2.5bn and expects 1Q17 earnings to be unchanged from 1Q16. It has backlog of Bt700mn, all of which it will book this year. It is waiting to bid for government projects valued at Bt2.5bn and expects to get 10-15%. It continues to sell solar panels […]

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A A expects 1Q17 sales to reach Bt2bn, with total sales of Bt9bn in 2017, bringing revenue of at least Bt6bn. It plans to launch eight new projects with a total value of Bt7.4bn. It has budgeted Bt1bn to buy land to develop new projects. (Thun Hoon, 22/02/17) Comment: The company seems to be continually […]

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ABC ABC plans to launch E-Payment service via WeChat Pay. It intends for this to be a payment application for Chinese tourists. It plans to partner with 10,000 stores. It expects this to contribute revenue of at least Bt1bn/month. (Kao Hoon, 21/02/17) Comment: Right…but then their actual revenue from this may only 1-3%? This company […]

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AOT AOT will split par to Bt1/share on Jan 27 which will increase liquidity. It expects 1QFY17 earningsof Bt4.9bn, up 6%, brought by more passengers. (Kao Hoon, 24/01/17) Comment: Retail investors and basically everyone else are going to love this.  CHOW CHOW plans to operate more power plants. It targets total capacity of 100MW by […]

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