AAV seeks to boost revenue from air cargo, digi travel and loyalty program to balance revenue mixed and utilize, will tighten up cost saving to boost margins. Comment: I wonder how long until Thai Airways recaps… HUMAN sees stronger 2H19, sets Bt50m capex for 2-3 JV in HR related venture by end of year. Comment: […]

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ANAN plans 4 condo pj worth Bt13b, hoping to boost presales during 4Q, after securing Bt15b during 9M19. Comment: Presale #’s aren’t driven this name anymore, no one seems to believe that the real estate players can deliver transfer. AP said 9M19 presales stood at Bt28.56b, or 70% of Bt41.8b FY19 t/g, to introduce 8 […]

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BCPG BPCG expects to book extra gain of Bt3.185bn from the sale of two power plants to a mutual fund in Japan. It has budgeted Bt10bn and is working with a foreign partner to set up a 100MW power plant. The decision will be known in 2H18. It expects 2018 revenue growth of 15-20%. (Thun […]

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ADVANC ADVANC reported 1Q17 net profit of Bt7.69bn, down slightly from 1Q16’s Bt8bn. Service revenue was Bt31.36bn, up 4% YoY, with 40.6mn subscribers. AIS Fibre expanded its customer base to 373,900 subscribers. It expects 2017 revenue growth of 4-5%. (Thun Hoon, 28/04/17) Comment: I do wonder when will this industry be overtaken by a clever […]

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BIG BIG aims for full-year revenue growth of 10-20%. It is holding Big Camera Festival 2017 to boost 2Q17 revenue. (Thun Hoon, 30/03/17) Comment: Potentially Q1 and Q2 could show decent YoY numbers but I doubt there’ll be anything explosive unless there is a new business plan that the management team has in mind CK […]

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