AAV targets passenger growth of 18% this year to 23.3mn. Load factor is expected to reach 87%, driven by tourism growth. It will accept delivery of four new airplanes this year to add to its 59-strong fleet. (Thun Hoon, 17/4/18)
Comment: Which will mainly come from China
BIG says earnings this year will grow as targeted, especially revenue growth at 10.15%, driven by Big Camera Festival 2018. BIG shareholders just voted to pay a 2017 dividend of Bt0.13share, with payment on May 9. (Thun Hoon, 17/4/18)
DELTA is closing an M&A electronics deal in Europe. It says it has sufficient funding. It targets 2018 revenue growth of 10% amid stronger THB. It is expanding in ASEAN markets. (Thun Hoon, 17/4/18)
EASTW to start a water convergence business in 2018, targeting industrial estates. It also plans to expand into a new line of business, bringing in new technology to optimize water management to create confidence for customers in the long term. (Thun Hoon, 17/4/18)
SAMCO signals 1Q18 revenue to turn around, driven by higher demand. It plans to open three projects worth Bt2.34bn, raising backlog from Bt200mn. This is expected to be recorded within 1H18. (Thun Hoon, 17/4/18)
TRUE was asked by NBTC to explain about people’s ID data leakage. It is to explain the issue today at 9.30. (Naew Na, 17/4/18)
VGI says its 1Q18 earnings will be outstanding, driven by seasonality. It expects EBITDA to be higher than 45%. It plans to invest Bt1bn to do M&As abroad. This will be clearer in midyear. (Thun Hoon, 17/4/18)
Comment: Looks like at the BTS Group companies have been performing well for the past few months

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