BCPG BCPG expects 3Q18 earnings to be a record high as it will book extra gain from the sale of a solar farm project. The Bt3bn solar farm project will be sold to a mutual fund in Japan and the deal will be completed in September. (Thun Hoon, 18/9/18) BRR BRR is setting up a […]

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ADB ADB expects adhesive and sealant demand to grow in 2H18. It plans to expand both in domestic and foreign markets. It is controlling cost to keep gross margin stable. It reported 1H18 earnings of Bt16.43mn, +1,225%. (Thun Hoon, 17/9/18) Comment: Magical numbers… ADVANC ADVANC expects service revenue to grow 5-7% this year. It is […]

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BA BA is partnering with three groups to submit a bid to operate the duty-free zone in Suvarnabhumi Airport, competing with King Power. The result of the auction is expected to be announced within the next three months. Management guided that 2Q18 earnings will improve YoY on higher traffic growth. It expects 2018 revenue growth […]

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ASAP ASAP says local funds are interested in investing in its company. Management plans to ask the board to approve a budget for fleet expansion, supporting the growth in car rental demand. It expects revenue growth of 25% this year. (Thun Hoon, 24/7/18) Comment: Still the same target as set out 2 years ago. Only […]

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ABM ABM targets overseas revenue growth of 8% backed by growing demand from new power plants in South Korea and Japan. Its CEO confirmed that it will make profit in 2018 despite a slight loss in 1Q18. (Thun Hoon, 5/7/18) AOT In 9MFY18, AOT’s passenger traffic grew 9.8% YoY and aircraft movement increased 6.4% YoY. […]

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If you want to know what’s been going on with the renewable stocks, its because of news such as this. Even though the government and related agencies put together a thorough Power Development Plan for the next 2 decades clearer showing that Thailand is does NOT have the power necessary to fulfill future demand, this […]

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AMATAV AMATAV was approved by Vietnam government to develop an industrial estate, Amata City Halong, on 4.4 thousand rai of land. The investment is expected to be around Bt50bn. (Thun Hoon, 3/4/18) Comment: This will come in stages over the decade. Although AMATAV can only own the land for 50 years if memory serves correct…. […]

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COM7 COM7 expects new high in 2018 earnings and revenue; it targets revenue growth at 15% with growth in all businesses. It has budgeted Bt380mn to add 195 more branches and franchises, bringing the total to 629 in 2018. It plans to expand online, and in the commercial and education markets. (Khao Hoon, 24/1/18) Comment: […]

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APM APM establishes new subsidiary for leasing business in Laos. It is going to extend its first lot of loans amounting to Bt50mn. It plans to complete six IPO deals this year and to expand its consulting service to strengthen its business. (Thun Hoon, 9/1/18) Comment: These are the guys that list a lot of […]

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AAV AAV expects this year’s performance to be robust supported by strong tourism and route expansion. The company expects the number of passengers to reach 19.5 mn with load factor at 85-86%. It also looks to open a new route to Vietnam in June. (Thun Hoon, 30/05/17) Comment: Still the best airline operator in the […]

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