ACAP ACAP expects 2016 performance to turn around aided by recovery in every business. It expects its loan portfolio to reach Bt2bn this year. It expects 4Q15 earnings to be the best backed by business restructuring and its loan growth. (Thun Hoon, 07/01/16) Comment: We do wonder what else the new shareholder is going to […]
Read More →BWG BWG plans to expand waste power plants by 50MW. It targets 100MW within five years. It expects 2016 revenue to be good backed by Bt100-200mn revenue from selling electricity, beginning in 3Q16. It plans to list its subsidiary. (Thun Hoon, 15/12/15) Comment: They do seem to have a lot of momentum behind over the […]
Read More →AIT AIT reported 3Q15 net profit of Bt148.84mn (+69.17%). Its 9-month net profit is Bt416.68mn. It expects to finish projects to reach target. (Thun Hoon, 16/11/15) Comment: Astounding numbers from AIT, although given that Thailand’s government spending in this sector has been a bit slow last year it isn’t a surprise to see a decent […]
Read More →Names today: BKD, DNA, EA, IFS, IRPC, KCE, KTB, MACO, MINT, NCH, OCEAN, RML, S, STPI, TRC, TVO BKD BKD expects 2015 revenue to grow 40% backed by Bt2bn in backlog. It plans to bid for more public and private projects to raise its growth. (Khao Hoon, 04/11/15) DNA DNA expects 2016 revenue to turn […]
Read More →Names today: Â BEAUTY, CHG, DTAC, INET, IRPC, QTC, NUSA, PAF, SAPPE, SCI, THANI, TSTH BEAUTY Beauty expects 4Q15 earnings to be peak on the back of seasonality. It expects 2015 revenue to achieve target of Bt1.7bn (20% growth). It is considering expanding to Asian countries in 2016. It expects this to raise its exports. (Thun […]
Read More →Names today:Â arrow, ba, big, com7, irpc, kcm, lit, nusa, spa, synex, syntec, thcom, tog, tpipl ARROW ARROW expects 3Q15 earnings to be good backed by expansion of industry and government investment. It expects this to raise 2015 net profit to Bt248mn (+32%). (Khao Hoon, 19/10/15) Comment: One of the few companies that have consistently shown […]
Read More →ADVANC ADVANC expects 3Q15 net profit of Bt8.6bn (-4%) affected by decreasing service revenue and profit margin on sale of mobile handsets and rising marketing expense and depreciation. It expects 4Q15 earnings to be better because of the 4G auction. (Khao Hoon, 24/09/15) Comment: It’s the same story every couple of years for AIS, in […]
Read More →CHG CHG expects 3Q15 earnings to mark a record high on the back of seasonality. It expects 2015 revenue growth to achieve its target of 15%. (Thun Hoon, 18/09/15) Comment: Still don’t quite understand why this specific stock has suddenly re-rated. BH is trading @ 50x, this one at 42x trailing pe, it does just […]
Read More →ANAN ANAN plans to launch Bt9.8bn in new projects which will lift backlog from Bt34.3bn. 4Q15 earnings is expected to be the best this year. It expects 2015 revenue of Bt10-11bn. (Thun Hoon, 07/09/15) Comment: THB 34 bn of backlog as of end of ’15 seems like they are slightly lagging their plans AUCT AUCT […]
Read More →BKD BKD expects 3Q15 revenue to be higher than 2Q15. It expects to be awarded projects valued at Bt1.3bn in 4Q15. It expects 2015 revenue of Bt1.3bn as Bt2.5bn in backlog is expected to be booked. It targets 20% revenue growth next year. It plans to launch a property project in 2Q16. (Khao Hoon, 26/08/15) […]
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