AGE AGE reported that 1H18 coal sales volume broke its target of 1.8mn tons. It expects 2018 sales volume of 3mn tons supported by Chinese imports, which were the highest in 54 months. It has already exported 200k tons coal to China. 2Q18 earnings were Bt46.5mn, +39.25%YoY. (Thun Hoon, 9/8/18) MGT MGT is negotiating for […]

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BGRIM BGRIM plans to invest in 250MW more capacity in Vietnam, adding to current capacity of 420MW. The results will be known soon. It is also studying investment in Korea and Malaysia. It plans to add total capacity of 179 MW this year and plans to issue a Bt10bn bond. (Thun Hoon, 3/8/18) Comment: 1GW […]

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BA BA expects 2Q18 revenue to be good, with advanced bookings up 11 .%The company plans to raise its revenue growth target for 2018 to 7-10 %and continue to expand codeshare with other airlines .It expects cabin factor to reach 70 %this year and will expand its fleet to accommodate more flights to Chiang Mai. […]

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AMA AMA reported 2017 earnings of Bt235.15mn, growing 71.99% YoY with revenue of Bt1.50bn, a new high backed by more ships and trucks. It plans to expand its fleet in order to support increasing global demand for palm oil as export volume of palm oil is forecasted to rise to 4mn tons this year. It […]

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AAV Srivaddhanaprabha family sold back 1,761.58mn or 36.30% of AAV shares to Mr. Tassapon Bijleveld FOR Bt4.70/share, which give it a profit of approximately Bt880mn. After the sale, Mr. Tassapon holds 41.32% and is going to do a tender offer, pricing the shares at Bt4.70. (Khao Hoon, 28/12/17) Comment: Wait they did what? Why buy […]

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