Several brokers sending this out this AM FTSE Global Equity Index Series Asia Pacific ex Japan Regional Index and Japan Regional Index Semi-Annual Review.  Constituent changes can  be accessed via the attachments below.  The changes will be effective after the close of business on Friday, 16 September 2016 (i.e. on Monday, 19 September 2016). Large […]
Read More →BEM BEM will negotiate with the BMTA for the Blue Line extension job in September. It accepts that passengers on the Purple Line are not meeting its target and pulling down revenue by Bt0.8mn per month. The BMTA has approved a reduction in average passenger fare of 30% to Bt14-29 and expects this to boost […]
Read More →ADVANC ADVANC plans to increase 2016 revenue target to accommodate greater revenue from services and a campaign to stimulate sales. It expects the 900MHz license to cut EBITDA margin in 2H16 to an average of 38-39% in the year. It expects maintain its 100% dividend payout. (Thun Hoon, 19/08/16) Comment: While the dividend payout ratio […]
Read More →AJD AJD is adding 20,000 online top-up machines and it is confident that at end of 2016 it will reach 50,000 machines. It has budgeted Bt10mn for marketing and promotional campaigns in 2H16. (Khao Hoon, 02/08/16) Comment: If they could pull off what FSMART has done then perhaps for the first time in a decade […]
Read More →A Areeya expects 2H16 to launch 6 new projects in total worth Bt5.6bn. It will maintain its 2016 sales target of Bt10bn and expects revenue of Bt7bn. It will bid for a government housing project this week. (Kao Hoon, 20/07/16) Comment: It will be interesting to see the outcome of the government project work. Plus […]
Read More →ABC ABC targets 2016 revenue of Bt2bn. It plans to wipe out retained losses by launching Above Sukhumvit 39 in 3Q16. It plans to launch ABC Pet World in 4Q16 if its board approves on June 29. (Thun Hoon, 24/06/16) Comment: Anybody else understand the business model of this company? Â AGE AGE expects to […]
Read More →A Areeya targets 2016 revenue of Bt7bn supported by its backlog of Bt2.34bn, of which will book Bt1.5bn this year. It has stock of Bt3.5bn. It expects sales of Bt10bn in 2016. It plans to launch 12 projects worth Bt20bn. (Khao Hoon, 10/06/16) Comment: Their stock price performance has one of the smoothest charts I’ve […]
Read More →BAFS BAFS is confident that revenue will grow more than 9% in 2016 and expects net profit to be a new high, supported by a 7-8% increase in volume. (Kao Hoon, 08/06/16) Comment: A natural grower with AOT Â CNT CNT expects 2016 earnings to be positive and plans to bid for a new job. […]
Read More →AAV AAV sets 2016 passenger target of more than 16.9mn passengers from 14.8mn. In THE first two months, the number of passengers grew 20%. It has budgeted Bt500mn to buy five planes and for oil price hedging. (Kao Hoon, 31/03/16) Comment: Without a doubt they are the #1 airline carrier in town. CWT CWT increases […]
Read More →AIT AIT sets 2016 revenue target growth at 10% from Bt5.1bn in 2015 supported by its backlog of more than Bt3bn and government projects. It plans to start a data center project within 2Q16. (Kao Hoon, 25/03/16) APCO APCO sets 2016 sales target at Bt450 or growth of at least 10% and maintain gross margin […]
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