BPP BPP is expanding in both domestic and international markets. It bought a 28MW solar farm in Japan. It plans to invest US$82mn in 2H17 in both M&D deals and auction in order to underwrite long-term growth. (Thun Hoon, 26/7/17) EARTH SET asks EARTH for more detailed explanation. The SET is responding to the company‚Äôs […]

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BEAUTY BEAUTY expects 2Q17 performance to improve QoQ and for profit in 2017 to grow 20% YoY from new branch openings. SEC announced that KASSET reduced its ownership by 0.33% to 4.72%. (Kao Hoon, 12/6/17) CHO CHO will sign with BMTA for its e-Ticket bidding project worth Bt1.67bn. The first 800 buses will roll out […]

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BJC BJC expects 1Q17 net profit to be higher than Bt1.2bn thanks to BIGC. It believes outlook is positive, underwritten by numerous positive factors. (Thun Hoon, 04/05/07) Comment: Their price has declined some 20% from its peak post the acquisition from BIGC.   BPP BPP expects a solid performance in this year thanks to the […]

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AP AP expects 1Q17 presales at Bt3.75bn. It plans to launch four projects valued at Bt15.65bn in 2Q17. It expects 2017 presales to hit its target of Bt26bn on the back of the launch of 18 projects with total value of Bt35bn. (Kao Hoon, 11/04/17) BA BA and THAI plan to codeshare in order to […]

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AOT AOT expects no impact from the land rental issue with the Treasury Department of the rental payment of Bt1bn/year for Suvarnabhumi and Bt1.2bn/year for the other five airports. It expects to pay the rent by March using retained earnings. (Kao Hoon, 16/03/17) Comment: I was wondering how BAFS would perform with the new airport […]

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AMA AMA expects to finish the deal to buy a second ship within 2Q17 and expects the ship to be in service in April. This will increase 2017 capacity to 72,000 tons from currently 46,000 tons. It targets 2017 revenue growth of 50%, backed by recovery in shipping. It plans to invest in the logistics […]

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AAV AAV targets 19.5mn passengers in 2017 and expects load factor of 84%. Going forward, its strategy is to expand its route network to new potential markets including CLMV that will balance revenue contribution which at this point is heavily reliant on the China market. It plans for the expansion to eventually lower the revenue […]

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Bill Gross Bill Gross is out with his latest paper and he continues on his negative viewpoint on the world today with these keypoints How policymakers plan to solve a long-term global debt crisis: 1. As in Japan, the Eurozone, the U.S., and the UK, central banks bought/buy increasing amounts of government debt (QE), then […]

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ACAP ACAP targets 2016 loans of Bt4bn after reaching Bt3.8bn in 10M16. It expects 2016 performance to turn around, after a 9M16 net profit of Bt94.26mn. It plans to approve property loans of Bt100-300mn. It plans to issue debentures to broaden its business base. (Thun Hoon, 15/11/16) AOT AOT is confident 2016 earnings will be […]

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AGE AGE expects 2H16 earnings to grow thanks to a strong rise in coal price. It expects coal sales volume of 2.2mn tons in 2016. (Kao Hoon, 21/10/16) BBL BBL reported 3Q16 net profit of Bt8.06bn, growth of 12%, with 9M16 net profit of Bt23.55bn, down 11% YoY. (Post Today, 21/10/16) BIG BIG signed a […]

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