BGH Buys new hospital in Nakorn Pathom — BGH has announced the acquisition of Sanamchan Hospital, a 198-bed private hospital in Nakorn Pathom, plus its two hospitals. The investment cost is Bt3.66bnn (SET) Comment: And the growth machine for BGH continues, still think it can comfortably go to THB 20/share, just wait for the day […]

Read More →

BJCHI DPS Bt2.40; XD May 5, on net profit of Bt1.21bn, a 52.16% increase YoY. It expects no less than 15% revenue growth this year, booking Bt1.7bn from its current backlog of Bt2.3bn. It will soon bid for projects in Australia and South America and get results on its Brazil bid. (Khao Hoon, 26/02/14) Comment: […]

Read More →

AP Cuts forecast on politics — AP has cut this year’s forecast as the political demonstrations have hurt sales. Revenue target now stand at Bt19bn from Bt20bn, with presales forecast at Bt18bn from the previous forecast of Bt22bn. (Khao Hoon, 20/12/13) Comment: Nope, their numbers were going to be poor anyways GUNKUL Expects good 4Q13 […]

Read More →

EA 90MW generation this month — EA is confident that its solar farm will generate 90MW this month. It said that next year it will built a new plant in Lampang for another 90MW at a cost of Bt7bn. (Khao Hoon, 04/12/13) Comment: This is an incredible large solar farm, we doubt the long term viability of […]

Read More →