BCHBCH is confident that revenue and earnings will grow in double digits this year. It expects social security patients to grow 10% to 880-900k patients. It also expects 2018 revenue to be a record high. The Joint Standing Committee on Commerce, Industry and Banking (JSCCIB) will hold meetings on a medical care price cap on […]

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AMATAV AMATAV has begun to develop the first phase of Amata City Halong on 770 rai of land with capex of Bt5.12bn. The project has five phases with total land of 4,500 rai. It expects to begin sales in 2020. (Kao Hoon, 3/1/19) Comment: And according to the news today they are going to expand […]

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CHO CHO expects to be awarded two mega projects for Khon Kaen city development as northern regional hub with total value of Bt26.96bn. The results will be known soon. If it wins these projects, its revenue and earnings will increase significantly. (Thun Hoon, 24/10/18) Comment: Well, it won’t be getting that full value, b/c part […]

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ADB ADB expects adhesive and sealant demand to grow in 2H18. It plans to expand both in domestic and foreign markets. It is controlling cost to keep gross margin stable. It reported 1H18 earnings of Bt16.43mn, +1,225%. (Thun Hoon, 17/9/18) Comment: Magical numbers… ADVANC ADVANC expects service revenue to grow 5-7% this year. It is […]

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BANPU BANPU says it is not affected by Indonesia’s currency crisis. It has continued to invest in coal mines in Indonesia and it expects to increase coal reserves to a 15-year level, supporting demand from AsiaPacific. It expects 2018 revenue to grow 25%, backed by an uptrend in coal price. (Thun Hoon, 7/9/18) Comment: I […]

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AGE AGE’s 2Q18 performance is likely to improve thanks to a favorable coal price at above US$119/ton . The company is preparing to ship 800k tons of coal in 2Q18 -3Q18 and maintains its revenue growth target of 20-25%. (Kao Hoon, 18/6/18) GFPT GFPT plans to inject Bt4-5bn to expand capacity to support long term […]

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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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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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AH AH targets 2017 sales growth of 5% in line with the auto industry, which it believes has bottomed out. It expects car production to hit 3mn within five years. It plans to expand its business in one country, with a decision this year. It is studying setting up a plant in Malaysia. It plans […]

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AOT AOT reported 1QFY17 profit of Bt5.1bn or growth of 10%, supported by 6.11% passenger growth to 30.6mn passengers and an increase in flights of 6.94% to 204,000 flights. (Kao Hoon, 15/02/17) Comment: So stock split is done & then its gone ahead and declined on fears of slowing passenger growth and capex of THB […]

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