CK CK gets a project worth Bt275mn. CK got the Srirat outer ring expressway project worth Bt275mn. This puts its backlog at Bt97.7bn. (Khao Hoon, 3/8/17) MACO MACO plans M&A deals both abroad and in Thailand. This is expected to be more clear in 4Q17. It plans to invest Bt150mn to change 30 LED boards. […]

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ADVANC ADVANC is paying a dividend of Bt3.51/share, XD on August 7. 1H17 earnings fell 16% due to depreciation and higher expense. 2Q17 net profit decreased 6.2% to Bt7.2bn. (Khao Hoon, 31/7/17) AOT AOT expects FY2017 (Oct 2016-Sep 2017) tourist arrival growth of 8-10%, driven by government measures to boost the tourism industry. (Thun Hoon, […]

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ADVANC ADVANC to invest Bt2bn in customer care. Serenade customers are targeted to hit 4mn within 2017 from 3.5mn now. (Khao Hoon, 20/7/17) AH AH sold shares in its joint venture “Quantum Inventions Pte Ltd” to Continental for SGD9.25mn. This could be booked as extra gains in 3Q17. It targets 2017 revenue growth at 5%. (Thun Hoon, […]

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COMAN COMAN believes 2H17 performance will be good, driven by revenue from “Synergy Technology” and high season. The management team signals that there are M&A deals. It is now ready to be a leader in development of tourism software. (Thun Hoon, 19/7/17) KTC KTC 2Q17 earnings are Bt786mn or Bt3.05/share or 35.66% YoY growth. (Thun […]

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AOT Treasury Department has asked AOT to provide a figure for the amount of commercial space it has and submit this within two days. For the new rental agreement, it is proposing to charge 5% ROA for commercial area in Suvarnabhumi airport. (Khao Hoon, 14/7/17) CPALL CPALL is planning to add 212 stores and targets […]

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BA BA expects 2H17 to be supported by tourism recovery. The company is going ahead with its new flight routes. It expects to get the EIA approval for the expansion of the Samui Airport to increase the number of flights to 70 per day in 3Q17. It is also benefiting from the kitchen expansion at […]

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AOT AOT is confident that 2017 earnings (Oct 16 – Sep 17) will surge. 2H17 is expected to be impressive, driven by the low base from the zero-dollar tour crackdown. The conflict with the Treasury Department will not affect future growth, said the management team. (Thun Hoon, 28/6/17) Comment: The stock is up some 20% […]

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AH AH expects 2H17 performance to benefit from auto sales recovery. It expects 2017 revenue to grow 5% YoY. The company expects to finalize on its overseas partnership within this year. (Kao Hoon, 23 /6/17) Comment: How is 5% revenue growth a recovery? Domestic automotive sales are still far below the peak in 2012 and […]

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BTS BTS expects EBITDA margin for the Pink and Yellow Lines to increase to 64-69% in its final year and passenger numbers to grow 4.5-5.2% on average. (Thun Hoon, 21/6/17) CBG CBG is in talks with 3-4 retail operators in the UK to expand its business overseas. It expects to finalize the deal with 2-3 […]

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AMATA AMATA visited Stockholm, Sweden to study its ‘Hammarby Sjostad’, or ‘Smart City’ project, and SAAB Group which manufactures fighter jets for Sweden, in the hopes of developing a Smart Aerospace City in Thailand. (Thun Hoon, 7/6/2017) CSS CSS expects to benefit from NBTC and MEA project to ground all power/cable lines along five main […]

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