BANPU BANPU has budgeted Bt3.5bn to invest in Marcellus natural gas, with production capacity of 52mn cubic feet per day. It currently has six natural gas sources with total capacity of 201mn cubic feet per day. (Thun Hoon, 13/12/17) EGCO EGCO says it has successfully obtained loans to develop and construct Nam Theun 1 power […]

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AMA AMA targets 2018 revenue to grow by 30%, as it plans to add two more ships and 30 trucks in response to the growth in the industry. It believes 4Q17 results will be outstanding from high season, which will lead 2017 revenue to make new high at Bt1.5bn. (Khao Hoon, 29/11/17) ANAN ANAN says […]

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ACAP ACAP plans to revise up its 2017 loan target from Bt6bn after already achieving Bt5bn in 1Q17. It is talking to a prospective partner to engage in home loans in Myanmar and Cambodia. (K ao Hoon, 23/05/17) AMATA AMATA expects 2017 revenue to be better than last year thanks to EEC. It has land […]

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AOT AOT reported 2QFY17 earnings of Bt6.47bn, up 17%. This brought 1HFY17 earnings to Bt11.49bn with 65.59mn passenger pass-through. (Kao Hoon, 16/05/17) Comment: What tourism slowdown? Only 5% of the Chinese have passports, just imagine if 10% have passports (note for US citizens its about ~35%-40% depending upon which stat you look at) ARROW ARROW […]

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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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ACAP ACAP targets 2016 loans of Bt4bn after reaching Bt3.8bn in 10M16. It expects 2016 performance to turn around, after a 9M16 net profit of Bt94.26mn. It plans to approve property loans of Bt100-300mn. It plans to issue debentures to broaden its business base. (Thun Hoon, 15/11/16) AOT AOT is confident 2016 earnings will be […]

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BTW BTW is talking to a prospective partner to expand to the power business. It expects a decision to be made this year. It expects 2H16 performance to be good backed by solar farms in cooperative units. It expects 2016 revenue to reach Bt2bnm as targeted. Its backlog is Bt1.9bn, of which 50% is expected […]

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AOT AOT expects to benefit from recovery in tourism, more passengers, and growth in flights by low-cost airlines. It targets non-aviation revenue to comprise 50% within three years. It plans to expand terminals in order to handle 6-8% passenger growth each year. (Thun Hoon, 28/06/16) BEAUTY BEAUTY expects 1H16 net profit of Bt169.61mn driven by […]

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CPALL CPALL expects its net profit to be good brought by SSS growth and 700 new stores. It expects 1Q16 net profit to be no less than Bt3.85bn with Bt102bn sales. It plans to sell MAKRO shares. (Thun Hoon, 04/05/16) Comment: It does finally look like they are going to do something with their stake […]

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AOT AOT expects 2QFY16 earnings to peak backed by 197,913 flights (+9.4%) and 32.3mn passengers. It expects 389,272 flights in 1HFY16 (10.6% growth) and 61.2mn passengers. (Khao Hoon, 26/04/16) Comment: It’s just incredible, time to start a pool on when passengers hit 100 mn AQUA AQUA will pay dividend of 100% of profit with Bt900mn […]

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