Updates
GUNKUL GUNKUL is partnering with Kenyor Solar Park Sdn Bhd to build 29.99 MW solar farm in Terengganu, Malaysia for Bt1.350bn. It expects to start commercial operations by December 31, 2020. It targets 2018 revenue to grow by at least 20%. (Thun Hoon, 23/02/18) IVL IVL targets five-year EBITDA (2017-2021) to reach US$2bn from US$1bn […]
Read More →AMA AMA reported 2017 earnings of Bt235.15mn, growing 71.99% YoY with revenue of Bt1.50bn, a new high backed by more ships and trucks. It plans to expand its fleet in order to support increasing global demand for palm oil as export volume of palm oil is forecasted to rise to 4mn tons this year. It […]
Read More →BAY BAY targets corporate loans and deposits to grow by 6-8% this year in tandem with projected GDP growth of 4%. It targets SME loan growth of 14% in 2018 and expects this growth to reach 20% in three years. It says its NPLs remain low compared to peers and views the establishment of banking […]
Read More →BIZ BIZ targets 2018 revenue to grow by 10%. It recently signed a contract to sell a radiation therapy machine to Metropolitan Hospital Tha Chalom for Bt90mn, raising its backlog to Bt1.450bn. It is going to bid for new projects, worth Bt1bn. (Khao Hoon, 20/02/18) Comment: An interesting business ridiculously priced! CHEWA CHEWA targets 2018 […]
Read More →AIT AIT targets 2018 revenue of Bt6bn, growing 20%, backed by its current backlog of Bt2.593bn, which will be booked as revenue. It reported 2017 earnings of Bt431.1mn and announced a dividend on 2H17 of Bt1.4/share, XD on 20 April 2018 . (Thun Hoon, 19/02/18) Comment: And is this the turning point for the industry? […]
Read More →Notable Transactions Buy(s) THB 12.8 mn N/A Sell(s) THB 309.6 mn TIW – 10% of the company sold to a Director and another unrelated shareholder group. What’s going on here?
Read More →I’ve been thinking that oil may drop by some 10% in the coming weeks and so the one main factor that has been holding the market up may disappear. Interesting that every contractor has been weak recently, STEC for financial reasons, ITD for obvious ones…and UNIQ, wouldn’t be surprised to see this sector perform strongly […]
Read More →1. Thai banks’ loans may rise 6-8 pct this year -c. bank. Thai commercial banks’ loans may increase 6-8 percent this year after rising 4.4 percent in 2017, reflecting the improving economy, a senior central bank official said on Monday. Non-performing loans (NPLs) likely peaked in the final quarter of last year and might fall […]
Read More →ADVANC ADVANC targets 2018 revenue growth of 7-8% YoY, upon booking 100% of CSL earnings. It plans to invest Bt35-38bn to expand its 4G-fiber network. It expects mobile revenue to grow by 3-5%YoY with 800,000 home internet customers. (Khao Hoon, 16/2/18) BTS BTS 3Q17 earnings were Bt889mn, +89.8%YoY, driven by revenue from mass transit, which […]
Read More →AOT AOT reported 1Q18 earnings of Bt6.219, growing by 22.33% and revenue of Bt15.045, growing by 14.62%, backed by a rise in the number of passengers from six airports to 34.64mn on expansion of tourism and the removal of the ICAO’s red flag. (Khao Hoon, 15/02/18) Comment: And it will continue and continue, still curious […]
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