Electricity Generating Authority (EGAT) to open bid for 45mw floating solar projects at Sirindhorn dam on August 20, SCC, GPSC, SPCG, GUNKUL, WHAUP, EPCO expected to join. New sugary drink taxes structure starts from October 1, drinks containing 6-8g of sugar/ 100ml will be charged Bt 0.3, 10-14g/Bt 1/ltr, 14-18g/Bt 3/ltr, >18g/Bt5/liter. Comment: Which companies […]

Read More →

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 […]

Read More →

ABC ABC is talking to a prospective partner in China to provide WeChat Pay service in Thailand. It continues to improve its back office with the goal of improving its data management. It plans to develop an e-wallet application to meet the needs of the new generation. (Thun Hoon, 24/05/17) Comment: Not sure I would […]

Read More →

AP AP reports presales of Bt10.5bn for the first five months of the year. It plans to launch 13 projects in 2H16, valued at Bt25.3bn. It targets 2016 presales of Bt31bn with revenue of Bt23.7bn backed by Bt14.7bn backlog. (Khao Hoon, 23/06/16) ARROW ARROW expects to get 60% market share because of its strength. It […]

Read More →

Names today: AOT, APCS, AQ, CPALL, CTW, DTAC, EMC, HMPRO, JWD, PACE, PSTC, S, SAWAD, SIRI, SMM, STPI, TPOLY) AOT AOT says 2015 passengers grew 21.94% to 106.79mn on the back of 47.75% passenger growth in Don Mueng Airport because of growth of low cost airlines. (Khao Hoon, 20/10/15) Comment: Continued amazing passenger growth numbers […]

Read More →

BWG Investors are interested in buying BWG shares via PP. It expects 2015 revenue to grow 15- 20% backed by marketing strategy. (Thun Hoon, 03/09/15) Comment: Right…and we thought the SEC had crackdown on dodgy PP’s ESSO ESSO expects 2015 performance to be the best in three years after net profit reached Bt3bn in 1H15 […]

Read More →

BEAUTY BEAUTY wound up a road show in London and Edinburgh and response was better than it had expected. It expects 2005 revenue to be higher than Bt1.7bn (20%b growth), benefitting from more stores and new products. (Khao Hoon, 05/08/15) CHO CHO expects to sign a contract for 489 NGV buses with BMTA on Aug 17 after […]

Read More →

ADVANC ADVANC expects 2Q15 sales to drop more than 10-20% on the slow economy, though internet utilization will still grow. ADVANC says the company is not worried about sales as there are more than 10mn prepaid subscribers who do not register. (Khao Hoon, 07/07/15) Comment: That’s a huge drop for ADVANC. CHO CHO expects to […]

Read More →

LH LH to make further inroads in US market – SET-listed developer Land & Houses Plc (LH) plans to double its investment this year, earmarking Bt12bn to buy new plots of land and invest in rental properties both here and in the US. Adisorn Thananan-narapool said the company would continue investing in rental apartments in […]

Read More →

BCP BCP says EBITDA this year will hit Bt10bn supported by revenue from its solar farm and investment in Nido Petroleum. It will go on a roadshow with the SET in the US. (Kao Hoon, 28/10/14) Comment: I’ve never liked their E&P expansion and with the refcent 20% decline in oil prices I do wonder […]

Read More →