BBL sets 4-6% loan growth target, adapts well to IFRS9. Comment: Well IFRS9 may be postponed for the entire sector… BGRIM completed acquisition of 124MW GLOW SPP1 Bt3.3b, boosting capacity by 6% from current 2,076MW. BMTA’s cancelled CHO’s Bt1.665b e-Ticket and Cash Box contracts for breaching of TOR. Comment: And then CHO came out with […]

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CMC CMC expects 2018 earnings to be a record high with revenue of Bt2bn expected. In 1H19, it plans to launch five property projects with total value of Bt5bn. It expects presales of Bt5bn this year. (Kao Hoon, 9/1/19) III III expects revenue growth of 15-20% this year and has set capex of Bt500mn to […]

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AMATAV AMATAV has begun to develop the first phase of Amata City Halong on 770 rai of land with capex of Bt5.12bn. The project has five phases with total land of 4,500 rai. It expects to begin sales in 2020. (Kao Hoon, 3/1/19) Comment: And according to the news today they are going to expand […]

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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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ASAP ASAP insists that it will not increase capital, even though D/E ratio is high. The jump in interest expense pushed share price down, but it said this is the nature of a leasing company. It says customers trust it and banks provide support. It is studying the issue of debentures of a minimum of […]

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AMATA AMATA expects to sell 925 rai of land this year and 800 rai next year. Many Chinese investors are buying its land. It expects economic growth to support revenue. It says recurring income is increasing. It will sell land in the industrial estate in Myanmar next year. (Thun Hoon, 15/11/18) Comment: Earlier in the […]

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ANAN ANAN will launch “Ideo Mobi Sukhumvit Eastpoint” condominium which is located at Bangna near the BTS Bangna station, so this condominium will attract buyers who need convenient transportation. (Thun Hoon, 19/10/18) Comment: As are the majority of their projects. ASIAN ASIAN says there are a lot of new orders and increasing customers. It targets […]

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CPF CPF unveiled its three-year business plan. It expects revenue from the broiler business to reach Bt50bn and plans to raise the contribution of processed chicken. It expects export growth of 10% annually. It expects revenue from the broiler business to reach Bt45bn this year, +10%YoY. (Thun Hoon, 26/9/18) Comment: As a holdco its ridiculously […]

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AUCT AUCT is working with a new partner to bring cars to auction. It expects car auction volume to grow by 20% this year from 60k cars last year. It says YTD auction volume is good and business is recovering. (Thun Hoon, 11/9/18) Comment: But their vision of being the auction house of every asset […]

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AOT AOT is considering to postponing the bidding for duty free originally planned for September as the construction of Suvarnabhumi phase 2 has been delayed since it must wait for an Administrative Court ruling, the Permanent Secretary of the Treasury said. (Thun Hoon, 10/9/18) Comment: Oh that’s just ridiculous! The Duty free business is worth […]

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