AOT AOT says Suvarnabhumi Airport phase 2 expansion has progressed to around 30.62%. AOT is speeding up the project and plans to issue the TOR for the baggage belt conveyor and explosives detection system in August. (Kao Hoon, 31/7/18) BIG BIG set up a new subsidiary, Camera Holding, to expand its business. It expects 2H18 […]

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AEONTS AEONTS reported 1QFY18 net profit of Bt928mn, increasing 50% YoY. (Kao Hoon, 12/7/18) Comment: This has beaten everyone’s expectations.  BKD BKD reports a record high of backlog of Bt2bn, with Bt1.4bn to be booked this year. It plans to bid for projects both inside and outside Thailand. (Kao Hoon, 12/7/18) CHAYO CHAYO announced the […]

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AOT Yesterday, AOT opened a new domestic terminal at Phuket Airport that will increase passenger capacity to 12.5 million/year. For its 7MFY18, the company reported passenger traffic growth of 10% YoY to 84 million. (Thun Hoon, 26/6/2018) Comment: Finally this is completed. More expansions coming for AOT ASAP ASAP expects revenue to grow 25% this […]

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ADVANC ADVANC expects the strong earnings momentum to carry into 2Q18 driven by the ongoing popularity of the Internet on both mobile and fixed broadband. The firm also plans to delist CSL within July. For the whole year, the firm sticks with its revenue growth guidance of 7-8%. The investment in 4G network will be […]

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CPN CPN to invest Bt5bn to launch Central Village, expected to open in 3Q19. It will book revenue from new department stores. In 2H18, it will open two new stores. (Khao Hoon, 25/4/18) Comment: Management has publicly come out to say that this is to target tourists in Thailand, although they put the % at […]

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  BGRIM BGRIM is expanding its investment in CLMV; it set up two subsidiaries in Cambodia for the power plant and transmission wire business. It expects to sign an MOU for a project in Vietnam in 1Q18 and expects a project in Malaysia to be finalized in 3Q18. (Thun Hoon, 26/1/18) Comment: Out of all […]

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APM APM establishes new subsidiary for leasing business in Laos. It is going to extend its first lot of loans amounting to Bt50mn. It plans to complete six IPO deals this year and to expand its consulting service to strengthen its business. (Thun Hoon, 9/1/18) Comment: These are the guys that list a lot of […]

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BCP BCP projects 2018 gross refining margin will be close to 2017’s at US$6-7/bbl and average production volume of 111,000 bbl/day. It believes demand will still be high and plans to list BBGI in the stock market in 4Q18. (Thun Hoon, 23/11/17) Comment: They don’t really talk much about the failed investment in the oil […]

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AGE AGE will submit its investment plan to the board for approval in August. It plans to invest over Bt100mn. Management is finalizing plans for 3Q17 and expects 2H17 to be strong as orders from China and Vietnam will support 3mn sales volume (25-30% growth). (Thun Hoon, 13/6/17) AMATA AMATA is in talks with Chinese […]

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ATP30 ATP30 expects 2Q17 earnings to be better than 1Q17 as it will book revenue from major clients. It is talking with 2-3 clients in an IE in the northeast and expects to benefit from EEC. Revenue growth in 2017 is expected to hit target of 15%. It is budgeting Bt120mn to buy 30 new […]

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