ADB ADB will run the first phase of machines in its new factory in November. This will raise production capacity and output can be sent in 1Q19. It expects revenue to grow. (Kao Hoon, 10/10/18) BAY BAY will book extra gain from the sale of 50% of Ngerntidlor of Bt6.3bn in 4Q18. (Kao Hoon, 10/10/18) […]
Read More →CPF CPF unveiled its three-year business plan. It expects revenue from the broiler business to reach Bt50bn and plans to raise the contribution of processed chicken. It expects export growth of 10% annually. It expects revenue from the broiler business to reach Bt45bn this year, +10%YoY. (Thun Hoon, 26/9/18) Comment: As a holdco its ridiculously […]
Read More →ALT ALT is cooperating with Itron France SAS and has signed a contract for the development of a power network in Pattaya from PEA worth Bt715mn. (Kao Hoon, 14/6/18) APCS APCS expects to sign new projects worth Bt1bn, raising its backlog to Bt3.5bn. It plans to focus more on the construction of power plants and […]
Read More →AIT AIT reported a 1Q18 net profit of Bt67mn, down 49.4% YoY. Its backlog of Bt3.1bn will be mostly booked this year. It targets 2018 revenue to grow 10% to achieve Bt6bn. (Khao Hoon, 10/5/18) Comment: It has been a difficult period for the IT players since the military took over. AMA AMA will add […]
Read More →APCS APCS is ready to do the pilings for a community waste management project for producing energy with mechanical-biological technology at Solid Waste Disposal Center under the management of Krungthep Thanakom worth Bt1.87bn in early May. Management expects to recognize revenue this year and next and is confident it will be awarded more jobs with […]
Read More →BIZ BIZ signed a contract to sell cancer treatment machine, a Low Energy Medical Linear Accelerator, to Chonburi Cancer Hospital for Bt98.60 and contact period of 300 days. This raises its backlog to Bt1.36bn. (Thun Hoon, 16/1/18) Comment: If that is the case and the firm maintains it’s NPM @ 10%, then its at 10x […]
Read More →BJC BJC is adding more BIGC stores to reach 781 by the end of 2017 and trying to reduce low profit products on the shelves. It reported that same-store-sales growth turned positive in 3Q17 for the first time in three years and expects SSS growth to continue to rise in 4Q17-1Q18 in tandem with the […]
Read More →CPT CPT plans to budget Bt270mn to build A new factory and offices overseas. It targets 2018 revenue growth of 10% from this year as it has a lot of new projects in the pipeline and plans to get new projects worth Bt2.5bn, to raise backlog from the current Bt500mn. It is going to request […]
Read More →CENTEL CENTEL has budgeted Bt1.2-1.5bn to add more stores and to invest in hotels and it plans to continue making new deals to acquire businesses. It projects 2018 occupancy rate will be at least 82% and revenue from its food business will grow by 7-8%. (Thun Hoon, 21/12/17) CK CK is going to bid for […]
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