AOT to seek board approval for TOR of Suvarnabhumi’s 3rd runway in Jul, seeks new govt to approve its Bt202 development plan, including in new airports in Phuket and Chiang Mai.Comment: I’m not holding my breathe whilst waiting for this to go through DELTA may see 2Q FX losses from strong THB. Comment: All of […]

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GULF: report cod of 68.8mw Vietnam solar on March 6, additional 50mw to cod in May, target 30% revenue growth this year above Bt 33b supports by full year contribution of 8 pp cod-ed last year. Comment: And they’ll continue reporting such news and numbers for the coming 2-3 years SAMCO: board approved estimate of […]

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AMATA reports 40 acres IE land sold for Jan-Feb, expects big jumps from +30% repricing and tailwind from utility biz. Comment: Seeing is believe, 40 acres is…nothing, and far below what they’ve been saying they would achieve for the past few years ASIAN upbeats FY19 earnings from healthy demand for pet food, in talk partners […]

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CBG CBG struggles to control costs. It cut expenses in subsidiary ICUK. It is focusing on increasing revenue in the Australian market with minimum sales of Bt100mn. As for market strategy in Thailand, it is focusing on marketing through “Cash Van” and “cheer ladies”. It expects this strategy will grow its sales by 10% next […]

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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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AKR AKR is confident that performance in 2Q18 will turn around with continual negotiation on power supply projects with both the government and private sectors .Backlog value is Bt300mn .The company aims to join the solar rooftop project with Bt500-600mn value and expects to know the outcome by 2H18. (Thun Hoon, 4/6/18) Comment: Ridiculously low […]

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BAFS BAFS has budgeted Bt500mn to add more fuel trucks in order to expand refueling points in the airport. It targets 2018 revenue to grow by 3% from 2017 projected revenue of Bt4.4bn, as demand has risen. It believes 4Q17 results will be outstanding as it enters high season. (Thun Hoon, 27/11/17) Comment: With the […]

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AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]

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AIT AIT targets 2017 revenue of Bt5bn. Its backlog is Bt3.4bn and it expects to recognize Bt3bn this year. It plans to take part in upcoming bids. (Kao Hoon, 17/03/17) Comment: Since it raised capital 3-4 years ago the company hasn’t had the ability to perform yet.    AMA AMA expects 2017 revenue growth of […]

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AJD AJD and partners set up two subsidiaries and is taking a stake of over 50%. It expects this to provide growth as well as lower risk from core business. (Thun Hoon, 25/01/17) AOT AOT expects passenger pass-through to reach 3.87mn with 23,000 flights on Chinese New Year. It says tourists from China dropped to […]

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