BA BA expects 2017 passenger growth of 13-15% and revenue growth of 10% but expects profit to be stable from 2016 as oil prices will be coming back up. It plans to expand to China in February-March, flying to Guangzhou and Chongqing. (Kao Hoon, 30/01/17) Comment: We’ve heard rumours of a new private airport just […]
Read More →AKR AKR expects 2017 performance to be good. It expects revenue to grow 50% on the back of public projects, alternative energy projects, BoI, and private investment, all of which are expected to increase demand for transformers. It plans to take part in Bt4bn projects for PEA and MEA. (Thun Hoon, 18/01/17) AP AP plans […]
Read More →ACAP ACAP targets 2016 loans of Bt4bn after reaching Bt3.8bn in 10M16. It expects 2016 performance to turn around, after a 9M16 net profit of Bt94.26mn. It plans to approve property loans of Bt100-300mn. It plans to issue debentures to broaden its business base. (Thun Hoon, 15/11/16) AOT AOT is confident 2016 earnings will be […]
Read More →BA BA plans to expand routes and flights in 2017 to enable it to increase the number of passengers. It will receive delivery of 1-2 new planes in December. It reported 3Q16 earnings growth of 15% with revenue of over Bt6.7bn, supported by high season. (Thun Hoon, 14/11/16) BIZ BIZ reported 3Q16 net profit of […]
Read More →In the past 2 weeks I’ve done 3 different countries for various reasons and I’m basically done with the international traveling for the year I think, although Vietnam does tempt me, what have I learnt, in a nutshell, Singapore is suffering basically from a decade of fantastic growth, rental rates have killed the retail market, I see far too […]
Read More →AP AP expects to transfers Bt19.23bn in eight condos in 4Q16. It plans to launch s marketing campaign in Nov in order to boost its presales. (Kao Hoon, 02/11/16) Comment: There’s a lot of condo’s in the industry that will have to be transferred in 4Q this year, back of the envelope numbers indicate close […]
Read More →ACC ACC expects 2H16 earnings to be good after it increased salespersons and put a greater focus on modern trade and large projects. It expects to book revenue from its property business in 4Q16 and plans to add to its 8MW of renewable energy to provide a good return to shareholders. (Thun Hoon, 03/10/16) Comment: […]
Read More →AGE AGE maintain its revenue target growth of 10% supported by more than 2mn tons coal sales. It expects to finish a deal with a partner to do a coal warehouse in Vietnam by the end of 2016. (Kao Hoon, 19/09/16) CCN CCN expects to get a government job from the Industry 4.0 project. It […]
Read More →A A plans to open new projects worth Bt6bn to bring its backlog to Bt1bn. It expects 2016 revenue to grow 30% from Bt4.45bn last year, supported by more transfers. (Thun Hoon, 29/08/16) Comment: One of the most stable stock price charts I have ever seen AKR AKR expects 3Q16 to turn to profit […]
Read More →AJD AJD reported 2Q16 net profit of Bt126.59mn on higher sales at a subsidiary and implementing cost control. It expects 2016 revenue to grow 10-15% from last year backed by transfers. (Thun Hoon, 16/08/16) ASEFA ASEFA expects 2016 revenue to grow 20% backed by mega projects with backlog of Bt1.8bn, of which 60% is expected […]
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