ASK ASK expects 2017 earnings to continue to mark new highs. It targets loan growth of 10-15% brought by loans for trucks. It expects to control NPLs to below 1.9%. It plans expansion. (Thun Hoon, 31/03/17) Comment: What slowdown? What crisis? ASK seems to be ticking along just fine  CBG CBG targets 2017 revenue […]
Read More →ARROW ARROW expects 2016 revenue to grow 15% to Bt1.6bn on the back of Bt300mn backlog. It reported 2016 earnings of Bt266mn, up 8%. Its 2016 revenue was Bt1.35bn, up 12%. It will pay a dividend of Bt0.4/share. (Kao Hoon, 01/03/17) CBG CBG targets 2017 sales to grow 25% from existing products. It plans to […]
Read More →BA BA expects 2017 passenger growth of 13-15% and revenue growth of 10% but expects profit to be stable from 2016 as oil prices will be coming back up. It plans to expand to China in February-March, flying to Guangzhou and Chongqing. (Kao Hoon, 30/01/17) Comment: We’ve heard rumours of a new private airport just […]
Read More →AH AH reported 9M16 net profit of Bt400mn, higher than the Bt313mn for the full year 2015 on the back of cost control. It is talking to a prospective partner to expand to India and China. It is studying investment in auto parts for EV cars. (Thun Hoon, 25/11/16) ASIMAR ASIMAR expects 4Q16 performance to […]
Read More →Effective at the close of 30 November 2016 these are the changes for Thailand MSCI GLOBAL STANDARD INDEXES: Â (+2) BJC, KCE // delete – none MSCI GLOBAL SMALL CAP INDEXES: (+4) COM7, MALEE, TKN, TFG // (-8) ASP, BJCHI, CBG, COL, CGD DNA, KCE, ROJNA
Read More →AOT Suvarnabhumi expects bids by October – The long-awaited expansion of Suvarnabhumi airport is slated to have an auction for contractors in October, with construction starting by February, says president Nitinai Sirismatthakarn of the state-controlled Airports of Thailand (AoT). (Bangkok Post, 15/09/16) BEM MRTA will negotiate with BEM for the Blue Line extension, Chaloem Ratchamongkhon […]
Read More →AOT AOT expects to benefit from recovery in tourism, more passengers, and growth in flights by low-cost airlines. It targets non-aviation revenue to comprise 50% within three years. It plans to expand terminals in order to handle 6-8% passenger growth each year. (Thun Hoon, 28/06/16) BEAUTY BEAUTY expects 1H16 net profit of Bt169.61mn driven by […]
Read More →CBG CBG is confident that sales in 2Q16 WILL continue to grow supported by expansion in domestic and export markets. It plans to do marketing in Europe after being chosen as a sponsor for Chelsea Football Club. It expects 2016 sales to grow 15-20% and gross margin to reach 40%. (Thun Hoon, 1/6/16) CWT CWT […]
Read More →BEAUTY BEAUTY targets 2016 revenue of Bt2.1bn, up 20% on the back of opening new branches at home and abroad, launching new products, and a focus on the online market. It expects 2015 revenue to be above Bt1.7bn. (Khao Hoon, 01/02/16) Comment: And they still keep growing and growing! *continue to smack head against the […]
Read More →AP AP and Mitsubishi launched Life Pinklao project, valued at Bt3.1bn on Nov 21. It expects this to achieve presales of 40% by this year. It expects this to support demand for premium condo in this location. (Khao Hoon, 09/12/15) BEAUTY BEAUTY expects 4Q15 earnings to peak on seasonality and large orders. It expects 2015 […]
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