AMATA sees industrial land sales momentum accelerates in 2H, renewable power, auto parts makers, food manufactures, chem, data center & logistic among top clients, expects more to come as EV parts suppliers hv to move along with EV producers to Asean. Comment: Even this dog is going to benefit from the unexpected amount of FDI […]
Read More →DOD reaffirmed 20% revenue growth target this year to Bt1,220m, on plans to exports >50 hemp supplements, sets Bt180m capex to expand warehouses and boost productivities. Comment: The quality of TH’s hemp supplements are rubbish due to the FDA requirements on the low THC levels. Barely has any medical use cases. GLOBAL forms venture with […]
Read More →BANPU acquires 37.6mw VN onshore windfarm projects for Bt2.065b, power to sell to authority under 20 years PPA (cod-ed Apr 19), transaction to complete in 4Q. BTS expects cabinet to approve green line O&M concession extension by 30 years in exchange for Bt100b debts in an upcoming cabinet meeting tomorrow. INTUCH 2Q due Wednesday (Aug […]
Read More →ATP30 ATP30’s management targets revenue growth of 10% this year, focusing on customers in industrial estates. It is working hard to widen margin via cost control with target margin of 27%. It will provide service to a new customer in February. It plans to purchase ten service buses this year. (Thun Hoon, 22/1/19) Comment: Rather […]
Read More →EFORL EFORL shareholders approved a capital increase via private placement of 16,108mn shares to a group of investors led by Mr. Vichai Tongtang. The funds of Bt644mn will be used to expand its medical equipment business for cosmetic surgery. (Kao Hoon, 22/5/18) Comment: Well done that’s changing the story of this holding co JWD JWD […]
Read More →ALLA ALLA expects 2016 revenue to grow 20% with backlog of Bt282mn. It expects most of its backlog to be booked this year. It expects to get a Bt200mn project in 2Q17. (Kao Hoon, 21/03/17) BAY BAY targets 2017 personal loan growth of 11% from last year’s Bt645bn on high demand. It targets savings deposits […]
Read More →BIG BIG expects 2Q16 earnings to be good with high margin of 32.4% backed by the mirrorless camera. It plans to open shops to provide photo printing in June, which will boost its net profit. (Thun Hoon, 27/05/16) Comment: Their YoY growth numbers do look fantastic, the question then becomes, is it sustainable? What product […]
Read More →ACAP ACAP targets net profit growth of Bt120mn after several years of net. It is ready to enter into debt restructuring like SAWAD. (Khao Hoon, 12/11/15) Comment: Ahhhhh is that what the new shareholders in ACAP are planning to do? Well then they are going up against SAWAD and JMT BANPU BANPU reported 3Q15 net […]
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