AOT AoT denies plan to buy govt bonds – AoT denied yesterday it is planning to spend its surplus liquidity on government bonds to help the administration raise funds to pay farmers under the rice-pledging scheme. (Bangkok Post, 19/02/14) Comment: Rumours rumours all around which government agency is going to help supply funds. We highly […]
Read More →BCP BCP expects fall in profit in 1H14 because it plans to shut its refinery for 45 days, reducing capacity to 95K barrels. Revenue from solar farms will bring EBITDA to Bt9.6bn, stable YoY. (Bangkokbiz, 13/2/14) Comment: A potential trading opportunity if anything BIGC DPS Bt2.55 — BIGC will pay a dividend Bt2.55, XD on […]
Read More →BBL Working to increase NIM — BBL will increase its net interest margin (NIM) and remains confident that it will not affect net profit. Capital reserve for 4Q13 will be in line with expectations and corporate loans will grow 8% this year. (Khao Hoon, 08/11/13) Comment: As much as we like to joke about them […]
Read More →AMATA Investing Bt50-60mn in flood prevention — AMATA says it has set aside Bt50-60mn for investment in flood prevention and is currently in the process of gathering necessary information for its long-term planning and mitigation plans which is expected to take 2-3 weeks. It plans to expand reservoirs and improve floodways with help from the […]
Read More →BCP Says 3Q13 exceeded Bt1.1bn — BCP says 3Q13 net profit will exceed Bt1.1bn, with inventory gains of over Bt900mn. The company’s year-end EBITDA target is Bt9.6bn. (Khao Hoon, 16/10/13) HMPRO Says sales growth to reach 15% YoY — HMPRO is confident that sales will increase by over 15% YoY, and 2H13 profits will improve […]
Read More →BCP Investing to raise biodiesel output — BCP said it is will invest Bt1.3bn to increase its biodiesel production from 360,000 liters/day to 810,000 by 2015. (Khao Hoon, 29/08/13) EA EA expects growth in biodiesel-solar business this year — EA will begin selling electricity from its solar farm in Nakhon Sawan, total of 90MW, […]
Read More →BCP All three solar phases open by year-end — BCP is confident that it will open all three phases of its solar farms by the end of this year, pushing its EBITDA for its electricity business up to Bt2.8bn, with a total capacity of 118MW. The company is currently finding a contractor to develop Phase […]
Read More →BEAUTY Targets 20% YoY growth this year — BEAUTY targets revenues this year to exceed Bt1bn, growing no less than 20% YoY. It plans to invest Bt300mn to expand the number of branches at home and abroad and also open a new brand in 3Q13. (Khao Hoon, 14/03/13) Comment: Saw this company at SET’s Opportunity […]
Read More →BCP Expanding to 700 stations in three years — BCP plans to expand its petrol stations to 700 stations in three years. It will invest Bt2.5bn to open 70 Green stations, large-scale petrol stations. (Khao Hoon, 01/02/13) Comment: The real story for BCP is its capacity addition over this 12 month period DNA Expects 2013 […]
Read More →BCP – Bangchak aims to expand at home, overseas for stable growth — Beyond its existing businesses including refineries, petrol stations, convenience stores and supplementary businesses at its service stations, the company will focus more on alternative-energy production, especially electricity produced by solar cells, said president Vichien Usanachote. Bangchak has opened its first petrol station […]
Read More →