ADVANC ADVANC announced a dividend on 2H17 of Bt3.57/share, XD on 5 April, giving a total 2017 dividend of Bt7.08/share, a yield of approximately 4%. It reported 2017 earnings of Bt30.077bn, falling 1.9% from 2016. (Khao Hoon, 06/02/18) Comment: How did the eke out decent #’s? Cost cutting. How can they grow? Questionable…although apparently broadband […]

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BTW BTW says big projects received this year will grow revenue and earnings. It projects 2018 revenue growth of at least 10%. It currently has backlog of Bt900mn, of which 80% is going to be booked as revenue this year. It plans to bid for new projects worth approximately Bt7bn. It also plans to expand […]

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ADVANC ADVANC is going to sign a contract with TOT to rent equipment for providing telecommunication services and a contract to use TOT’s 2100 MHz spectrum. (Khao Hoon, 5/1/18) AMA AMA’s board approved the purchase of an oil and chemical tanker with capacity of 13,221 DWT, for Bt283mn. It believes this purchase will improve its […]

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BTS BTS reports 2QFY18 net profit of Bt741.5mn, growing 19%, with revenue of Bt2.98bn, rising 55%, as it received revenue from system installation for the North-South sky train and passenger numbers made a new high. (Khao Hoon, 15/11/17) CHO CHO reported 3Q17 revenue of Bt606.66mn, growing 133.21%, with a net profit of Bt14.69mn, rising by […]

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BA BA signals 3Q17 earnings will turn positive from 2Q17, as number of passengers and load factor have increased significantly. It is going to open a new route, Bangkok-Phu Quoc to expand its presence in CLMV and increase revenue in the long term. Flights are expected to start on October 29. (Thun Hoon, 4/10/17) Comment: […]

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DEMCO DEMCO ready for project. DEMCO recently got a project from EGAT to construct steel towers. It believes 2017 earnings will be outstanding, driven by backlog of Bt4.05bn. (Khao Hoon, 29/9/17) Comment: I believe the real news is that they were awarded a license/certificate to make 500 kva stations and thus expect to win more […]

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BR BR plans to expand overseas in order to increase selling channels and improve revenue structure. It also plans to list its subsidiary in the Hong Kong stock market. (Thun Hoon, 22/9/17) CITY CITY’s 4Q17 revenue looks to be strong due to an increase in steel price. It targets 2017 revenue to reach Bt525mn. It […]

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BEAUTY BEAUTY posted 2Q17 earnings of Bt273mn, +97%YoY. This gave 1H17 earnings growth of 76.50%, reaching Bt472.84mn. It will pay a dividend of Bt0.15 per share. XD is August 23. It plans to expand both at home and abroad. (Khao Hoon, 15/8/17) Comment: I’ve always been wrong with this company, despite my best efforts (short […]

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CK CK gets a project worth Bt275mn. CK got the Srirat outer ring expressway project worth Bt275mn. This puts its backlog at Bt97.7bn. (Khao Hoon, 3/8/17) MACO MACO plans M&A deals both abroad and in Thailand. This is expected to be more clear in 4Q17. It plans to invest Bt150mn to change 30 LED boards. […]

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EARTH KTB to send legal officers to investigate EARTH after it filed for bankruptcy with the Central Bankruptcy Court with total debt of Bt47.5bn, higher than its assets of Bt31.8bn (Bangkok Biz, 1/8/17) Comment: “Where did our money go krub?”    FTE FTE signals brighter 2H17 earnings, driven by private and public projects with total […]

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