And so the government has decided to act on the hospitals this time around. What’s the event? On January 9, 2019 Minister of Commerce, Mr Sontirat Sontijirawong, is due to propose adding medical products, medical supplies, and medical services to the Department of Internal Trade‚Äôs (DIT) list of products subject to price controls. In fact, […]

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AH AH will join with VINFAST to build vehicle chassis factory in Vietnam worth Bt1.8bn. It will start operations in 3Q19. (Kao Hoon, 13/6/18) Comment: Thats just amazing for AH, if you know whats going on in Vietnam you’ll see that the government is essentially trying their best to mimic the koreans and develop their […]

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CK CK to use CKP to buy shares of 1285-MW Xayaburi power plant from BEM for Bt2.5bn, lifting its shareholding to 37.5%. It plans to issue a Bt2.5bn bond to pay for the purchase. (Thun Hoon, 23/3/18) IVL IVL partners with Alpek and Far Eastern to set up CC Polymers to buy a PTA-PET factory […]

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CPT CPT plans to budget Bt270mn to build A new factory and offices overseas. It targets 2018 revenue growth of 10% from this year as it has a lot of new projects in the pipeline and plans to get new projects worth Bt2.5bn, to raise backlog from the current Bt500mn. It is going to request […]

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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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CK CK expects backlog to increase to more than Bt100bn. It also expects to get new projects worth at least Bt40bn from joining bidding for Bt200bn in projects. It is preparing to get CKP’s hydropower plant construction project worth Bt100bn. (Thun Hoon, 19/9/17) Comment: Its now just funny money for the big 4 contractors JSP […]

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BCPG BCPG expects 2Q17 to be stronger QoQ backed by contribution from the new power plant. The company targets 25% revenue growth from Bt3.38bn in 2016. It will bid for more PPA in the new lot of government waste power plant bids. It expects 30-40 MW. (Thun Hoon, 16/6/17) BEAUTY BEAUTY is targeting small sized […]

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ASIMAR ASIMAR plans to do takeover and M&As abroad to provide growth. It plans to take part in domestic bids, especially steel structure for Suvarnabhumi phase 2, valued at Bt400mn, after it getting the first phase of this project. It will also take part in the roof structure for the MRT Green Line worth Bt100mn. […]

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AGE AGE is cooperating with a Chinese partner to expand its market in China. It targets sales of 50,000tons/month which will support its target growth of 25-30% from 2.36mn tons in 2016. It plans to implement active strategy both at home and abroad and plans to diversify to logistics and warehouse businesses. (Thun Hoon, 08/03/17) […]

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DRT DRT expects 2017 revenue growth of more than 5% backed by government mega projects that will expand growth in construction materials. It has set an investment budget of Bt100mn to increase capacity. (Kao Hoon, 09/12/16) EPG EPG expects continued growth in 2H16, especially for its automotive business. This will bring 2017 revenue up to […]

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