BCPG BCPG expects 2Q17 to be stronger QoQ backed by contribution from the new power plant. The company targets 25% revenue growth from Bt3.38bn in 2016. It will bid for more PPA in the new lot of government waste power plant bids. It expects 30-40 MW. (Thun Hoon, 16/6/17) BEAUTY BEAUTY is targeting small sized […]

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AAV AAV reported 1Q17 net profit of Bt570mn, down 43% due to higher fuel cost. Its revenue was Bt9.1bn, up 2% on 8% passenger growth and 89% loading factor. (Kao Hoon, 11/05/17) Comment: How much better can this company perform? It’s effectively running at full load, the only thing that they can do different is […]

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ASIMAR ASIMAR plans to do takeover and M&As abroad to provide growth. It plans to take part in domestic bids, especially steel structure for Suvarnabhumi phase 2, valued at Bt400mn, after it getting the first phase of this project. It will also take part in the roof structure for the MRT Green Line worth Bt100mn. […]

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ANAN ANAN plans to launch 17 projects, valued at Bt41.8bn. This will lift its backlog from Bt41.2bn – enough to cover revenue through next year. (Thun Hoon, 29/03/17) Comment: And the story continues the same as it has been for the past few years for ANAN, whilst the smart city story is a nice just […]

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BKD BKD expects to book Bt400mn extra gain from selling land in 2Q17. It plans to ask approval from its board to pay an extra dividend. It targets 2017 revenue growth of 20%. It plans to take part in Bt1mn bids. (Kao Hoon, 27/03/17) CCP CCP expects 1Q17 performance to be good on seasonality. It […]

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AMA AMA reported 2016 profit growth of 13% to Bt143mn. It plans to add one ship and begin shipments of palm oil to China, South Korea, Japan, Pakistan, Sri Lanka and Bangladesh. It expects 2017 revenue to continue to grow. (Kao Hoon, 2 3/02/17) AOT AOT is confident that it will not have to pay […]

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ASIAN ASIAN is looking for a partner to expand its business line. It talking to a party in the U.S. and expects some progress this year. It hopes to broaden its customer base abroad. It targets 2017 revenue to grow 20% by implementing active strategies. It plans to launch new products to bring up orders […]

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AGE AGE targets 2017 revenue growth of 30-35% supported by an uptrend in coal price. It has backlog of more than 500K tons which will be delivered in early 2Q17. It has budgeted Bt500mn to engage in the services business and plans to increase the number of its ships from 8 to 22. (Thun Hoon, […]

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DRT DRT expects 2017 revenue growth of more than 5% backed by government mega projects that will expand growth in construction materials. It has set an investment budget of Bt100mn to increase capacity. (Kao Hoon, 09/12/16) EPG EPG expects continued growth in 2H16, especially for its automotive business. This will bring 2017 revenue up to […]

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ABICO ABICO reported 3Q16 profit growth of 198% to Bt37.51mn, up Bt24.92mn from 3Q15’s Bt12.58mn. It reported 9M16 net profit of Bt115mn, an increase of 51% YoY. (Thun Hoon, 24/11/16) ALLA ALLA plans to sign a contract to set up a JV in Indonesia in 1Q17. It expects this will help raise the portion of […]

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