AKR AKR expects to get a 20MW solar farm from a cooperative which is expected to be concluded in August. It plans to invest in a power plant on 94 rai in Lopburi. It expects to show net profit in 2Q15, benefitting from booking revenue from its backlog. 2H15 performance is expected to be good […]
Read More →AUCT AUCT expects 2Q15 earnings of Bt42mn, 12-13% revenue growth and 2.59% dividend yield. (Khao Hoon, 16/07/15) Comment: Despite it’s great growth, it looks like the retail investors are beginning to realise that the share price has been quite overvalued BJCHI Foreign investors are interested in BJCHI shares after it held a roadshow in Hong […]
Read More →A slightly sensationalist headline I admit but according to a Reuters report The quantity of water collected in the three dams totaled 5 billion cubic meters last November, compared to the normal 8 billion cubic meters, said Thanasak Watanathana, governor of the Metropolitan Waterworks Authority. As of Monday, there was about 660 million cubic meters […]
Read More →AMATA AMATAVN puts off listing to 3Q15 from 2Q15. It says the industrial complex in Vietnam will be finished in time. It plans to collaborate with foreign partners in the future. (Post Today 07/05/15) Comment: Well at least the delay was by 12 months as it was last year. AJP Plans to invest in waste […]
Read More →ADVANC ADVANC expected 1Q15 profit to rise YoY due to greater use of its data services. The company maintains its revenue growth (excluding interconnection fee) at 3-4% YoY in 2015 with new service in high-speed internet (1Gbps) called “AIS Fibre†to attract 100,000 users. (Khao Hoon, 28/04/15) Comment: This could very well be the end […]
Read More →ABC Revenue will turn around and reach Bt3bn in 2015 due to the property business. The firm is working on development some land in Hua Hin, after which it will sell the land. The firm will have a campaign with financial institutions for point reduction. (Khao Hoon 27/04/15) AEONTS AEONTS expects loan growth of 8-10% […]
Read More →BRR 2nd plant up and running – BRR reports its second bio power plant with capacity of 8MW has commenced commercial operations and thus begun to generate revenue. Its third power plant with capacity of 9.9MW is still under construction, with completion scheduled for early 2017, after which it will generate income. Currently, earnings contribution […]
Read More →AGE AGE expects 1H15 to turn around on the effect of its cost controls. It has set its target coal sales volume at 3.45mt, which could boost revenue to Bt7bn. The company expects 1Q15 sales volume to be flat YoY. Its biomass power plant is scheduled to commence operations in late 2015. (Thun Hoon, 31/03/15) […]
Read More →ANAN ANAN expects real estate revenue to reach Bt10.5bn this year backed by large backlog of Bt35bn. It will launch 12 projects worth Bt31.5bn. Its presales were impressive at Bt7.5bn in 1Q15. (Kao Hoon, 27/3/15) Comment: Again the question for ANAN is how much can operating margins improve. Should they match industry average then the […]
Read More →AJD AJD’s board calls off par split. It hopes to maintain shareholders’ benefit according to good governance practice. Also, shareholders were objecting. The SET had requested AJD to clarify the two par splits in a year, only four months apart. (Thun Hoon, 06/03/15) Comment: More like they were getting slapped on the wrist for wanting […]
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