ThaiCapitalist research
COM7 COM7 expects new high in 2018 earnings and revenue; it targets revenue growth at 15% with growth in all businesses. It has budgeted Bt380mn to add 195 more branches and franchises, bringing the total to 629 in 2018. It plans to expand online, and in the commercial and education markets. (Khao Hoon, 24/1/18) Comment: […]
Read More →BRR BRR has budgeted Bt1.1bn to add new product lines and to increase power production capacity. It targets sugar sales to increase by 30% in 2018 from 2017 sales of 250,000 tons on a better harvest. It plans to bid for a 20MW VSPP in the next round of bidding. (Thun Hoon, 22/1/18) Comment: This […]
Read More →AOT AOT expects passengers to grow by 10% in 2018, with 1H18 growing 14% off last year’s low base brought by zero-dollar tour clampdown and ICAO red flag. It is going to submit the bidding result for the baggage carousel project to the board on January 24. (Khao Hoon, 22/1/18) EA EA expects 2018 revenue […]
Read More →Want to know which sectors have been driving the market in the past 12 months? Have a look at the charts of the Industrials and Resources sectors, closely followed by the services sector.
Read More →Notable Transactions Buy(s) THB 107 mn SPALI – The family is selling the shares and buying the warrants Sell(s) THB SPALI – See above M – A huge block sale by the family to institutional investors BLAND – And he’s selling again! DNA – I still don’t know what this public co is doing, just […]
Read More →Somkid targets 2018 BOI filings worth Bt720bn, supported by infrastructure investment. He plans to invite foreign investors to invest at the seminar on March 19. BOI also said that 2017 BOI filings were higher than the target of Bt641bn. (Thai Post, 13/1/18) EEC spending forecast to reach B600bn. The government expects investment in the Eastern […]
Read More →AMATA AMATA targets 2018 land sales of 925 rai and announced a 5-year business plan. Its goal is to set up a “Smart Cityâ€. It has budgeted Bt10mn to develop Long Thanh industrial estate in Vietnam, which it will start to sell in 2018. It also plans to develop an industrial estate in Myanmar, with […]
Read More →I am not too surprised that the BOT has come out saying that they are taking measures to prevent the THB from strengthening versus the USD, and I have found it amusing that Dr. Somkid comes out saying that the strengthening THB is inline with regional currency movements because this simply isn’t the case. In […]
Read More →AGE AGE projects revenue proportion from overseas will rise to 30% on an increase in orders from Vietnam and China brought by rising demand for coal. It targets 2018 revenue to grow by 20-25% and currently has backlog of 300,000 tons, all of which will be booked in 1H18. (Thun Hoon, 18/1/18) LH LH targets […]
Read More →CBG CBG targets 2018 revenue to grow by at least 20% from both domestic and overseas markets. It plans to focus on the UK and China and penetrate into Europe this year, as it aims to become a global brand. It is going to negotiate with entities in France, Germany and Switzerland and expects finalization […]
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