ASIAN ASIAN targets 2018 revenue to grow at least 10-15% after changing its strategy to expand its premium pet food and aquatic feed markets, replacing the fall in frozen tuna, shrimp and squid sales volume. It has budgeted Bt200mn to build new storage, which will increase storage capacity by 15,000 pallets. (T hun Hoon, 22/11/17) […]

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BBL BBL says 2018 loans will grow similar to 2017 at 4-5% in tandem with ongoing fluctuations in the world economy. It also says that the BoT deposit policy act will not affect its business. (Thun Hoon, 2/11/17) Comment: Banks seem to be signaling that the NPL issue is over. BPP BPP contracted to invest […]

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AJA AJA’s board approved the setting up of new subsidiary “Risen Energy”. This company will import and sell electrical vehicles, set up charging stations, produce batteries and establish an EV production factory under the brand “BYD” from China. It believes this will strengthen its business fundamental increase business growth and provide favorable return to shareholders. […]

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AMATA AMATA partnering with Sweden’s SAAB AB to launch AMATA Aerospace City. This will be a “smart city”. It expects to become a leader in the development of local area and industrial area in Thailand and Asia into effective and sustainable industrial hubs. (Thun Hoon, 5/10/17) Comment: Wow things are actually moving down there, perhaps […]

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BJC BJC subsidiary BJIHK purchased Vina Paper Joint Stock Company  for Bt482.66mn from Diana Unicharm Joint Stock Company, entering the paper production and sales business in Vietnam. It believes this acquisition will strengthen its already fundamentals. (Thun Hoon, 25/9/17) CPN CPN is going to book Bt3.5bn insurance compensation for Central World’s fire, which will substantially […]

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BCH BCH signals strong 2H17 performance, driven by revenue from Social Security patients and better performance at WMC. (Thun Hoon, 27/7/17) Comment: WMC had been a drag on BCH ever since they launched it 4-5 years ago. The market is still betting on a turnaround in #’s something that has yet to be sustainable.  BCPG […]

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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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AMA AMA to buy a new ship worth Bt382mn. This is expected to be transferred on August 15 and record revenue in 3Q17. It says it expects growth in 2Q17 earnings and still targets 2017 revenue growth of 50%. (Khao Hoon, 17/7/17) AOT AOT reports eight bidders for the midfield satellite building 1. The auction […]

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AJ AJ is expected to perform better YoY in 2Q17 supported by strong sales volume. The company is looking to expand its domestic business as well as go overseas especially in South Asia (South Korea and Japan). It is also emphasizing new models that can give improved margin to support performance in 3Q17. Management expects […]

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AH AH to invest Bt3.5bn in a JV with Sakthi, a major player in auto parts manufacturing. (Thun Hoon, 9/6/17) Comment: A rather strange JV and I’m not entirely convinced by it AIT AIT is to sign a new contract worth Bt594mn in the next 1-2 months. The company is also anticipating other biddings worth […]

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