DELTA | ThaiCapitalist

May19 2

BEAUTY BEAUTY reported 1Q17 revenue of Bt687.53mn, up 29.7% with net profit of Bt199.65mn, up 54.5% on the back of better sales at each distribution channel. It continues to expand both at home and abroad and also plans to distribute to King Power and 1,100 7-Eleven stores. It plans to expand to an online channel, […]

Apr26 0

AGE AGE plans to expand to Vietnam where demand is high. It expects 2H17 sales to jump on the completion of the setup of a JV. It targets 2017 sales to grow 25-30% from last year’s 2.36mn tons. It expects 1H17 domestic sales to be good, with orders from major clients up 50%. (Thun Hoon, […]

Apr07 0

CNT CNT has achieved its target signed projects in 1Q17 of Bt3.6bn. It expects to get Bt12bn in projects this year to bring backlog to a record high of Bt10bn. It expects 80% of backlog to be recognized this year. It is talking to a party to partner it in upcoming bids. (Thun Hoon, 07/04/17) […]

Feb20 0

BCP BCP reported 2016 profit of Bt4.7bn or growth of15%. The board approved a dividend of Bt1/share, XD on Mar 1. It is confident that 2017 EBITDA will grow 20%, supported by full capacity operations at its refinery. (Kao Hoon, 20/02/17) BIG BIG reported 2016 profit of Bt846mn, increasing 84% from 2015, setting a new […]

Feb09 3

AMA AMA expects to finish the deal to buy a second ship within 2Q17 and expects the ship to be in service in April. This will increase 2017 capacity to 72,000 tons from currently 46,000 tons. It targets 2017 revenue growth of 50%, backed by recovery in shipping. It plans to invest in the logistics […]

Dec11 7

Bill Gross Bill Gross is out with his latest paper and he continues on his negative viewpoint on the world today with these keypoints How policymakers plan to solve a long-term global debt crisis: 1. As in Japan, the Eurozone, the U.S., and the UK, central banks bought/buy increasing amounts of government debt (QE), then […]

Dec11 0

AOT AOT will pay a dividend of Bt6.83/share, XD on Dec 8. Earnings look good on seasonality and government stimulus measures. It expects 26.4% passenger growth and 9.52% growth in number of flights. (Thun Hoon, 07/12/16) Comment: Granted the short term impact of zero-dollar tours from China is going to hurt the #’s from AOT […]

Oct30 7

AGE AGE plans to increase export portion to reach 30% supported by orders from China and a JV with a partner in Vietnam. It expects 2017 sales growth of 20% from 2.2mn tons this year. It expects 2017 revenue will better than 2016 thanks to coal price recovery and more orders. (Thun Hoon, 28/10/16) ALLA […]

Oct29 0

CWT CWT Board approves subsidiary purchases. The board approved budget of Bt133.96mn to have subsidiary CWTG acquire 60% of ARW and hold 5% in APCON. It has approved the purchase by subsidiary KCG of land for a building biomass power plant. (Kao Hoon, 26/10/16) Comment: I still remember being told by a client years ago […]

Oct12 0

AKR AKR expects 2016 revenue to grow 25% from 2015’s Bt2.11bn. It expects revenue to grow an average of 20% annually from 2017 because it is a leader in Thailand with 25% market share as well as numerous orders. It plans to take part in bids for public projects. (Thun Hoon, 11/10/16) BJCHI BJCHI plans […]

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Tag: DELTA

Stocks in the news (beauty, bem, big, cpf, delta, demco, ea, forth, fsmart, global, ihl, k, mtls, netbay, pk, prin, sgp, spa, sprc, tacc, akuni, tm, tse, ttw, wiik) 15.05.17

Stocks in the news (age, bcp, beauty, bh, bigc, cpf, delta, hmpro, ktc, malee, mint, richy, sena, scc, sq tse, uniq, wice) 26.04.17

Stocks in the news (cnt, delta, ete, fn, kce, lpn, mint, nch, pttgc, singer, siri, smit, spa, thana, tpipp, ttcl) 07.04.17

Stocks in the news (bcp, big, bts, delta, fn, fsmart, ivl, plat, pstc, richy, robins, samco, singer, tae, trc, utp) 20.02.17

Stocks in the news (ama, aot, bcpg, beauty, bwg, cgd, cnt, cpi, delta, ekh, ksl, rjh, spa, svi, thani) 09.02.17

Random Thoughts: Gross, FTSE Thailand changes, Privy Council changes, Train lines, Last email

Stocks in the news (aot, bts, cpf, delta, demco, hft, hmpro, l&e, max, mega, ori, pdg, perm, pk, pylon, qtc, seafco, tnp, upa) 07.12.16

Stocks in the news (age, alla, auct, bcp, bdms, dcon, delta, demco, ea, gfpt, nep, pf, pttep, synex, thani, tm, tpoly) 28.10.16

Stocks in the news (cwt, delta, ekh, ihl, inet, irpc, jpp, ppp, pstc, scc, snc, super, tcmc, tmi, tpch, wiik, xo) 26.10.16

Stocks in the news (akr, bjchi, ccn, delta, gfpt, gold, ilink, ori, sanko, spa, stpi, thana, ticon, tpoly, true, vte, wha) 11.10.16