Updates
AP AP and Mitsubishi launched Life Pinklao project, valued at Bt3.1bn on Nov 21. It expects this to achieve presales of 40% by this year. It expects this to support demand for premium condo in this location. (Khao Hoon, 09/12/15) BEAUTY BEAUTY expects 4Q15 earnings to peak on seasonality and large orders. It expects 2015 […]
Read More →AKR AKR expects 4Q15 earnings to be highest backed by Bt500mn in transfers which achieved 2015 target revenue. It expects 2016 revenue of Bt3.2bn (+60%) aided by government projects. It expects to get a 9MW PPA for an agricultural cooperative solar farm in December. It expects to get Bt4bn in electric transformer projects. (Thun Hoon, […]
Read More →The market continues to get weaker and weaker towards the end of the year, why? Well earnings have been rubbish and there’s a fear that the major telco’s won’t be able to maintain their high dividend payouts, it is interesting to see that the service sector has held itself up this past year.
Read More →Notable Transactions Buy(s) THB 314mn BDMS – And he’s still buying shares WHA – The (ex) husband and wife team continue to buy back shares in WHA, everyone knows that 2016 will be an amazing year for EPS growth but going forward a lot is still up in the air IFEC – First time in […]
Read More →Deal to sell rice, rubber to China — Thailand and China today signed a memorandum of understanding on agricultural products, which involves the sale of rice and rubber to Chinese companies. The MoU for agricultural crops was signed on the same day that the Transport Ministry and China signed an MoU to confirm their commitment […]
Read More →ADVANC ADVANC plans to invest Bt14.5bn to develop 4G network. It currently has cash on hand of Bt44.5bn. (Thun Hoon, 4/12/15) Comment: But the debt portion will increase by a significant amount of pay for the 4G concessions AIT AIT expects 2015 revenue to reach Bt5bn and plans to get a partner to create a […]
Read More →BJCHI BJCHI expects 2016 revenue to grow 15%, backed by projects worth Bt5.2bn. It plans to join a new Bt40bn auction and expects to get projects worth of Bt6.5bn. (Thun Hoon, 3/12/15) Comment: And yet despite the decrease in oil prices, they still can continue to grow, why? It’s a huge industry and Thailand is […]
Read More →BJC BJC expects its highest ever revenue this year backed by two extra gains. However, this year’s revenue will miss its target of 10% growth. It plans to expand abroad to gain international market revenue of 50% within 3-5 years. (Khao Hoon, 2/12/15) Comment: Broadly the international market revenue is mainly from Vietnam, their latest […]
Read More →ARROW ARROW plan to invest Bt40mn to build construction manufacturing plant. It expects to get revenue of Bt100mn with 20% revenue growth this year. (Thun Hoon, 1/12/15) Comment: And this little company continues to grow and grow BSM BSM to finalize partnering with Australian company. It expects to get Bt35mn each year. It aims to […]
Read More →-9% in local currency terms for the year, why? Well everything appears to have been sold off in the past month especially telco’s as a result of the higher 4G prices which has knocked some 20% off advanc’s share price, true and dtac weren’t spared either, and interestingly the only bright spot thus far this […]
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