BDMS anticipates solid 3Q from seasonal, higher contribution of specialty clinics, re-price room rates, absence of major investment, additional capacity from 172 beds Bangkok International Hospital (BIH) cod in Jul, newly launched Movenpick BDMS Wellness Resort cod 200 rooms in Jun, additional 293 rooms to open in Sept. Comment: I am curious to see how […]

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8-9 years ago when I begun traveling the region with a different mindset. I noted to myself that I no longer saw European nor American firms participating in the infrastructure developments in the Asian region. I was seeing Korean, Japanese, and Chinese firms bidding and winning projects throughout the region, and that I took this […]

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AOT to seek board approval for TOR of Suvarnabhumi’s 3rd runway in Jul, seeks new govt to approve its Bt202 development plan, including in new airports in Phuket and Chiang Mai.Comment: I’m not holding my breathe whilst waiting for this to go through DELTA may see 2Q FX losses from strong THB. Comment: All of […]

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BEAUTY sees earnings recovery in 2Q and into 2H19, adjusting sales strategy and keeps expanding oversea channels to 15 countries, firms on net profit margin of 25% on 20% revenue growth. Comment: That’s not the case when looking at the performance DIGI name change to B-52 Capital Pcl, ticker change to B52, effective today. Comment: […]

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AP sees mmtum into 2Q frm real dmnd after 25% jump in 1Q presales to Bt41.8b. Comment: If 2Q #’s for the sector aren’t shit, then watch the sector re-rate positively, if they are then just look at LPN’s share price ASAP upbeats 2Q erngs frm surging car rental rev frm travelling dmd during long […]

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AAV adds new route to Sihanoukville beach town in Cambodia, 4 weekly flights on route from July 1. Comment: Gotta love Airasia they really are everywhere and as a customer I love it. Has anyone else noticed how strong they are selling ad space on their planes? In the cabins? How they are selling food […]

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Here’s the headlines from companies during the holiday period – no comments Stocks in the news (crd, itel, ktb, ktc, maco, meta, ocean, ptt, tasco) 24.12.18 CRD CRD expects many jobs next year, especially from private entities. Management targets revenue of Bt1.6-1.8bn next year from the expected Bt1.3bn this year. It expects backlog to reach […]

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ATP30 ATP30 expects revenue growth of 10% this year. The march toward an election will increase confidence in investment and bring it more customers. (Thun Hoon, 11/12/18) BGRIM BGRIM targets earnings growth of 16% next year to Bt42bn. Electricity production capacity will increase by 863MW next year. It has been looking into a 30MW wind […]

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AH AH maintains its revenue growth target at 3-5% this year, supported by growth in the automotive industry. It expects next year’s revenue to grow because its major customer, Isuzu, will launch a new car model. Its joint venture in Vietnam will launch a new car model in 3Q19. (Kao Hoon, 29/11/18) Comment: There’s a […]

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