AU AU expects 2Q17 to do better than 1Q17 from stronger demand. The company plans to open seven new branches. (Thun Hoon, 27/6/17) Comment: Every potential dream looks fully priced in CK CK expects to win 20% more projects in 2H17 from new bids worth Bt400bn for five dualtrack train lines and three electric train […]

Read More →

ACAP ACAP has been rated “BB” by TRIS, signaling stable growth and a strong balance sheet. (Thun Hoon , 14/6/17) EA EA will book contribution from two wind farms worth 45 MW with the third wind farm to start up soon and push total capacity to 404 WM in 2017. This will support performance to […]

Read More →

AJD AJD expects to reach 50,000 mobile top-up machines nationwide this year after reaching 30,000 in mid-September. It expects to get revenue from Alibaba members in 1Q17. (Kao Hoon, 14/10/16) Comment: Perhaps Jack Ma being in town this week helped the sentiment behind this name ASIMAR ASIMAR plans to bid for a PAT job worth […]

Read More →

AMATA AMATA expects to sell 1,000 rai of land this year because of high demand in 1Q16 from Chinese, Japanese, and Korean clients. It expects to sign a contract for the sale 400-500 rai soon. (Khao Hoon, 09/05/16) CK CK plans to take part in Bt480bn in bids and expects to get 20-25% to add […]

Read More →

CENTEL CENTEL plans to acquire an international food company. It expects the deal to be finalized by 4Q16. It targets 2016 revenue to grow 10% backed by growth in online business. (Thun Hoon, 20/01/16) Comment: Well the EVP must be very happy because he has only talked about doing acquisitions for the past few years […]

Read More →

BIG BIG is budgeting Bt200-150mn to expand its business by opening more branches. It expects 2015 revenue to mark a record high and to pay its first dividend. It expects 2016 earnings to be good. (Thun Hoon, 14/01/16) Comment: I’ve been surprised by their continuing positive performance but I still have doubts on their sustainability […]

Read More →

AH AH expects 2016 revenue growth of 5-10% thanks to new car models. It expects gross profit margin to be good when it implements cost control. It has budgeted Bt400mn to acquire a business next year. It has cash on hand of Bt800-1,000mn. (Khao Hoon, 30/11/15) Comment: This has been a dog of stock for […]

Read More →

ANAN ANAN says its backlog is Bt36bn of which Bt6bn is expected to be booked in 4Q15. It plans to launch two condominium projects at Bang Sue and Silom valued at Bt8bn. (Khao Hoon, 14/10/15) AUCT AUCT expects to get 4G auction system project management from NBTC. It expects this to contribute revenue in 4Q15. […]

Read More →

BJC BJC is talking to many prospective partners (in Laos, Vietnam, Cambodia) to take over local and international companies, which is expected to be finalized soon. It has budgeted Bt2.25bn for investment. It expects 2015 revenue to grow 10% as targeted. (Thun Hoon, 29/09/15) CHOW CHOW is talking to prospective partner to invest in solar power plant. […]

Read More →

ABC ABC expects to report net profit in 3Q15 after a loss of Bt32mn, with revenue of Bt3bn. It plans to expand to E-commerce by launching an application with a credit card point redemption campaign. (Khao Hoon, 26/05/15) Comment: I still have extreme doubts on ABC’s business, perhaps they’ll allow us to redeem credit card […]

Read More →