ADVANC ADVANC decreased its payout ratio from 100% to 70% to support its financial statement. Its 2016 net profit was Bt30.66bn, down 22% because of higher expense. (Kao Hoon, 06/02/17) Comment: No surprises here. We are curious to see how much more they’ll spend on marketing campaigns. ARROW ARROW expects profit to record a new […]
Read More →ABICO ABICO reported 3Q16 profit growth of 198% to Bt37.51mn, up Bt24.92mn from 3Q15’s Bt12.58mn. It reported 9M16 net profit of Bt115mn, an increase of 51% YoY. (Thun Hoon, 24/11/16) ALLA ALLA plans to sign a contract to set up a JV in Indonesia in 1Q17. It expects this will help raise the portion of […]
Read More →AJ AJ expects 2017 earnings to be good supported by expansion to Europe and higher domestic sales brought by government stimulus measures that increased demand for its products. It plans to invest in CPP production line to increase its product variety. (Thun Hoon, 03/11/16) BDMS BDMS expects Bt100bn revenue in 2018. SET-listed Bangkok Dusit Medical […]
Read More →AF AF expects 2016 revenue to grow from last year. It plans to provide loans to companies that are listed on mai. It reported 6M16 net profit of Bt25mn. It plans to broaden its customer base and provide loans to factories. (Thun Hoon, 01/11/16) ALLA ALLA is confident that it has strong fundamentals and expects […]
Read More →BEAUTY BEAUTY expects 2016 revenue and profit to be a new high due to revenue growth of more than 45% in 2H16. It is negotiating with a partner to set up distributorship in Hong Kong and Taiwan; it expects the deal to be concluded in 4Q16. It expects revenue growth of no less than 20% […]
Read More →BEM MRTA board approved hiring BEM to install a system at Taopoon-Bang Sue station for Bt63mn. It expects to sign the contract in September and finish the project within March 2017. It plans to negotiate with BEM to operate the Blue Line until 2042. (Kao Hoon, 03/08/16) BCP BCP negotiating with Indonesian partner to set […]
Read More →ANAN ANAN and Mitsui Fudosan plan to set up associated companies and launch three projects at the end of this year. It expects this to bring up backlog from Bt38bn, which can cover revenue until next year. It plans to buy land. (Thun Hoon, 14/07/16) Comment: And their growth is effectively secured for the next […]
Read More →AEONTS AEONTS issues debenture of Bt8bn which it will use to refinance and as funding to support its business. It reported 1H16 profit of Bt515.84mn supported by more credit card revenue. (Thun Hoon, 08/07/16) Comment: Still one of the best operators in town AOT AOT has budgeted Bt194bn to develop its six airports over […]
Read More →CHO CHO expects to show net profit in 2Q16 from net loss of Bt9.12mn. It expects 2H16 earnings to be good backed by transfers and Bt652mn backlog. It expects 2016 revenue to achieve its target at 10%. It expects to get the Bt4mn NGV bus project, which will be announced in July. (Thun Hoon, 27/06/16) […]
Read More →AOT AOT plans to open bidding for the APM system at Suvarnabhumi valued at Bt3bn in midJune. It expects to finish the deal in October 2016. (Khao Hoon, 06/06/16) Comment: AOT has been very quiet recently in terms of their expansion plans. AP AP got revenue of more than Bt8.55bn, up 20%, in five […]
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