CHO  CHO offers PP to Marat Saelim of 118mn shares at Bt1.4297/share. This will give it Bt169mn in funds to support investment in its E-Ticket project, a ten-wheel truck repair center and Khonkaen Smart City. (Kao Hoon, 13/12/18)  Comment: That’s an interesting development, no idea who Marat Saelim are.  ITEL  ITEL got a job from […]

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ARROW  ARROW added electrical conduit production capacity to handle the expected increase in big construction projects. It targets revenue growth of 10% next year and a widening in its net margin to 10%. (Thun Hoon, 12/12/18)  BIZ  BIZ targets sales growth of 10% next year. It targets sales from BIZGenes, its new business, to reach […]

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And so the weakness continues…Oil prices can’t seem to recover even with OPEC deciding to do another cut. And the pre-election rally isn’t happening because there still isn’t a set firm date for the elections.  It’s going to be a tepid finish to the year. 

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ATP30 ATP30 expects revenue growth of 10% this year. The march toward an election will increase confidence in investment and bring it more customers. (Thun Hoon, 11/12/18) BGRIM BGRIM targets earnings growth of 16% next year to Bt42bn. Electricity production capacity will increase by 863MW next year. It has been looking into a 30MW wind […]

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BoT says GDP growth could fall short. The Bank of Thailand has turned more pessimistic on this year’s economic growth, saying risks to its 4.4% forecast are tilted to the downside. Economic growth this year could be dampened by weak exports and tourism. (Bangkok Post, 01/12/18) Improving rice prices. Department of Foreign Trade says 11-month […]

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AAV AAV’s CEO plans to launch 10 new routes, nine international and one domestic. The company is targeting key potential markets such as China and India. (Thun Hoon, 7/12/18) Comment: They are just going to dominate the region with their lower costs. Again oil prices are key. BANPU BANPU is expanding its investment in a […]

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DELTA DELTA is seeing order flow from existing and new clients. The company expects revenue growth of 20% in 2019, boosted by capacity expansion in Thailand and India and rising demand for auto-related parts. (Thun Hoon, 6/12/18) Comment: And on top of that DELTA is taking the Thailand side private  KKP KKP’s CEO has a […]

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The Executive Talk: SVI PCL (SET:SVI) Becoming a global EMS play BANGKOK, Nov 30, 2018 – (ACN Newswire) – SVI PCL (SET:SVI) Chief Executive Officer, Mr. Pongsak Lothongkam discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: How has the company evolved in terms of the types of products/services that it […]

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BANPU BPP, a subsidiary of BANPU, will start commercial operations of a solar farm in Japan. BANPU will begin to book revenue from this shareholding of 15.35MW in 4Q18. BANPU has total electricity production capacity of 2,100MW. It expects earnings of Bt8.8bn, supported by higher coal price and revenue sharing from the power plant business. […]

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