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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ANAN ANAN is going to launch 22 projects worth approximately Bt50bn this year. It believes demand for condominiums is high in areas adjacent to skytrains and targets presales and transfers at Bt40.5bn each. It has budgeted Bt11bn to buy land. It plans to use AI for construction, which will reduce construction cost. It also plans […]

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AIT AIT targets 2018 revenue to grow by at least 10% to Bt5.5bn, as it is going to book revenue from backlog of Bt4.1bn. It plans to bid for Bt20bn in new projects in both the government and private sectors. It believes 2017 revenue will achieve target of Bt5bn. (Thun Hoon, 8/12/17) Comment: The IT […]

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BA BA signals 3Q17 earnings will turn positive from 2Q17, as number of passengers and load factor have increased significantly. It is going to open a new route, Bangkok-Phu Quoc to expand its presence in CLMV and increase revenue in the long term. Flights are expected to start on October 29. (Thun Hoon, 4/10/17) Comment: […]

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BTS BTS expects EBITDA margin for the Pink and Yellow Lines to increase to 64-69% in its final year and passenger numbers to grow 4.5-5.2% on average. (Thun Hoon, 21/6/17) CBG CBG is in talks with 3-4 retail operators in the UK to expand its business overseas. It expects to finalize the deal with 2-3 […]

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AGE AGE expects 2017 revenue to grow 25-30% on the back of robust earnings for the first four months of the year. It continues to expand to China and expects exports to comprise 30% this year. (Kao Hoon, 09/05/17) AMC AMC plans to launch new products to boost 2017 revenue to growth of 10-15%. It […]

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AAV AAV plans to expand its routes to and from U-Tapao and CLMV and India. It targets load factor of 84% in this year with market share of 30%. It expects 2017 revenue to grow not less than 16%. (Thun Hoon, 24/04/17) Comment: I can just see this airline continuing to dominate the skies in […]

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ATP ATP30 expects to benefit after its clients renew Bt120mn contract. It targets 2017 revenue growth of 15%. It is budgeting Bt120mn to increase its buses. (Thun  Hoon, 23/03/17) BEM BEM expects 2017 earnings to grow by 5% on the back of a full-year of booking revenue from MRT Purple Line (Bang Yai-Bang Sue) and […]

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ABC ABC plans to invest in WeChat Pay project, a mobile payment application for Chinese tourists. It expects this to contribute revenue of Bt1bn/month. It plans to partner with department stores and is looking for other partners as well. (Kao Hoon, 07/03/17) Comment: Where does the news get these magical #’s from?    APCO APCO […]

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AMA AMA reported 2016 profit growth of 13% to Bt143mn. It plans to add one ship and begin shipments of palm oil to China, South Korea, Japan, Pakistan, Sri Lanka and Bangladesh. It expects 2017 revenue to continue to grow. (Kao Hoon, 2 3/02/17) AOT AOT is confident that it will not have to pay […]

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