ABM ABM targets overseas revenue growth of 8% backed by growing demand from new power plants in South Korea and Japan. Its CEO confirmed that it will make profit in 2018 despite a slight loss in 1Q18. (Thun Hoon, 5/7/18) AOT In 9MFY18, AOT’s passenger traffic grew 9.8% YoY and aircraft movement increased 6.4% YoY. […]

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AJ AJ is expected to perform better YoY in 2Q17 supported by strong sales volume. The company is looking to expand its domestic business as well as go overseas especially in South Asia (South Korea and Japan). It is also emphasizing new models that can give improved margin to support performance in 3Q17. Management expects […]

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ACAP ACAP plans to revise up its 2017 loan target from Bt6bn after already achieving Bt5bn in 1Q17. It is talking to a prospective partner to engage in home loans in Myanmar and Cambodia. (K ao Hoon, 23/05/17) AMATA AMATA expects 2017 revenue to be better than last year thanks to EEC. It has land […]

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AIT AIT says it is ready to take part in system management projects both private and public. It got two Village Internet projects worth Bt850mn in 1Q17. This increases its work on hand to Bt3bn as of May 9. It expects to book Bt2.3bn this year and rest next year. (Post Today, 12/05/17) Comment: It […]

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CNT CNT has achieved its target signed projects in 1Q17 of Bt3.6bn. It expects to get Bt12bn in projects this year to bring backlog to a record high of Bt10bn. It expects 80% of backlog to be recognized this year. It is talking to a party to partner it in upcoming bids. (Thun Hoon, 07/04/17) […]

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Notable Transactions Buy(s) THB 408 mn TTI – Must’ve been a block trade because there is zero liquidity here. TRC – Is the potash mine project finally happening? MCS – Well thats interesting, we thought the peak for MCS was when it hit 20 on the back of a lot of orders that were recognised […]

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BIZ BIZ reported 2Q16 net profit of Bt8.10mn with total revenue of Bt106.59mn, growth of 502% backed by more orders. (Kao Hoon, 06/08/16) GPSC GPSC reported 2Q16 net profit of Bt686mn or growth of 45%, with 1H16 net profit of Bt1.56mn, growth of 55%. It plans to invest in new projects in Thailand and abroad. […]

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AP AP reports presales of Bt22.3bn for 9M15 (28% growth from last year). It plans to launch five new projects valued at Bt5.33bn in 4Q15. (Khao Hoon, 07/10/15) BMCL Cabinet has approved using the Joint Venture 2013 ACT, which allows MRTA to look for a operator for the extension Blue Line by direct negotiations. BMCL […]

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Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]

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CWT CWT expects 2014 revenue to reach Bt1bn. It is undertaking a study of the power business in hopes of starting a solar roof project with no less than 5-6MW in capacity. It expects this will help lower electricity costs for its factories and help increase revenue. (Kao Hoon, 09/10/14) Comment: I’ve been told by […]

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