Updates
ANAN ANAN targets revenue to grow 300% within three years brought by economic recovery. Over the long term, it plans to launch 35 projects. Its existing backlog is Bt25bn. It plans to launch 17 projects worth Bt41.8bn this year. (Thun Hoon, 10/04/07) Comment: Despite the outraegous projection, it is entirely possible given the JV’s they […]
Read More →CNT CNT has achieved its target signed projects in 1Q17 of Bt3.6bn. It expects to get Bt12bn in projects this year to bring backlog to a record high of Bt10bn. It expects 80% of backlog to be recognized this year. It is talking to a party to partner it in upcoming bids. (Thun Hoon, 07/04/17) […]
Read More →AOT AOT expects passenger pass-through via its 6 airports to reach 5.36mn during the 14-day Songkran festive season, an increase of 12.05% YoY, with 32,000 flights, up 7.22%YoY (Kao Hoon, 05/04/17) Comment: What slowdown in tourism? Â BIZ BIZ wins a project for radiation therapy machine installation worth Bt84.9mn at Roi-et Hospital. The contract will […]
Read More →BAY BAY targets SME loans growth of 3.8% this year, raising loans to Bt160bn. 2017 loan growth will be lower than last year’s 14% because it will focus on credit quality. It expects bad debt to be lower than last year in line with economic recovery. It targets to be the main bank for customers. […]
Read More →BEM BEM expects revenue growth of 10% for rail operations and 2% for expressway, on the back of a full year of revenue from the MRT Purple Line and Sri Rat outer ring. It plans to buy 35 new trains. The MRT Blue Line extension is expected to open ahead of schedule, boosting ridership above […]
Read More →A new Excise Tax Act will come into effect this September, the top Excise Department figure said. Somchai Poolsavasdi, director-general of the Excise Department, said the newly drafted Excise Tax Act will come into effect 180 days, or September 16, after the bill was publicised by the Royal Gazette on March 20, according to a […]
Read More →BIG BIG aims for full-year revenue growth of 10-20%. It is holding Big Camera Festival 2017 to boost 2Q17 revenue. (Thun Hoon, 30/03/17) Comment: Potentially Q1 and Q2 could show decent YoY numbers but I doubt there’ll be anything explosive unless there is a new business plan that the management team has in mind CK […]
Read More →ANAN ANAN plans to launch 17 projects, valued at Bt41.8bn. This will lift its backlog from Bt41.2bn – enough to cover revenue through next year. (Thun Hoon, 29/03/17) Comment: And the story continues the same as it has been for the past few years for ANAN, whilst the smart city story is a nice just […]
Read More →BKD BKD expects to book Bt400mn extra gain from selling land in 2Q17. It plans to ask approval from its board to pay an extra dividend. It targets 2017 revenue growth of 20%. It plans to take part in Bt1mn bids. (Kao Hoon, 27/03/17) CCP CCP expects 1Q17 performance to be good on seasonality. It […]
Read More →It’s rather interesting to see that the dogs of the last 12 months are beginning to turn into the darlings, dare I say there could a rally in the telco sector, followed by the finanials/securities performing well?
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