COM7 COM7 reported 3Q17 earnings of Bt150mn, growing by 66% with revenue of Bt5.529bn, up 39.80%, backed by an increase in distribution channels and the launch of a marketing campaign. (Thun Hoon, 10/11/17) Comment: That’s impressive numbers from COM7 FTE FTE reports 3Q17 earnings of Bt40mn, up 90%. It announced a dividend of Bt0.07/share, XD […]

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AIA AIA has increased its potential to be a leader in insurance market in Australia and New Zealand via an acquisition and 20-year partnership to sell insurance through banks. It expects this will add significant value to its business and create substantial growth in both revenue and earnings. (Thun Hoon, 2/10/17) ANAN ANAN reports that […]

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AMATA BoI approved client investments of Bt28bn in three businesses: automotive, electronics, utilities and SME industries. It also lengthened the 50% corporate tax exemption period for machine improvements for three years, now ending 2020. (Thun Hoon, 18/9/17) Comment: Thailand is trying their best to maintain FDI growth and should it work then yes the players […]

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BBL BBL redeems Bt20bn subordinated debenture. This reduces its interest expense by Bt4bn. (Khao Hoon, 7/9/17) GLOBAL GLOBAL expects 2H17 earnings to be strong, driven by more customers. It expects 2017 revenue growth of 8%YoY, driven by higher demand. It plans to expand stores in Cambodia. (Thun Hoon, 7/9/17) IVL IVL expects 3Q17 earnings to […]

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ITEL ITEL won high-speed internet projects for 3920 villages worth Bt1.8bn. It expects to book some portion of revenue this year. (Khao Hoon, 3/8/17) SCCC SCCC board approved dividend of Bt6 per share with XD on August 17. The total dividend payment is Bt1.79bn. Though 2Q17 earnings were only Bt796mn, it believes the country’s cement […]

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BCPG BCPG to invest in power plant business in Indonesia. The production power is 182 MW. It will record revenue in 3Q17. (Thun Hoon, 24/7/17) Comment: I do often worry about Thai companies buying commodity/power assets in Indonesia…but should this be a genuinely good purchase it does add to the theory that BCPG benefits as a state […]

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AMATA AMATA visited Stockholm, Sweden to study its ‘Hammarby Sjostad’, or ‘Smart City’ project, and SAAB Group which manufactures fighter jets for Sweden, in the hopes of developing a Smart Aerospace City in Thailand. (Thun Hoon, 7/6/2017) CSS CSS expects to benefit from NBTC and MEA project to ground all power/cable lines along five main […]

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AAV AAV reported 1Q17 net profit of Bt570mn, down 43% due to higher fuel cost. Its revenue was Bt9.1bn, up 2% on 8% passenger growth and 89% loading factor. (Kao Hoon, 11/05/17) Comment: How much better can this company perform? It’s effectively running at full load, the only thing that they can do different is […]

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A A targets 2017 revenue growth of 38%. It plans to launch 11 projects worth Bt24bn. It is budgeting Bt1bn to acquire land. (Kao Hoon, 22/03/17) Comment: Still one of the most impressive stock charts I’ve seen.    BEM MOT confirms that there is no problem regarding the MRT Blue Line extension. The cabinet has […]

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ARROW ARROW is studying setting up a plant in Myanmar. It has budgeted Bt30mn to buy machines and improve its products. It expects 1Q17 performance to be good after substantial sales growth in the first two months of the year. (Thun Hoon, 10/03/17) AU AU approved cash and stock dividend. Its 2016 net profit was […]

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