EASTW EASTW expects 2Q16 net profit to be peak because of seasonality. It expects 2016 revenue to grow 5% from 2015’s Bt4.65bn brought by continuous demand growth. It plans to list its subsidiary by 4Q16. (Thun Hoon, 19/04/16) Comment: We’ve been waiting for this UU IPO for quite a while now. GOLD GOLD is talking […]
Read More →AMATAV Vietnam government approved “Super South Vietnam investment Plan†project license. AMATAV has budgeted US$23mn to develop a housing project. It expects to get a license for two projects in 3Q16. It is confident that land sales will reach target of 150 rai. (Thun Hoon, 08/04/16) Comment: Could there be value here that we haven’t […]
Read More →AOT AOT expects passenger growth of 16% to 3.98mn passengers between Apr 8–18. (Khao Hoon, 07/04/16) BCP BCP cuts E&P long-term investment budget of Bt3-4bn (2015-2020). It will use the funds to invest in green power plant instead. (Khao Hoon, 07/04/16) BEM BEM plans to start running the Purple Line and Srirat-Orr in August 2016. […]
Read More →ADVANC ADVANC expects 1Q16 earnings to drop to Bt9.26bn, down 6% because of the higher expense of Bt3.5bn needed to keep its 2G subs. (Khao Hoon, 05/04/16) Comment: Part of expectations to an extent however the question how comes how/why/when would they bid /receive the spectrum that JAS failed to pay for AIRA AIRA plans […]
Read More →AKR AKR expects 2016 revenue to grow not less than 50% aided by public projects. It plans to cooperate with agricultural cooperatives to take part in government unit solar farm in April. It expects to get electricity transformer orders in May. It expects to take part in Bt6bn bids. Investors in Singapore and China are […]
Read More →AKR AKR expects 2016 revenue to grow not less than 50% aided by public projects. It plans to cooperate with agricultural cooperatives to take part in government unit solar farm in April. It expects to get electricity transformer orders in May. It expects to take part in Bt6bn bids. Investors in Singapore and China are […]
Read More →BWG Board approved a dividend Bt0.04/share. It will issue BWG-W4 at a ratio of 6 old shares to 1 new share to shareholders and those who exercise BWG-W3. It will increase capital. (Thun Hoon, 22/03/16) Comment: Well they seem rather adamant on expanding in the waste to energy segment DEMCO DEMCO bidding for EGAT and […]
Read More →AMATA AMATA sets target land sales of 1,000 rai in 2016. It is negotiating with a foreign customer and hopes to finish the deal in 2H16. (Khao Hoon, 24/02/16) Comment: This implies a 20% revenue growth for AMATA this year. ARROW ARROW is confident that revenue in 2016 will reach Bt1.4bn supported by more order, […]
Read More →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 →AAV AAV expects 2016 net profit to be over Bt1bn driven by 16.9mn passengers and an 82% cabin factor. It expects to get five A320 planes this year, with a goal of 70 airplanes in 2020. It expects to open new routes in CLMV, beginning with Luang Prabang. (Thun Hoon, 09/02/16) Comment: There is no […]
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