AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]

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ABC ABC plans to invest in WeChat Pay project, a mobile payment application for Chinese tourists. It expects this to contribute revenue of Bt1bn/month. It plans to partner with department stores and is looking for other partners as well. (Kao Hoon, 07/03/17) Comment: Where does the news get these magical #’s from?    APCO APCO […]

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APCO APCO expects to move to trade on the main board of the SET on February 23. It targets 2017 sales growth of 10% supported by expanding to the online market abroad. It expects sales to increase to Bt750-800mn within 18-24 months. (Kao Hoon, 07/02/17) BEM BEM is waiting to sign the Blue Line contract […]

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APCO APCO signed a contract to set up a JV company (Bhubhiwat Co., Ltd). It plans to set up a medical facility to treat and prevent viral and infectious diseases by immune stimulation with natural products both at home and abroad. It is talking to parties to set up two more JVs in November. It […]

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APCO APCO expects to sign a contract to set up JV in November. It believes this will underwrite good growth (from the average of 10% now). It plans a marketing campaign to push up sales over the final two months of the year. It expects 2016 growth of above 10%. (Thun Hoon, 31/10/16) BANPU BANPU […]

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APCO APCO will increase capital, issuing 238.37mn shares as a rights offering. It plans to do a JV with three companies in Oct-Nov. It plans to expand its distribution channels to expand 2017 revenue. (Khao Hoon, 20/10/16) Comment: Distribution channels is the name of the game for MLM companies like APCO   BA BA expects […]

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APCO APCO set up three subsidiaries, which it expects to support its 2017 performance. It expects 2016 revenue growth to be higher than 10% because it plans to boost sales in the last three months. It expects 4Q16 revenue to be peak. (Thun Hoon, 05/10/16) Comment: They haven’t quite been able to do the magical […]

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A Areeya targets 2016 revenue of Bt7bn supported by its backlog of Bt2.34bn, of which will book Bt1.5bn this year. It has stock of Bt3.5bn. It expects sales of Bt10bn in 2016. It plans to launch 12 projects worth Bt20bn. (Khao Hoon, 10/06/16) Comment: Their stock price performance has one of the smoothest charts I’ve […]

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APCO APCO reported profit growth 12.16% in 1Q16 supported by increased sales. It plans to expand its business nationwide. It targets revenue growth of no less than 10% in 2016. (Thun Hoon, 12/5/16) Comment: They have yet to be able to reach the heights that everyone was expecting 2 years ago   BEAUTY BEAUTY reported […]

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AIT AIT sets 2016 revenue target growth at 10% from Bt5.1bn in 2015 supported by its backlog of more than Bt3bn and government projects. It plans to start a data center project within 2Q16. (Kao Hoon, 25/03/16) APCO APCO sets 2016 sales target at Bt450 or growth of at least 10% and maintain gross margin […]

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