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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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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ANAN ANAN plans to launch three new projects worth Bt8.3bn. It targets presales of 60% of the value of the projects with a high demand outlook in BTS-attached condominiums. (Thun Hoon, 5/9/17) Comment: I do foresee a risk for all property names within the next 5 years, the average age of the population in Thailand […]

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COL COL expects a strong performance in 2H17 after it sold its online business to Central Group, which will boost its earnings 66%YoY. 2Q17 earnings increased by 23%YoY on rising orders. The growth will come from the e-book business as well. (Thun Hoon, 10/8/17) Comment: Does this just go to show that the online business […]

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ANAN ANAN is launching five projects worth in total Bt21.1bn along with its JV Mitsui at Paragon on June 22. Currently, the company has Bt42.5bn worth of backlog on hand to be recognized through 2019. (Kao Hoon, 6/5/17) Comment: A continuation of what they’ve been wanting to do for the past few years, now it […]

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AH AH plans to expand abroad to boost revenue. It targets to complete one deal this year. It expects continued growth in 2Q17 performance after the 50% net profit growth in 1Q17. Behind this is numerous orders and profit sharing from associated company. (Thun Hoon, 18/05/17) Comment: zzzzz, if there is ever a change a […]

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ADVANC ADVANC reported 1Q17 net profit of Bt7.69bn, down slightly from 1Q16’s Bt8bn. Service revenue was Bt31.36bn, up 4% YoY, with 40.6mn subscribers. AIS Fibre expanded its customer base to 373,900 subscribers. It expects 2017 revenue growth of 4-5%. (Thun Hoon, 28/04/17) Comment: I do wonder when will this industry be overtaken by a clever […]

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AH AH expects 2017 revenue to grow 5% from last year thanks to auto sector recovery. It expects 1Q17 performance to be good brought by numerous orders. It plans to expand abroad, with some progress in 4Q17. (Thun Hoon, 24/03/17) Comment: I’m still not impressed by this company.. COMAN COMAN expects 2017 revenue growth of […]

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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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