ALT ALT is going to do a roadshow in the US. It expects this to increase foreign shareholding. The plans will be firmed in October. It expects to get a new job to support its backlog of more than Bt800mn. It maintains 2016 earnings growth of 10% from last year driven by customer expansion. (Thun […]
Read More →AOT Suvarnabhumi expects bids by October – The long-awaited expansion of Suvarnabhumi airport is slated to have an auction for contractors in October, with construction starting by February, says president Nitinai Sirismatthakarn of the state-controlled Airports of Thailand (AoT). (Bangkok Post, 15/09/16) BEM MRTA will negotiate with BEM for the Blue Line extension, Chaloem Ratchamongkhon […]
Read More →ABC ABC is ready to start presales of ABOVE Sukhumvit 39 condo. It expects presales to reach 70-80%. It expects to wipe out its retained losses this year. (Thun Hoon, 26/08/16) Comment: Argh….I’m bored of reading news about this company AH AH maintains 2016 revenue growth target at 5%, aligning with the auto industry. It […]
Read More →BEAUTY BEAUTY expects 2H16 high season to support its sales. It is confident that 2016 revenue will grow more than 20%. It plans to expand its branches in Thailand and abroad. (Kao Hoon, 24/08/16) Comment: The odd thing is that we are seeing management sell shares in the market BJC BJC expands glass output […]
Read More →BJCHI BJCHI expects to get a new job worth Bt10bn to add to its backlog of Bt3.1bn. It plans to expand to a new market. It expects 2016 revenue to grow 15% from Bt5.75bn last year supported by backlog awaiting booking. (Thun Hoon, 22/08/16) Comment: Regardless of the oil price decline BJCHI still seems to […]
Read More →ADVANC ADVANC will pay an interim dividend of Bt5.79/share, XD on Aug 15 even though it reported 1H16 net profit of Bt17.70bn, a fall of 10%. It said it is still No.1 in revenue, profit and customers. (Kao Hoon, 05/08/16) Comment: I wouldn’t be surprised to a declining trend in the dividends paid ATP30 […]
Read More →Notable Transactions Buy(s) THB 28 mn N/a Sell(s) THB 614 mn QTC – The tender offer is still in play, interesting that its @ ~thb 7/share but the stock is at 14… HMPRO – Must’ve been a block sale by this director.. IHL – More selling out of IHL, are things changing at this company […]
Read More →AOT AOT expects to benefit from recovery in tourism, more passengers, and growth in flights by low-cost airlines. It targets non-aviation revenue to comprise 50% within three years. It plans to expand terminals in order to handle 6-8% passenger growth each year. (Thun Hoon, 28/06/16) BEAUTY BEAUTY expects 1H16 net profit of Bt169.61mn driven by […]
Read More →AEONTS AEONTS expects 2016 loan growth to be better than last year. It plans to expand its credit card customer base by launching a marketing campaign. It targets to acquire 360,000 new cards. (Thun Hoon, 21/06/16) BCP BCP says oil sales in the first five months reached 2bn liters. It expects to reach 6bn liters […]
Read More →AOT AOT plans to put two contracts for Suvarnabhumi phase 2 up for bid in Aug. It expects to put the other contracts up for bidding this year. It plans to begin Don Muang Phase 3 as soon as possible. (Thun Hoon, 14/06/16) BEM BEM expects to be the operator for the MRT Blue Line […]
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