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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ABM ABM expects to boost earnings after a loss in 1H18. Management says sales volume has reached target of 280k tons. Sales volume of Wood Palace factory was 60K tons in 1H18. It has budgeted Bt70mn to build 5K tons production capacity. It expects sales volume will peak in 2020. (Thun Hoon, 1/10/18) ADVANC, JMART […]

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BTW BTW plans to expand abroad and has no concerns about the US-China trade war. Its CEO says its 1Q18 backlog is Bt567mn and it is waiting to bid for many projects with a total value of more than Bt4bn. (Thun Hoon, 11/7/18) CRD CRD was awarded a new project which brought backlog to Bt1bn […]

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