AAV AAV anticipates turnaround from lower fuel costs and improved cabin factors yoy, will take delivery of 4 new aircrafts to accommodate new routes, focus CLMV and south Asia. Comment: Oil prices just confound me half the time. Then again a lot of things do. But at these levels I don’t see why the airlines […]

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TET: TRC has undergone strategic shifts in its business model, could you explain what the changes are and why they were made? TRC began as a traditional contractor before transitioning into an EPC Contractor focusing on oil and gas sector. We specialize in engineering, design and construction for the gas pipeline networks, mid-stream to processing […]

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AIT AIT reported 3Q18 earnings of Bt61.8mn, -50%YoY. It expects revenue to drop and costs to stabilize next year. Backlog is Bt2.2bn. It is bidding for new projects to raise backlog. (Kao Hoon, 8/11/18) Comment: The traditional IT sector in Thailand has been dead ever since the military came in. ATP30 ATP30 reported 3M18 earnings […]

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CKP  CKP has raised its revenue growth target to 15% from 10%, because the quantity of water has risen increased to support electricity production in Q3. Xayaburi power plant will run operational tests this month. (Kao Hoon, 3/10/18)    CPALL  Revenue Department allowing Counter Service to be the agent for tourist VAT refund for a […]

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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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ADB ADB expects demand for plastic resin and adhesive sealant to increase in 2H18. it is developing innovative products to add a new “green product” line which is eco-friendly. It believes the new products will be preferred by customers and widen its gross margin. The company is also improving the formulation of products to shield […]

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BA BA expects 2Q18 revenue to be good, with advanced bookings up 11 .%The company plans to raise its revenue growth target for 2018 to 7-10 %and continue to expand codeshare with other airlines .It expects cabin factor to reach 70 %this year and will expand its fleet to accommodate more flights to Chiang Mai. […]

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ANAN ANAN believes 2018 revenue will grow by 18% to Bt28.3-34.3bn, even though transfers of Ashton Asoke have been delayed. It says it is willing to return the money if the project is not able to be transferred by the scheduled date. It also says 95% of its customers are willing to wait for transfers […]

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ATL ALT approved warrant issue at 4 existing shares for 1 warrant, XD on 12 December. It plans to use the funds to expand its business by investing in telecommunication projects for rent, as it intends to raise the proportion of recurring revenue to strengthen and sustain business growth. (Thun Hoon, 1/12/17) Comment: The key […]

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BIG BIG has bottomed out after entering high season and is changing its strategy to sell cameras and mobile phones in order to accelerate its earnings recovery in 4Q17. (Thun Hoon, 6/11/17) Comment: Still have my doubts on their ability to continue pushing new cameras to the market, unlike iPhones its a different consumer behaviour […]

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