LH Group could be the one to decide fate of JAS’s broadband (TTTBB) spin-off to ADVANC as the group is the 2nd largest unit holder of JASIF, 616.08m units or 7.7% of total outstanding. Comment: Haven’t looked into this, though I wouldn’t see why LH wouldn’t vote for this change. NRF to cod 1st phase […]

Read More →

AMATA and WHA stand to benefit on relocations following fresh China-Taiwan tensions, while ASIAN, TU, TKN, and SNNP may benefit from food export bans, Tabloid. Comment: Well, everyone used to say that AMATA and WHA was going to benefit from the China tariff’s, that didn’t materalise. Why would this? And if there is going to […]

Read More →

AKR AKR will participate in government bids worth Bt2.6bn in 2H17 and expects to win Bt1bn. It aims to export solar panels to Myanmar and Laos for long-term growth. (Thun Hoon, 30/6/17) Comment: Despite all the news this company has released, they’ve never achieved anything over the past 5 or so years ANAN ANAN is […]

Read More →

AJ AJ expects 2017 earnings to be good supported by expansion to Europe and higher domestic sales brought by government stimulus measures that increased demand for its products. It plans to invest in CPP production line to increase its product variety. (Thun Hoon, 03/11/16) BDMS BDMS expects Bt100bn revenue in 2018. SET-listed Bangkok Dusit Medical […]

Read More →

ADVANC ADVANC made ITS first payment of Bt8.6bn with A Bt72.3bn bank guarantee for 900MHz. It expects to handle 2G clients before being shut down. It expects higher earnings from less expense of Bt4bn. (Khao Hoon, 29/06/16) Comment: There’s a lot of analysts expecting 2Q16 to be the peak for ADVANC earnings for the next […]

Read More →

ADVANC ADVANC has confirmed that it will be bidding for the 900MHz on May 27 with a bid of Bt75.65bn. (Kao Hoon, 25/5/16) DTAC DTAC unfazed by more 4G competition — The country’s second-largest mobile operator shrugged off increased competition from its rivals, saying that Advanced Info Service (AIS) and True Move will also face […]

Read More →

AGE AGE plans to invest in Vietnam this year to meet high demand. It has budgeted Bt40-50mn to invest in new plants after seeing substantial local orders. It expects to focus on SME segment. It expects 2016 revenue growth to achieve its target of 10-15%. (Thun Hoon, 26/01/16) Comment: And they should be announcing something […]

Read More →

ARROW ARROW expects net profit to reach new high over next three years. 2015 revenue is expected to achieve target growth of 20%. It expects no impact from the yuan devaluation. (Khao Hoon, 01/09/15) Comment: And it’s still continue to grow strongly regardless of everything NOT happening in Thailand during the past 12 months BJCHI BJCHI expects […]

Read More →

AOT APPS moving forward – AOT’s board has approved the hiring of 2S Consortium to operate the Advance Passenger Processing System (APPS), an online passenger-information exchange system, to improve customs and immigration services and shorten entry time at airports. The consortium consists of Somapa Information Technology and Samart Comtech. AOT will charge Bt35/passenger and expects […]

Read More →

AAV AAV’s net profit was Bt183mn in 2014, down 82% YoY, dragged down by weak operations in 1H14 from the political unrest. (Kao Hoon, 26/02/15) Thai AirAsia will open new route Bangkok-Burirum on April 2, its eighth route into the northeast of Thailand. Thai AirAsia will then cover all major cities in the northeast. It […]

Read More →