BAFS BAFS expects revenue reach Bt5bn in 2021 upon a full year of revenue from Phichit-Lampang oil pipe. For 2018, it expects revenue growth of 4-5% on easing of ICAO for 16 airlines. (Kao Hoon, 23/5/18) CHOW CHOW expects revenue to exceed Bt5bn as it will book Bt1bn in revenue from its energy business in […]

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B B will focus more on business restructuring to emphasize its logistics segment to accommodate rising e-commerce. The company targets to double revenue YoY in 2018, from Bt125.64mn in 2017 and expects to record some profit vs. net loss in 2017. It will reduce the proportion of customers in heavy industry from 90% currently to […]

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CHG CHG targets 2018 revenue to grow at 10-15%. It says 1Q18 earnings will be good, driven by more patients. It plans to open a new hospital in Prachinburi worth Bt500mn, increasing patient beds to 699 by end-2018. (Thun Hoon, 2/4/18) Comment: It appears that every hospital group is going to announced decent 1Q numbers […]

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AGE AGE targets 2018 coal sales growth of 20-25% and plans to penetrate Chinese and Vietnamese markets next year. It expects revenue proportion from overseas will increase to 30%. It says the establishment of a joint venture company with a Chinese partner will be completed within 1Q17 and targets sales in China to reach 300,000 […]

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BCP BCP is certain that 2017 earnings will reach target as oil volatility is not expected to affect earnings. Its EBITDA is targeted to grow at 20% with support from subsidiaries’ power plants. (Thun Hoon, 11/7/17) COM7 COM7 is expected to have 2Q17 earnings of Bt105bn or 30% growth, supported by sales of smart phones. […]

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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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BIG BIG aims for full-year revenue growth of 10-20%. It is holding Big Camera Festival 2017 to boost 2Q17 revenue. (Thun Hoon, 30/03/17) Comment: Potentially Q1 and Q2 could show decent YoY numbers but I doubt there’ll be anything explosive unless there is a new business plan that the management team has in mind CK […]

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ABC ABC expects 2017 earnings to be good and targets revenue from property business of 70% and e-business of 30%. It plans to focus on two projects, Above Sukhumvit 39 and ABC World via abcpoint and WeChat. It expects to be the leader in financial innovation. (Kao Hoon, 27/02/17) AGE AGE expects 2017 coal sales […]

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BAY BAY targets loan growth of 6-8% this year by focusing on corporate and personal loans. Ittargets NPLs to not be higher than 2.5% with bad debt of 1.4-1.5%. It expects 4Q16 bad debt tobe higher because of adding one more corporate loan. (Kao Hoon, 01/02/17) Comment: Part of me is still of the viewpoint […]

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ALLA ALLA has backlog of Bt324mn which will continue to book since 4Q16. It is ready to get a new job and expects earnings to be outstanding next year supported by overall investment is recovery. (Kao Hoon, 21/11/16) BSM BSM got a Bt100mn job to produce doors and windows in Papua New Guinea. It plans […]

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