AOT: Thai Smile to resume Phuket-Hong Kong route, 4 weekly flights (Monday/Wednesday/Friday/Sunday) from July 2. Comment: Initial travelers are going to be all over the local news, and then disappointment will set in as the figures are lower than expected, and then it will ramp up faster than the infrastructure can manage. BAM sees 2Q turnaround […]

Read More →

CHEWA upbeats 1Q earnings from strong transfer of home office projects, Hallmark Ladprao, sees recovery demand from SMEs clients, Bt1.61b out of Bt2.17b backlog to realize this year, firms on 50% FY21 revenue growth target above Bt2.5b. Comment: Basically has gone nowhere. CHO rolls out prototype of 2nd gen EV London Taxi, will official debut […]

Read More →

AS sees >100% growth in revenue this year, plans 6-10 new games next year, hopes to resume dividend payment mid-2021, sets Bt100-150m capex for Vietnam and Indonesia expansion. Comment: You’ll probably see a quarterly decline in revenues. AUCT upbeats 4Q earnings momentum from accelerating traffic at auction yard as Leasing & Banks purge repossessed vehicles […]

Read More →

AOT approved AAV’s request to partially move its base from Don Muang to Suvarnabhumi, with initial 24 domestic flights, before extending to overseas flights by end of year. Comment: Now the future hordes of Chinese tourists will be at Suvarnabhumi.  BBL: Social Security Office cut holding by 0.0188% to 4.9903% of total outstanding on Tuesday […]

Read More →

CHEWA approached by AIMIRT to invest in its ready built factories & warehouse in Amata City IE Rayong for Bt500m, expects transaction completed within 3Q following unit holder approval. GULF sees 35% revenue growth next year to Bt50b on higher revenue recognitions, keeps 10% growth target this year, wraps up one M&A deal oversea and […]

Read More →

BAY sees ytd corp lending +6% yoy frm surged dmd for wrking cap, expts fees inc jump frm multiple M&A deals & overseas expansion. Comment: I just don’t see the banking sector doing well…if someone has a different opinion please share. CHEWA sees +ve surprise 1Q frm better than expted townhome sales and strng condo […]

Read More →

CHEWA CHEWA expects 2018 earnings of Bt265.1mn, +70.44%YoY, with revenue of Bt2.65bn. (Kao Hoon, 2/1/19) Comment: A lot of these property developers had decent 2018 #’s, the question that is on a lot of investors minds is what impact will the LTV have upon sales going forward CRANE CRANE expects earnings to turn around in […]

Read More →

AP AP reported 11M18 presales of Bt41.5bn, exceeding its full-year target of Bt39.8bn. Revenue from its JV was Bt27.1bn, a record high. (Kao Hoon, 17/12/18) Comment: So even despite great earnings and pre-sales numbers this stock has also plummeted ASEFA ASEFA expects many projects to come up for bidding next year, especially big infrastructure and […]

Read More →

ATP30 ATP30 expects revenue growth of 10% this year. The march toward an election will increase confidence in investment and bring it more customers. (Thun Hoon, 11/12/18) BGRIM BGRIM targets earnings growth of 16% next year to Bt42bn. Electricity production capacity will increase by 863MW next year. It has been looking into a 30MW wind […]

Read More →

Managing Director, Mr. Boon Choon Kiat discusses the company’s strategy and outlook in The Executive Talk (TET). TET: What is CHEWA’s growth strategy? We are very open to multiple avenues for growth, we will continue to organically grow our business with the expansion of residential projects for both high-rise and low-rise projects throughout Bangkok. Also, […]

Read More →