BCPG BCPG expects 2Q17 to be stronger QoQ backed by contribution from the new power plant. The company targets 25% revenue growth from Bt3.38bn in 2016. It will bid for more PPA in the new lot of government waste power plant bids. It expects 30-40 MW. (Thun Hoon, 16/6/17) BEAUTY BEAUTY is targeting small sized […]

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BEAUTY BEAUTY reported 1Q17 revenue of Bt687.53mn, up 29.7% with net profit of Bt199.65mn, up 54.5% on the back of better sales at each distribution channel. It continues to expand both at home and abroad and also plans to distribute to King Power and 1,100 7-Eleven stores. It plans to expand to an online channel, […]

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ANAN ANAN targets revenue to grow 300% within three years brought by economic recovery. Over the long term, it plans to launch 35 projects. Its existing backlog is Bt25bn. It plans to launch 17 projects worth Bt41.8bn this year. (Thun Hoon, 10/04/07) Comment: Despite the outraegous projection, it is entirely possible given the JV’s they […]

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BAY BAY targets SME loans growth of 3.8% this year, raising loans to Bt160bn. 2017 loan growth will be lower than last year’s 14% because it will focus on credit quality. It expects bad debt to be lower than last year in line with economic recovery. It targets to be the main bank for customers. […]

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AAV AAV expects 1Q17 performance to be good on seasonality. It expects load factor to hit 86% against its full year target of 84% with passengers of 19.5mn. It plans to increase both domestic and international routes to handle the CLMV market. (Thun Hoon, 06/0 3/17) AMATA AMATA expects to benefit from high demand from […]

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A A expects 1Q17 sales to reach Bt2bn, with total sales of Bt9bn in 2017, bringing revenue of at least Bt6bn. It plans to launch eight new projects with a total value of Bt7.4bn. It has budgeted Bt1bn to buy land to develop new projects. (Thun Hoon, 22/02/17) Comment: The company seems to be continually […]

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AAV AAV targets 19.5mn passengers in 2017 and expects load factor of 84%. Going forward, its strategy is to expand its route network to new potential markets including CLMV that will balance revenue contribution which at this point is heavily reliant on the China market. It plans for the expansion to eventually lower the revenue […]

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AOT AOT will split par to Bt1/share on Jan 27 which will increase liquidity. It expects 1QFY17 earningsof Bt4.9bn, up 6%, brought by more passengers. (Kao Hoon, 24/01/17) Comment: Retail investors and basically everyone else are going to love this.  CHOW CHOW plans to operate more power plants. It targets total capacity of 100MW by […]

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THAI SOLAR ENERGY PUBLIC COMPANY LIMITED Name: Cathleen Maleenont, Ed.D. Position: Chairman of the Board and Chief Executive Officer Subject: Sun is shining on TSE October 2016 Please explain the history and business model of TSE The company was formed eight years ago with the aim to be a long-term participant in the renewable energy […]

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AGE AGE expects 2H16 earnings to grow thanks to a strong rise in coal price. It expects coal sales volume of 2.2mn tons in 2016. (Kao Hoon, 21/10/16) BBL BBL reported 3Q16 net profit of Bt8.06bn, growth of 12%, with 9M16 net profit of Bt23.55bn, down 11% YoY. (Post Today, 21/10/16) BIG BIG signed a […]

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