ABICO ABICO expects 2Q15 profit to be good, benefitting from increasing in international customer base. It says 68% capacity is enough for handling the new orders. It does not have any investment plan. (Thun Hoon, 18/06/15) Comment: An interesting holdco with a stake in MALEE, now the question is how do value a cow? (they […]
Read More →AKR 2Q15 earnings expected to outperform. AKR will sign a contract for an electric transformer project worth Bt100mn with EGAT next week. The company is preparing for upcoming bids, expecting to win 10-15% of the Bt4bn up for bids. It plans to invest Bt1.2bn in a solar power plant. (Thun Hoon, 22/05/15) Comment: Perhaps with […]
Read More →BMCL Blue Line negotiations, not bids – The cabinet has given the green light to the Mass Rapid Transit Authority of Thailand (MRTA) to negotiate with BMCL with regards to operating the Blue Line extension. In addition, the Transport Minister is ready to bring back the Joint-Venture 2013 law between state enterprises and private operators. […]
Read More →ANAN ANAN reported strong profit growth of 60% YoY in 2014 to Bt1.3bn. The company will pay a cash dividend of Bt0.068/share, XD on Apr 21. ANAN expects revenue to reach Bt11bn on backlog of Bt27bn. Twelve more projects will be launched with total project value of Bt32bn. (Kao Hoon, 27/02/15) Comment: And yet still […]
Read More →ANAN ANAN budgets Bt3bn to purchase land to support business expansion. The company targets revenue of Bt12-15bn with presales of Bt22.5-23.5bn in 2015. (Kao Hoon, 11/12/14) Comment: The upside for me in ANAN is on operational leverage i.e. fixed costs should be stable, thus with revenue growth of 20-30%, i wouldn’t be surprised to see […]
Read More →AI Management expects revenue of Bt9bn in 2015 from Bt5bn in 2014 and will invest Bt200mn to increase palm oil production capacity and set up solar power plant with 2.6MW capacity supporting sharp revenue and earnings growth. (Thun Hoon, 20/11/14) Comment: Another firm that will have a small solar power plant – 2.6 MW means […]
Read More →BEAUTY BEAUTY reported 3Q14 net profit of Bt81.3mn, +68.4% YoY. The company is preparing to launch a new marketing campaign in 4Q14 to stimulate sales and is confident that revenue will grow 30% YoY in 2014 with widen net profit margin to at least 20%. (Kao Hoon, 13/11/14) Comment: One of the few companies to […]
Read More →ADVANC AIS lays broadband blueprint – Advanced Info Service (AIS), the country’s largest mobile operator, is jumping on the fixed-line broadband internet bandwagon with planned commercial service to begin in early 2015. “We believe now is the perfect time to enter the market, worth 50-60 billion baht last year, as the industry just reached a […]
Read More →AJD Board approves issue of 750mn AJD-W1 shares. These will be allotted to existing shareholders at the ratio of 4 shares to 1 warrant for free to help support working capital and expand its business. The board has also approved a change in par Bt0.50 to Bt0.10/share to help increase liquidity. The Managing Director said […]
Read More →ABC ABC’s financial statement reported sharp decline in net profit in 2Q14 due to the slowdown in the property market. It expects the use sale of idle land to repay debt. It is assessing the electronic business and will do a road show with a partner. (ASTV Daily Manager, 29/08/14) AS AS expects improving earnings […]
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