AGE AGE targets coal sales volume of 4mn tons next year, 20% higher than this year. It expects coal sales volume to hit its target of 3mn tons this year and this will be a record high. Demand both at home and abroad is still growing. It has 3-4mn tons of backlog now and this […]

Read More →

AOT AOT will complete ToR for duty-free space in December 2018 – January 2019. The TOR includes renovation of Suwannabhumi, Phuket, Hatyai and Chiangmai airports. The Cabinet is preparing to launch tourism promotion measures including visa fee exemption and “Passport privilege”. Private entities are also planning to offer discount prices. (Thun Hoon, 6/11/18) Comment: This […]

Read More →

ASAP ASAP is applying for a loan from local banks to expand its business. It plans to set up car parks for rent nationwide and a final decision will be made in October. It also plans to franchise “auto park” and the conclusion will be clear in 4Q18. Management expects 2H18 results to be good. […]

Read More →

BGRIM BGRIM is acquiring power plants with many hundred MW in cooperation with partners. It plans to invest in power plants in Vietnam and South Korea. It expects 2018 revenue growth of 20%. It is financially strong with cash of Bt20bn (Kao Hoon, 27/8/18) BTS BTS expects fare revenue to reach Bt6bn in two years, […]

Read More →

CKP CKP is going to start commercial operation of BIC2 in 1Q18, raising its operating capacity. It targets 2018 revenue to grow by 15% backed by upcoming electricity production capacity. It says it is negotiating a deal for a new hydropower project in Laos, which it expects to finalize in mid-2018. It is going to […]

Read More →

AH AH plans to expand abroad to boost revenue. It targets to complete one deal this year. It expects continued growth in 2Q17 performance after the 50% net profit growth in 1Q17. Behind this is numerous orders and profit sharing from associated company. (Thun Hoon, 18/05/17) Comment: zzzzz, if there is ever a change a […]

Read More →

AH AH targets 2017 sales growth of 5% in line with the auto industry, which it believes has bottomed out. It expects car production to hit 3mn within five years. It plans to expand its business in one country, with a decision this year. It is studying setting up a plant in Malaysia. It plans […]

Read More →

AJD AJD reported 2016 net profit of Bt355mn backed by AJ Top Up machines. It expects to continue to grow in 2017 with a target of 40,000 Top Up machines. It expects to ask board approval to change the company’s name to AJ Advance Technology (AJA). (Kao Hoon, 02/03/17) Comment: Am I going to have […]

Read More →

BJCHI BJCHI expects a fall in revenue in 2016 as well as profit due to global economic factors and high competition. It has backlog of Bt2.2bn, of which it will book Bt600-800mn this year. It continues to bid for a new jobs worth Bt8.5bn to support 2017 earnings. (Kao Hoon, 22/11/16) Comment: Thus the management’s […]

Read More →

CWT CWT Board approves subsidiary purchases. The board approved budget of Bt133.96mn to have subsidiary CWTG acquire 60% of ARW and hold 5% in APCON. It has approved the purchase by subsidiary KCG of land for a building biomass power plant. (Kao Hoon, 26/10/16) Comment: I still remember being told by a client years ago […]

Read More →