ADVANC ADVANC will bid for 900MHz. It is ready to pay the guarantee of Bt3.78bn after getting backing from BBL and KBANK. The bidding will be on May 27 and first payment expected in June 2016. (Thun Hoon, 19/5/16) Comment: Should be a non-event, my eyes are just turning towards 2Q #’s to see how […]
Read More →ADVANC ADVANC is now left as the only applicant in the running to take part in the upcoming reauctioning of a 900MHz licence. (The Nation, 18/05/16) Comment: It should be an uneventful auction… Â ASEFA ASEFA expects 2016 revenue to grow 15-20% on the back of Bt1.7bn backlog. It expects this to cover revenue till […]
Read More →AGE AGE reported 1Q16 profit growth of 114% YoY on total revenue of Bt940mn thanks to its cost reduction as well as a better performance. It targets 2016 revenue growth of 10%. (Thun Hoon, 17/5/16) Comment: It’s still far away from where they used to be pre’08 AOT AOT reported 2FYQ16 net profit of Bt5.56bn […]
Read More →ADVANC ADVANC reported 1Q16 profit of Bt8.1bn on revenue of Bt37.25bn. It has 38.9mn subscribers. It will maintain its EBITDA at 37-38%. It will keep its dividend payout at 100%. It continues to expand subscriber numbers and its 4G network. It will bid for 900MHz on May 27. (Thun Hoon, 10/5/16) Comment: 1Q16 demonstrated the […]
Read More →BANPU BANPU expects Hong-Sa power plant to generate US$100-200mn/year, 40% of which it will book. It has budgeted US$554mn for its five-year investment plan. It expects capacity to reach 4,300MW by 2025. It expects coal sales to reach 43.1mn tons this year. (Khao Hoon, 04/04/16) Comment: We are still wondering how they are going to […]
Read More →ABC ABC expects net profit to be back in the black this year. It expects to launch ABC Residence and ABC Pet World projects, valued at Bt7.5bn, in 3Q16. It plans to wipe out all retained losses this year. (Khao Hoon, 16/03/16) Comment: I’m beginning to be very bored of the newsflow from this company…. […]
Read More →Notable Transactions Buy(s) THB 639 mn BA – And he continues to buy and buy and buy, this time 400 mn worth of shares SAWANG – Just a share swap amongst the family members IFEC – That’s quite an expensive way to support one’s stock price. Sell(s) THB 3.4 bn WHA – Block sale by […]
Read More →CI CI expects revenue to reach Bt6bn in three years. It reported revenue growth of 15% to Bt2.7bn in 2015 supported by backlog of Bt3-4bn. It plans a deal with a China partner to set up a 5-star hotel. It plans to set up a Bt1.5bn REIT for Sripanwa Hotel in 2H16. (Thun Hoon, 1/3/16) […]
Read More →ADVANC ADVANC reports more than 500,000 of its 2G clients have upgraded to 3G. It aims at getting more than 10mn 4G users from 4.4mn now. It has budgeted of Bt40bn to expand its business in 2016. (Kao Hoon, 29/2/16) Comment: The number we read this morning from the news was 5 mn users already. […]
Read More →AUCT AUCT expects used car tent market to be good. It expects 20% growth in used cars to be put up for auction after the new tax structure has raised selling prices. It expects to be win the auction management contract for the public sector after its successful 4G spectrum auction. It expects 2016 revenue […]
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