AAV AAV benefits from lower oil prices. It plans to open routes to Luang Prabang and Vientiane in 2Q16. (Khao Hoon, 12/2/16) Comment: Similar to what was said before, AAV should dominate this entire region for LCC’s regardless of market events. ABC ABC expects to turn around this year. It plans to open a luxury […]
Read More →ANAN ANAN expects Bt1.8bn cash from transfer of Ideo Mobi Wongsawang Interchange in 3Q16. It expects this to lift 2016 revenue to its target of Bt15bn. (Thun Hoon, 02/02/16) Comment: Well that’s only a 50% increase in revenue this year.. BCP BCP has budgeted Bt2.92bn to acquire a 198MW Japan solar power plant. It expects […]
Read More →ABC ABC has signed an MoU to rent a commercial building. It plans to use this area as an integrated services animal hospital. It plans to launch a Bt2.5bn condo on Sukhumvit 39. (Khao Hoon, 19/01/16) Comment: Whenever I’m reading news about this company my head begins to cock to the side like a dog […]
Read More →ACC ACC plans to take over a 5.5MW solar farm, valued at Bt320mn. It expects this to contribute Bt33mn net profit/year. It plans to issue warrants at a ratio of 4 shares per warrant. Management says it plans to focus on alternative energy business. (Thun Hoon, 12/01/16) Comment: Thats a fairly decent valuation given that […]
Read More →AQUA AQUA plans to acquire a power business in Japan, expecting to invest in solar power. It expects performance to grow steadily. (Thun Hoon, 14/12/15) Comment: An advertising company, with a water-related name, investing in solar power. yeahhhhhhhhhhhhhh! BANPU BANPU plans to restructure its business with a focus on power. It expects to increase capacity […]
Read More →ACAP ACAP reported 3Q15 net profit of Bt3.82mn backed by loan growth. It expects 2016 revenue to be good as it focuses on SME loans. It targets Bt600mn in SME loans in 2016. (Khao Hoon, 24/11/15) Comment: That is their existing business line, there were talks that it was going to expand into other businesses […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%). It expects continued growth in 4Q15. (Khao Hoon, 19/11/15) Comment: While he may wear the funkiest sunglasses in all of his advertisements, the company hasn’t proven itself in terms of a consistent financial performance AOT AOT expects FY2016 earnings to be good on opening Terminal 2 […]
Read More →AQUA AQUA reported 3Q15 net profit of Bt69.61mn (+108.16%). 9M15 net profit was Bt221.96mn (+114.74%) backed by a growth in sales of electricity, warehouses, and ads. (Khao Hoon, 17/11/15) ATP30 ATP30 has three new customers. It will supply 30 cars that will contribute revenue from the beginning of 2016. It reported 3Q15 net profit of […]
Read More →Names today: DCC, EPG, GLOBAL, GOLD, KOOL, MTLS, MSC, NOK, PTG, SC, SIRI, TFD DCC DCC’s board has approved 3Q15 interim dividend of Bt0.042/share, XD on Nov 6. It reported 3Q15 net profit of Bt275mn. (Khao Hoon, 27/10/15) Comment: DCC’s revenues have taken a slight hit and despite their margin improvements, things still don’t look […]
Read More →Innovation keeps Eastern Polymer in front Eastern Polymer Group Plc (EPG), a maker of synthetic rubber and plastic products with customers in sectors ranging from construction to auto parts and packaging, listed on the Stock Exchange of Thailand last December. Chief executive officer Pawat Vitoorapakorn discusses the company’s strategy and outlook. Please explain the history […]
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