ADVANC ADVANC and TOT set to launch service under a joint trial – ADVANCED Info Service and TOT are expected to sign a contact signalling the launch of a joint-trial commercial service on the state agency’s 2.1 gigahertz spectrum shortly after the reauction of a 900 megahertz licence on Friday, Information and Communications Technology Minister […]

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AAV Rumors that King Power has completed the deal to buy AAV stock from Tassapon group for Bt4.15/share, which is double book value. They are not buying over 25% to avoid a tender offer. (Kao Hoon, 25/04/16) Comment: Another rumour re AAV, I don’t quite see why King Power would do this transaction.  BBL Regulator […]

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AOT AOT expects passenger growth of 16% to 3.98mn passengers between Apr 8–18. (Khao Hoon, 07/04/16) BCP BCP cuts E&P long-term investment budget of Bt3-4bn (2015-2020). It will use the funds to invest in green power plant instead. (Khao Hoon, 07/04/16) BEM BEM plans to start running the Purple Line and Srirat-Orr in August 2016. […]

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BIG BIG adjusts revenue target growth to 15% from 10% supported by camera market growth. It plans to start up “Print Gift” services in May to increase net and gross margins. (Kao Hoon, 17/03/16) Comment: One interesting tidbit here is with the model cycle, when new models are released the older models will naturally see […]

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AMATA AMATA sets target land sales of 1,000 rai in 2016. It is negotiating with a foreign customer and hopes to finish the deal in 2H16. (Khao Hoon, 24/02/16) Comment: This implies a 20% revenue growth for AMATA this year. ARROW ARROW is confident that revenue in 2016 will reach Bt1.4bn supported by more order, […]

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ADVANC ADVANC is budgeting Bt40bn to expand its 4G network. It targets to cover all 77 provinces with 14,000 base stations in two months. It is confident it can secure its customer base. It expects to complete the deal with TOT by 1Q16. (Thun Hoon, 27/01/16) Comment: And all signs are still pointing up for […]

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AH AH expects 2016 sales to grow 5-6% backed by automotive sector recovery. It expects to increase revenue by focusing on making molds, which increases its gross margin. (Thun Hoon, 11/01/16) Comment: Rubbish, this company hasn’t performed for a decade. BJCHI BJCHI expects 4Q15 earnings to reach a record high aided by transfers and the […]

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ARROW ARROW plan to invest Bt40mn to build construction manufacturing plant. It expects to get revenue of Bt100mn with 20% revenue growth this year. (Thun Hoon, 1/12/15) Comment: And this little company continues to grow and grow BSM BSM to finalize partnering with Australian company. It expects to get Bt35mn each year. It aims to […]

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AMATA AMATA expects 4Q15 revenue to be healthy even though it cannot reach the target of selling 1000 rai of land this year. It has sold only 493 rai of land in 9 months. (Thun Hoon, 27/11/15) Comment: It’s the usual cycle for industrial estates in Thailand. AOT AOT expects 4Q15 profit of at least […]

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BTC BTC has budgeted Bt105mn to invest in the logistics business. It expects to show a net profit this year. It is interested in investing in alternative energy. (Thun Hoon, 20/11/15) Comment: A logistics alternative investment firm, well why not.  CENTEL CENTEL has budgeted Bt2bn to invest in hotel and food businesses. It expects 4Q15 […]

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