ACG upbeats 4Q earnings from strong vehicle sales ahead of year end, 11 more dealerships yoy and contribution from maintenance services, sets Bt200m budget to open 2 branches and expand relating business, target 20% revenue growth next year. BA to compete with King Power for duty free pick-up counter at Suvarnabhumi and Donmuang, result Jan […]

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BJC to open 1st BIGC in Cambodia Poi Pet, with Bt300m investment, target Bt1m sales/day, sees seasonal 4Q to boost revenue growth by 4-5% yoy as planned. CK signs Bt6.6b Rama 3 expressway contract. COM7 sees record high quarterly profit in 4Q, +44% yoy, boosting FY19 up 33% to Bt1.18b, helped by strong iPhone 11, […]

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BAY added 3 features, digital account opening, online travel insurance service and e-marketplace (promo campaign) to KMA mobile app to double vol of active users. Comment: And then once the banks have hooked us onto their apps will they begin to charge fees? EA denies chatter that Taxi Co-op had cancel order for 3,500 EV, […]

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CKP sees big jump after COD Xayaburi hydro dam y’sday, 1,200MW. HMPRO sees strong demand for home improvement 4Q on seasonal, expects tailwind from govt cash handout and rebate scheme, will open 2 Megahome in 4Q, upbeat GPM aft revamped prod-mixed. Comment: They are hoping that 4Q will be a seasonal high, if not its […]

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ALL to launch 4 condo pjs worth Bt12.45b in 2H, confident of Bt7b presales this yr. BTS to officially cod Green line extension (North) Ladprao station on Aug 11, additional 4 stations (Phaholyothin 24, Ratchayothin, Sena, Kassetsart Uni) to cod in Dec, remaining 11 stations in FY20. Comment: And they’ve made another investment into a […]

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BEM to test run blue line MRT extension, Hua-Lampong-Lak Song, 27 km 11 stations from Aug 12, target cod from September. BJC reaffirms 2 digits revenue growth this year from BIGC hypermarket expansion, target full year SSSG above 2%, in talk clients to secure can packaging order, expects to wrap up 2H. EPG’s firm on […]

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BEAUTY sees earnings recovery in 2Q and into 2H19, adjusting sales strategy and keeps expanding oversea channels to 15 countries, firms on net profit margin of 25% on 20% revenue growth. Comment: That’s not the case when looking at the performance DIGI name change to B-52 Capital Pcl, ticker change to B52, effective today. Comment: […]

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BBL: anticipates 2Q turnaround after loans shrink 1Q from corporate re-payment expects NII recovery from bancassurance and mutual fund business, maintain 4-6% full year loans growth target, Bt 20b LLP flat yoy. Comment: They are the best bank atm….a race to the bottom for the industry? BJC: sees positive earnings momentum 2Q from additional packaging […]

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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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BA to expand CLMV routes this yr, as it invests Bt1.815b in the purchase of 2 aircraft, sets 3.5% rev growth t/g, 3% psx growth to 6.16m, bids for duty-free concession with 2 partners. Comment: Valuation wise it is cheap given the holding of BDMS. And this is shown in the share buyback program. But […]

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