AAV AAV anticipates turnaround from lower fuel costs and improved cabin factors yoy, will take delivery of 4 new aircrafts to accommodate new routes, focus CLMV and south Asia. Comment: Oil prices just confound me half the time. Then again a lot of things do. But at these levels I don’t see why the airlines […]

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Telecoms  ITEL, SKY, SIMAT, TRUE and LOXLEY were awarded NET USO Zone C project. ITEL received Group 8 South valued at Bt2.46bn. SKY received Group 6 Central 1 valued at Bt2.20bn. SIMAT received Group 4 Northeast 2 valued at Bt2.25bn. TRUE received Group 1 North 1 and Group 7 Central 2 total valued at Bt4.82bn. […]

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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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BSM BSM’s earnings in 1Q18 improved significantly, up 115.6% YoY, supported by strong performance of its hospital segment. The company targets revenue for 2018 at a record high of Bt800mn. It will expand to the property development business. (Thun Hoon, 17/5/18) Comment: They’ve been quiet for some time. Wondering if this is going to be […]

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ADVANC ADVANC expects the strong earnings momentum to carry into 2Q18 driven by the ongoing popularity of the Internet on both mobile and fixed broadband. The firm also plans to delist CSL within July. For the whole year, the firm sticks with its revenue growth guidance of 7-8%. The investment in 4G network will be […]

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Potential Changes to the SET50 and SET100 These names have not been confirmed yet but brokers are expecting that these will be the changes. SET50 Expected Additions: BGRIM, DELTA, ESSO, KTC, RATCH Expected Deletions: BCP, KCE, PSH, TPIPP, WHA SET100 Expected Additions: BLA, ERW, MBK, PRM, PTL, RS, THANI, VGI Expected Deletions: ANAN, BA, BIG, […]

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BM BM is preparing for government infrastructure auctions worth billions of baht. It plans to revise up revenue growth to over 20%, driven by many orders. It has backlog of Bt300-400mn. (Khao Hoon, 24/4/18) DNA DNA to cooperate with a big bitcoin mine in China to manage efficiency there with revenue sharing from “digging” coins […]

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AOT AOT reported 1Q18 earnings of Bt6.219, growing by 22.33% and revenue of Bt15.045, growing by 14.62%, backed by a rise in the number of passengers from six airports to 34.64mn on expansion of tourism and the removal of the ICAO’s red flag. (Khao Hoon, 15/02/18) Comment: And it will continue and continue, still curious […]

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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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Fresh from the headlines of brokers this morning. FTSE SET large cap index (+) EA FTSE SET mid cap index (+) BGRIM, ORI, PRM, RATCH, RS, TOA FTSE SET Shariah index (+) AIT, AMARIN, BAFS, EKH, FN, GGC, HFT, SEAFCO, SRICHA, TOA, TPIPP, UVAN  Date to be applied : 15th Dec Effective: Monday, 18th Dec

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