BSM BSM expects revenue of more than Bt1bn, up sharply from 2018 expected revenue of Bt640mn. It will enter into the property development business and plans to launch one project each quarter with value around Bt350-400mn per project. It will focus on Central Business District (CBD). (Thun Hoon, 17/1/19) CIMBT Kittiphun Anutarasoti temporarily suspended as […]
Read More →BANPU BANPU says more than ten investment funds expresses interest in its shares during a roadshow in Japan, supporting its outbound expansion plan. It will continue to do roadshows abroad this year and detail its strategy “Greener & Smarter”, confirming its growth performance and leadership of the integrated energy business in Asia-Pacific. (Kao Hoon, 16/1/19) […]
Read More →CMC CMC expects 2018 earnings to be a record high with revenue of Bt2bn expected. In 1H19, it plans to launch five property projects with total value of Bt5bn. It expects presales of Bt5bn this year. (Kao Hoon, 9/1/19) III III expects revenue growth of 15-20% this year and has set capex of Bt500mn to […]
Read More →AMATAV AMATAV has begun to develop the first phase of Amata City Halong on 770 rai of land with capex of Bt5.12bn. The project has five phases with total land of 4,500 rai. It expects to begin sales in 2020. (Kao Hoon, 3/1/19) Comment: And according to the news today they are going to expand […]
Read More →Here’s the headlines from companies during the holiday period – no comments Stocks in the news (crd, itel, ktb, ktc, maco, meta, ocean, ptt, tasco) 24.12.18 CRD CRD expects many jobs next year, especially from private entities. Management targets revenue of Bt1.6-1.8bn next year from the expected Bt1.3bn this year. It expects backlog to reach […]
Read More →ARROWÂ ARROW added electrical conduit production capacity to handle the expected increase in big construction projects. It targets revenue growth of 10% next year and a widening in its net margin to 10%. (Thun Hoon, 12/12/18)Â BIZÂ BIZ targets sales growth of 10% next year. It targets sales from BIZGenes, its new business, to reach […]
Read More →AOT FY2018 results to be released on Nov 30. Nitinai Sirismatthakarn, AOT president, says FY2018 performance will be announced on 30 Nov. He expects earnings to be a record high, supported by passenger growth that has put it over capacity. He expects a net margin of 40%. As for terminal 2 construction, it is waiting […]
Read More →ASAP ASAP insists that it will not increase capital, even though D/E ratio is high. The jump in interest expense pushed share price down, but it said this is the nature of a leasing company. It says customers trust it and banks provide support. It is studying the issue of debentures of a minimum of […]
Read More →AAV AAV reported 4Q18 loss of Bt358mn caused by rising fuel price. 9M18 earnings were Bt340mn, 66%YoY. Passengers grew by 4%YoY in 3Q18. (Kao Hoon, 13/11/18) Comment: And oil prices still aren’t even at all time highs. Part of suspects a decent turnaround in airline earnings in 12 months after all the news is done…as […]
Read More →BGRIM BGRIM expects earnings growth of 15-20% this year. It will start commercial operation of a 31MW solar farm in December as planned. This will rise 4Q18 revenue. (Thun Hoon, 9/11/18) Comment: Plus Ft rates are up CHO, SCN BMTA (Bangkok Mass Transit Authority) will pay for 100 NGV buses plus maintenance fee to SCN-CHO […]
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