BA may pay special dividend in 3Q, having booked extra gains, yet operation remained sluggish from higher competitions and strong THB. BAY revamps app, U-Choose, to accommodate digital lending, online deposit and e-market place, kick-off services on November. BGRIM reassures solid 4Q from absence of maintenance shutdown and additional capacity from 3 solar projects combined […]
Read More →BCPG pays Bt5.3b for 69MW Hydro PP Nam San 3A in Laos. Court scraps order for Bt600m compensation payment from EXAT, to BEM. Comment: But they still won Billions regardless Transport Min to decide whether to allow CP Group more time to negotiate terms on high-speed train pj linking 3 airports, or call up an […]
Read More →ALL reports 70% presales in 1st day of launch at its Bt1.2b the Excel Lardprao. Comment: Hmmmm lets see if the transfers are there ANAN to review its investment plan for this year from the existing one of 10 projects worth Bt38b to factor in demand and conditions. Comment: They have their earnings coming out […]
Read More →BCPG sets Bt8.6b investment budget to sustain growth ambitions. Comment: It looks like their acquisition spree has been slowing down. TKN sets 10-15% revenue growth target this year, to expand branches here and overseas and change distributors, and seek new partners in US and China. Comment: This has been an interesting stock (not company) to […]
Read More →BCPG BCPG says its 27.9MW solar farm in Japan was affected by the Japanese agency’s reduction of electricity purchases. It must rush to complete the project in 2020 before the agency reduces the FiT (Feed-in-Tariff). It is focusing on solar rooftop projects, following the government’s PDP plan and diversifying investment in other countries. It expects […]
Read More →AGE AGE targets coal sales volume of 4mn tons next year, 20% higher than this year. It expects coal sales volume to hit its target of 3mn tons this year and this will be a record high. Demand both at home and abroad is still growing. It has 3-4mn tons of backlog now and this […]
Read More →AIT AIT reported 3Q18 earnings of Bt61.8mn, -50%YoY. It expects revenue to drop and costs to stabilize next year. Backlog is Bt2.2bn. It is bidding for new projects to raise backlog. (Kao Hoon, 8/11/18) Comment: The traditional IT sector in Thailand has been dead ever since the military came in. ATP30 ATP30 reported 3M18 earnings […]
Read More →BCPG BCPG sold two solar farm projects in Japan with total electricity production capacity of 24.53MW to an infrastructure fund. It expects to book the Bt1.1bn proceeds immediately. It targets revenue growth of 15- 50% this year. It continues to set up power plants as planned and studying new investment in power plant projects. (Thun […]
Read More →BCPG BCPG expects 3Q18 earnings to be a record high as it will book extra gain from the sale of a solar farm project. The Bt3bn solar farm project will be sold to a mutual fund in Japan and the deal will be completed in September. (Thun Hoon, 18/9/18) BRR BRR is setting up a […]
Read More →BA BA says it will miss its revenue growth target of 7-10% this year because of high fare competition. It expects 3Q18 results to grow QoQ supported by high season It expects passengers to grow by 4-6% this year. (Kao Hoon, 31/8/18) Comment: And they’ve been hit with the higher oil prices, but benefited from […]
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