AP AP expects 2017 presales of Bt12.4bn. It plans to launch two condos worth Bt14bn in 2Q17 with a presales target of Bt4bn. Its backlog is Bt25.9bn, of which it expects to book Bt8.3bn this year. (Kao Hoon, 21/04/17) BCH BCH is budgeting Bt2.4bn for a 3-year investment plan. It plans to set up four […]
Read More →AP AP expects 1Q17 presales at Bt3.75bn. It plans to launch four projects valued at Bt15.65bn in 2Q17. It expects 2017 presales to hit its target of Bt26bn on the back of the launch of 18 projects with total value of Bt35bn. (Kao Hoon, 11/04/17) BA BA and THAI plan to codeshare in order to […]
Read More →AJD AJD and partners set up two subsidiaries and is taking a stake of over 50%. It expects this to provide growth as well as lower risk from core business. (Thun Hoon, 25/01/17) AOT AOT expects passenger pass-through to reach 3.87mn with 23,000 flights on Chinese New Year. It says tourists from China dropped to […]
Read More →AKR AKR expects 2017 performance to be good. It expects revenue to grow 50% on the back of public projects, alternative energy projects, BoI, and private investment, all of which are expected to increase demand for transformers. It plans to take part in Bt4bn projects for PEA and MEA. (Thun Hoon, 18/01/17) AP AP plans […]
Read More →ALLA ALLA closed 18.8% above its IPO price on first trading day. It plans to use the funds of Bt432mn to repay debt, build a warehouse and expand business. (Kao Hoon, 09/11/16) Comment: Compared to other smaller IPO’s this was a relatively weak opening the co. AP AP expects to transfer seven new projects […]
Read More →AP AP expects to transfers Bt19.23bn in eight condos in 4Q16. It plans to launch s marketing campaign in Nov in order to boost its presales. (Kao Hoon, 02/11/16) Comment: There’s a lot of condo’s in the industry that will have to be transferred in 4Q this year, back of the envelope numbers indicate close […]
Read More →ABC ABC had presales of 30% or more than 10 units in ABOVE Sukhumvit 39 project worth Bt2.5bn. It expects presales to reach 70-80% this year and revenue to reach target of Bt2bn. It expects to turn to a profit and write off retained loss of Bt159mn this year. (Kao Hoon, 26/09/16) Comment: Not really […]
Read More →AP AP is confident that low-rise project revenue and presales will hit target. It reports revenue from low-rise of Bt6.14bn in 1H16 and will realize Bt5.68bn in 2H16. (Thun Hoon, 22/09/16) CKP CKP expects profit of Bt300mn in 2H16 supported by more capacity from Nam Ngum 2. (Kao Hoon, 22/09/16) Comment: Now would they consider flipping […]
Read More →AP AP expects to open 12 new projects in 2H16 in total worth Bt25.58bn. This will support 2016 presales to hit its target of Bt31bn. Presales are at Bt14.07bn with backlog of Bt17.06bn, of which it will book Bt8.7bn this year. It is confident that revenue will reach target of Bt23.7bn. (Kao Hoon, 31/08/16) Comment: […]
Read More →AAV AAV’s load factor was a high 85% in 1H16. Fares are also rising and jet fuel prices falling. It plans to open new routes in 2H16. It wants to cooperate with AOT to develop Don Mueang Phase 3 which will increase capacity to 40mn/year from 30mn/year. (Thun Hoon, 23/08/16) Comment: I do wonder if […]
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