AJ AJ reported substantial growth in 2016. It expects 2017 performance to be robust from expanding to Europe, stimulus measures, exports, and better purchasing power. It expects this to increase orders for BOPP, BOPET, and BOPA, which are used for packaging. It plans to introduce new products with higher margin. It also plans to do […]
Read More →CSL CSL expects a better performance in 4Q16 than in 3Q16 after recognizing revenue from ICT and IDC (Internet Data Center). It expects 2016 revenue to grow 2-3% as targeted. It plans to invest in IDC to handle new clients. (Thun Hoon, 06/12/16) Comment: Always a good dividend yield from this name but it has […]
Read More →APCO APCO signed a contract to set up a JV company (Bhubhiwat Co., Ltd). It plans to set up a medical facility to treat and prevent viral and infectious diseases by immune stimulation with natural products both at home and abroad. It is talking to parties to set up two more JVs in November. It […]
Read More →ARROW ARROW expects 2016 revenue and profit to be a new high. It is maintains its full-year target revenue at Bt1.4bn, growth of 15%. It has backlog of Bt240mn, all of which will be booked this year. It is talking with two companies to take a share of its subsidiary and expects to make a […]
Read More →AGE AGE expects 2H16 to be good. It plans to do a marketing campaign in ASEAN. It is confident that 2016 sales will reach the target of 2.2mn tons. It reported 2Q16 net profit of Bt29mn, up 4% YoY and total revenue over Bt1bn. (Thun Hoon, 15/08/16) AOT AOT reported 3QFY16 profit of Bt5.06bn, growing […]
Read More →ADVANC ADVANC expects to revise down its 2016 revenue target because of paying Bt75bn for its 4G license. It will make the first payment of Bt8bn with bank guarantee in June. Its cash on hand is Bt60bn. It is budgeting Bt40bn for network expansion. It says its dividend payout ratio will still be 100%. (Khao […]
Read More →AOT AOT has revised up its five-year investment plan from Bt140bn to Bt170bn. It expects nonaeronautical revenue to comprise 50% within three years. (Thun Hoon, 29/04/16) BBL NBTC seeks more info from BBL on Jas’s failure to pay licence upfront fee – THE NATIONAL Broadcasting and Telecommunications Commission will ask for more information from BBL […]
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 →ACAP ACAP expects 1Q16 net profit to back to black and stay there for the remainder of this year. It expects to wipe out retained losses this year. It expects to make a decision on the credit card business with foreign partners by mid-2016. (Khao Hoon, 21/03/16) Comment: Given that the credit card business is […]
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