BEM BEM reported 3Q18 earnings of Bt3.12bn, +231.8%YoY, mainly from asset write-off. 9M18 profit was Bt4.83bn, +104.4%YoY. Revenue from tolls was Bt2.56bn and revenue from power plant was Bt1.22bn. (Thun Hoon, 12/11/18) Comment: Big BOOM!  BGRIM BGRIM reported 3Q18 earnings of Bt795mn, +40%YoY, driven by growth in commercial operations of its power plant. It will […]

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AMATA AMATA targets land sales of 925 rai in 2019. It plans to build a new industrial estate and Laos and Myanmar. It is working with SCC and Dow Thailand Group to build the first recycled plastic road in Amata City Chon Buri. (Kao Hoon, 5/10/18) Comment: So the EEC news has driven the share […]

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BGRIM BGRIM was awarded the first phase of a 145MW hybrid power plant project in U-Tapao international airport area worth Bt3.6bn. It expects IRR of more than 10%. It expects to start commercial operation in Jan 2021. It expects to be awarded the second phase of 135MW electricity production capacity and value of Bt2.3bn. (Kao […]

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BA BA says it will miss its revenue growth target of 7-10% this year because of high fare competition. It expects 3Q18 results to grow QoQ supported by high season It expects passengers to grow by 4-6% this year. (Kao Hoon, 31/8/18) Comment: And they’ve been hit with the higher oil prices, but benefited from […]

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ATP30 ATP30 reported earnings growth of 169.75%YoY in 1H18 as a result of revenue recognition from new customers and THE tourism business and lower depreciation. The company plans to add 20 buses and is dealing with three new customers. It expects bus demand to rise in tandem with growing Thai tourism. (Thun Hoon, 14/8/18) Comment: […]

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DCC, ZIGA ZIGA partners with DCC to sell its product in DCC stores, supporting ZIGA’s revenue growth target of no less than 15% this year. DCC expects 2018 revenue growth of 10% after its sales recover and a bump up of 5-5% in product prices. (Kao Hoon, 6/8/18) Comment: DCC…one could say its cheap, one […]

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BCPG BCPG to start commercial operations of the first two solar projects with the Veterans Administration and sell electricity to the grid in July. (Thun Hoon, 23/7/18) HUMAN HUMAN expects 3Q18 revenue to grow, supported by Sigma accounting and tax service revenue, booking from July 1. In 2H18, it plans to launch a new product. […]

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ACAP ACAPs share price has increased 31.66% over July 10-16. Management says that all is proceeding as planned, with a target of loan extensions of Bt5bn this year. It already loaned Bt3.8bn in 1H18 and expects 2H18 to be better than 1H18. It is preparing to list its subsidiary on mai. (Thun Hoon, 18/7/18) AKR […]

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AMA AMA expects 2018 performance to be in positive territory. It plans to raise its freight rates by 5% and benefits from THB depreciation. It targets revenue growth of 30%. In the liquid truck transportation business, it is preparing to add 30 service trucks in 4Q18 (Thun Hoon, 13/7/18) Comment: This company seems to be […]

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AEONTS AEONTS reported 1QFY18 net profit of Bt928mn, increasing 50% YoY. (Kao Hoon, 12/7/18) Comment: This has beaten everyone’s expectations.  BKD BKD reports a record high of backlog of Bt2bn, with Bt1.4bn to be booked this year. It plans to bid for projects both inside and outside Thailand. (Kao Hoon, 12/7/18) CHAYO CHAYO announced the […]

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