ASAP ASAP expects growth in 4Q18, supported by high tourism season. It targets revenue growth of 30% backed by an increase in customers. It is dealing with a Japanese company to add “asap GO” car rental centers around the factory zone. The deal will be concluded in December. (Thun Hoon, 18/10/18) Comment: Now GRAB is […]
Read More →ADVANC ADVANC is implementing new upgrades to its “superblock” bandwidth structure, aiming to reinvigorate the country’s largest mobile operator as it faced stagnant subscriber growth the past few years because of a saturated mobile market. It claims the new superblock will help boost service speeds by 30%, while accommodating up to 52 million customers. (Bangkok […]
Read More →ASAP ASAP is applying for a loan from local banks to expand its business. It plans to set up car parks for rent nationwide and a final decision will be made in October. It also plans to franchise “auto park” and the conclusion will be clear in 4Q18. Management expects 2H18 results to be good. […]
Read More →ASAP ASAP says local funds are interested in investing in its company. Management plans to ask the board to approve a budget for fleet expansion, supporting the growth in car rental demand. It expects revenue growth of 25% this year. (Thun Hoon, 24/7/18) Comment: Still the same target as set out 2 years ago. Only […]
Read More →AOT Ministry of Transport has given AOT one month to finalize the project to manage four airports to be transferred from the Department of Airports. The proposal will then be sent to the cabinet for approval. If the project is approved, the transfer of operations of these airports to AOT will be completed within one […]
Read More →Notable Transactions Buy(s) THB 377.5 mn KAMART – A rare massive buy from a director/family member EA – He still believes in his own “gigafactory” RAM – Must be a share swap given the lack of liquidity in this name CCET – The Vice Chairman buys ASAP – A director thinks there’s value here too […]
Read More →ASAP ASAP expects an acceleration in its revenue in 2Q18 as a result of a rise in car rental customers. It targets 2018 revenue growth of 25% YoY. (Thun Hoon, 7/7/18) Comment: Another stock that has had a mini crash. Love the management style and their ability to grow esp vs their competitors that are […]
Read More →AOT Yesterday, AOT opened a new domestic terminal at Phuket Airport that will increase passenger capacity to 12.5 million/year. For its 7MFY18, the company reported passenger traffic growth of 10% YoY to 84 million. (Thun Hoon, 26/6/2018) Comment: Finally this is completed. More expansions coming for AOT ASAP ASAP expects revenue to grow 25% this […]
Read More →APCS APCS is ready to do the pilings for a community waste management project for producing energy with mechanical-biological technology at Solid Waste Disposal Center under the management of Krungthep Thanakom worth Bt1.87bn in early May. Management expects to recognize revenue this year and next and is confident it will be awarded more jobs with […]
Read More →AIT AIT targets 2018 revenue at Bt6bn, implying a growth of 20% from last year. It plans to join the bidding for both government and private sector projects. It says the competition in the industry is still intense this year and it will focus on high margin projects. It will join the bidding for system […]
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