ARIP ARIP arranged a 2nd event on June 21-24 and expected Bt3bn revenue turnover at the event. Management aims to get high-margin projects to continually boost revenue and profit. 2Q18 performance is expected to improve QoQ though 2018 performance is likely to be similar to 2017. (Thun Hoon, 25/6/18) BCH BCH’s 2Q18 earnings are expected […]

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A A plans to open eight new projects worth Bt7.5bn in 2H18 to boost sales revenue of this year to reach Bt6bn. It will spend more than Bt1bn to acquire new land. (Thun Hoon, 7/6/18) ADB ADB has launched a new product, PVC resin for the medical industry. Sales target for this year is set […]

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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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CHOW CHOW’s 26.68 MW Iwaki solar farm construction is 100% completed, raising its capacity to 65.67MW. It projects this solar farm will generate revenue of Bt400mn/year and start commercial operations in April 2018, booking revenue immediately in 2Q18. (Khao Hoon, 13/03/18) GCAP GCAP targets 60% growth in new loans in 2018 to reach Bt1.8bn. It […]

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AGE AGE projects revenue proportion from overseas will rise to 30% on an increase in orders from Vietnam and China brought by rising demand for coal. It targets 2018 revenue to grow by 20-25% and currently has backlog of 300,000 tons, all of which will be booked in 1H18. (Thun Hoon, 18/1/18) LH LH targets […]

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AAV AAV’s 3Q17 earnings dropped by 34% to Bt260.9mn on an increase in energy cost and a reduction in average fare by 7% in order to compete. It declared a dividend of Bt0.15/share. (Khao Hoon, 13/11/17) Comment: Looks like a lot of the airlines in Thailand will have weak 3Q17 #’s because of the sudden […]

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AGE AGE says The logistics and warehouse service business has a good outlook next year, as it expects to receive Bt500mn revenue. It plans to close the deal to set up a joint venture with a Chinese partner in 2017 and raise revenue proportion from overseas to 20%. It also expects revenue to grow by […]

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BBL BBL redeems Bt20bn subordinated debenture. This reduces its interest expense by Bt4bn. (Khao Hoon, 7/9/17) GLOBAL GLOBAL expects 2H17 earnings to be strong, driven by more customers. It expects 2017 revenue growth of 8%YoY, driven by higher demand. It plans to expand stores in Cambodia. (Thun Hoon, 7/9/17) IVL IVL expects 3Q17 earnings to […]

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DEMCO DEMCO plans to join auctions in 2H17. It currently has Bt4.045bn backlog and is going to book revenue from phase 1 of the sale of water in Laos. (Khao Hoon, 16/8/17) Comment: The 2 same questions remain for Demco, when will the foundations finally be finished and when will WEH finally IPO?   EPG […]

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EARTH KTB to send legal officers to investigate EARTH after it filed for bankruptcy with the Central Bankruptcy Court with total debt of Bt47.5bn, higher than its assets of Bt31.8bn (Bangkok Biz, 1/8/17) Comment: “Where did our money go krub?”    FTE FTE signals brighter 2H17 earnings, driven by private and public projects with total […]

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