AMATA Amata signs deal to open Vietnam park – SET-listed Amata Corporation Plc has accelerated its investment in Vietnam with the building of a modern and integrated city industrial estate in a move aimed at cashing in on the opening of the ASEAN Economic Community and economic growth in Vietnam. Subsidiary Amata VN Plc yesterday […]
Read More →ADVANC ADVANC plans to pay DPS of Bt6.04, XD 13 August, though its 1H14 net profit declined to Bt17,96bn due to higher depreciation and amortization. Its 3G clients increased to 34.4mn but the company reduced revenue growth target to 1-2% YoY in 2014. (Kao Hoon, 05/08/14) Comment: ADVANC has been an easy trade in the past 2 […]
Read More →BGH Buys new hospital in Nakorn Pathom — BGH has announced the acquisition of Sanamchan Hospital, a 198-bed private hospital in Nakorn Pathom, plus its two hospitals. The investment cost is Bt3.66bnn (SET) Comment: And the growth machine for BGH continues, still think it can comfortably go to THB 20/share, just wait for the day […]
Read More →ADVANC ADVANC reports 1Q14 net profit of Bt9.48bn, -4.5% QoQ, because revenue decreased while amortization expense increased. It has now 26mn 3G subscribers. (Khao Hoon, 07/05/14) AOT Minimal impact from earthquake at Chiang Rai Airport — AOT says there was little damage to the Chiang Rai airport from the earthquake and operations are normal. The […]
Read More →CK Good 1Q14 — CK says 1Q14 revenue was good, supported by backlog of Bt110bn. It reaffirms that revenue will surpass Bt30bn this year. It expects to sign for additional work worth Bt22bn. CK’s shareholders have also given the green light for an increase in the debenture amount that CK can issue by Bt8bn from […]
Read More →CPN CPN will invest more than Bt50mn in digital platform and release a new CentralWorld App targeted at the new generation. CPN hopes the new app will help push sales up in 2Q and 3Q. (Khao Hoon, 04/04/14) DELTA DELTA to focus on the ASEAN market. It says performance in 1Q14 was very good, with […]
Read More →BCP Bangchak’s solar sprint – The mostly state-owned oil refiner Bangchak Petroleum Plc says its third phase solar project in the Northeast is ready to feed power to the national grid one month ahead of schedule, signaling higher future revenue than expected. (Bangkok Post, 26/03/14) Comment: The only sunny thing in the entire energy sector […]
Read More →CHO CHO reports more than Bt1bn in backlog and will sign a contract for a Bt700mn new job. It expects earnings for 1Q14 to continue to be strong and revenues this year to grow by at least 15%. (Khao Hoon, 20/03/14) Comment: A unique business here as they build niche trucks/vehicles and ships of all […]
Read More →BJCHI DPS Bt2.40; XD May 5, on net profit of Bt1.21bn, a 52.16% increase YoY. It expects no less than 15% revenue growth this year, booking Bt1.7bn from its current backlog of Bt2.3bn. It will soon bid for projects in Australia and South America and get results on its Brazil bid. (Khao Hoon, 26/02/14) Comment: […]
Read More →CPN CPN invests Bt50mn in “CPN the Great Chinese New Year 2014” campaign. It hopes to stimulate consumption and aims shoppers growing 10-20%. (Khao Hoon, 23/1/14) Comment: This company has grown with Thailand’s upcountry growth in the past few years, I can’t really believe rumours that they are supporting the protests at all. GLAND GLAND […]
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