AGE AGE set up subsidiary “AGE Marine Logistics” for its water transport logistics business. It currently has eight ships and targets revenue proportion from this business of 2% in the first year. It plans to order four more vessels, bringing its total to ten in 2018. It says that revenue from this business is sustainable […]

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AQ SET is allowing AQ to return to trade in the market after AQ filed its 2Q17 financial statements, which shows a loss of Bt54mn because of lower sales. It is going to issue AQ-W4 in the amount of 56,337.34mn units to existing shareholders, in proportion of 1 warrant for 2 existing shares. (Khao Hoon, […]

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ALT ALT is ready to get into telecommunication infrastructure, supported by backlog of Bt390mn, around 60% of which will be recorded as a revenue in 2H17, driving company growth. (Khao Hoon, 28/9/17) Comment: There is something interesting here, they started out as one of the partners for AIS and are trying to build a network […]

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ADVANC THCOM CSL ADVANC announced the purchase of 250mn shares of CSL from DTV Service, subsidiary of THCOM for Bt7.80/share, giving THCOM cash of Bt1.95bn. It will also buy 84mn shares from SingTel for Bt655mn. (Thun Hoon, 14/9/17) Comment: At 15x PE for CSL it isn’t the cheapest price…effectively its a right pocket left pocket […]

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BCPG BCPG to invest in power plant business in Indonesia. The production power is 182 MW. It will record revenue in 3Q17. (Thun Hoon, 24/7/17) Comment: I do often worry about Thai companies buying commodity/power assets in Indonesia…but should this be a genuinely good purchase it does add to the theory that BCPG benefits as a state […]

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ACAP ACAP has been rated “BB” by TRIS, signaling stable growth and a strong balance sheet. (Thun Hoon , 14/6/17) EA EA will book contribution from two wind farms worth 45 MW with the third wind farm to start up soon and push total capacity to 404 WM in 2017. This will support performance to […]

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ANAN Ananda said its 2Q17 presales could reach Bt2.9bn. It is going to launch seven new projects worth Bt22.7bn. 2Q17 revenue could reach Bt7.35bn. It also plans to issue new bonds worth Bt1bn. (Khao Hoon, 8/6/17) Comment: And things are progressing as per expectations BCH BCH to benefit from Social Security’s raise in medical reimbursement. […]

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AMATA AMATA visited Stockholm, Sweden to study its ‘Hammarby Sjostad’, or ‘Smart City’ project, and SAAB Group which manufactures fighter jets for Sweden, in the hopes of developing a Smart Aerospace City in Thailand. (Thun Hoon, 7/6/2017) CSS CSS expects to benefit from NBTC and MEA project to ground all power/cable lines along five main […]

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AAV AAV plans to expand its routes to and from U-Tapao and CLMV and India. It targets load factor of 84% in this year with market share of 30%. It expects 2017 revenue to grow not less than 16%. (Thun Hoon, 24/04/17) Comment: I can just see this airline continuing to dominate the skies in […]

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BDMS BDMS expects 2017 net profit of Bt9.4mn on the back of more patients. It expects its Wellness Clinic to open its doors this year, targeting the high-end segment. (Kao Hoon, 20/04/17) Comment: Random thought – which listed companies provide the medical equipment and supplies to all these hospitals?   BEAUTY BEAUTY plans to hold […]

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