AGE AGE’s 2Q18 performance is likely to improve thanks to a favorable coal price at above US$119/ton . The company is preparing to ship 800k tons of coal in 2Q18 -3Q18 and maintains its revenue growth target of 20-25%. (Kao Hoon, 18/6/18) GFPT GFPT plans to inject Bt4-5bn to expand capacity to support long term […]

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CKP CKP is going to start commercial operation of BIC2 in 1Q18, raising its operating capacity. It targets 2018 revenue to grow by 15% backed by upcoming electricity production capacity. It says it is negotiating a deal for a new hydropower project in Laos, which it expects to finalize in mid-2018. It is going to […]

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CHOW CHOW’s 26.68 MW Iwaki solar farm construction is 100% completed, raising its capacity to 65.67MW. It projects this solar farm will generate revenue of Bt400mn/year and start commercial operations in April 2018, booking revenue immediately in 2Q18. (Khao Hoon, 13/03/18) GCAP GCAP targets 60% growth in new loans in 2018 to reach Bt1.8bn. It […]

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ADVANC ADVANC expects 4Q17 earnings to grow by 16% to Bt7.481bn on an improved gross margin and lower marketing expenses. It projects 2017 earnings of Bt30.624, stable from last year, with a 2H17 dividend yield of 2%. (Khao Hoon, 29/12/17) Comment: And now they CF’s are going to be helped by the fact the NBTC […]

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AQ SET is allowing AQ to return to trade in the market after AQ filed its 2Q17 financial statements, which shows a loss of Bt54mn because of lower sales. It is going to issue AQ-W4 in the amount of 56,337.34mn units to existing shareholders, in proportion of 1 warrant for 2 existing shares. (Khao Hoon, […]

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CPF CPF expects 2017 sales of Bt56.74bn or 13% growth, after 1H17 earnings grew 11%YoY. It recently launched new ads to attract the new generation. (Khao Hoon, 6/9/17) KSL KSL to join SPP Hybrid Firm bidding. The project capacity is 20MW. It expects to book extra revenue in 4Q17 from its joint venture with BCP. […]

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ADVANC AIS is joining TCDC to build a new creative space in the heart of Bangkok named ‘AIS D.C.’ to be open to the public from July 13 at Emporium Mall 5th floor. (Kao Hoon, 5/7/17) BRR BRR is considering raising its revenue growth target of 30% for this year. 2Q17 is looking promising from […]

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FTSE rebalancing: rebalancing will happen during the close of today. These are the changes… FTSE Large-Cap = No changes. FTSE Mid-Cap = Add: EA, BPP, TPIPP, KSL, VNT, WHAUP // No deletions FTSE Small-Cap = Add: ORI, CMR, SQ, LANNA, TNR, FN, GLANDRT, UTP, MACO, CTW, TKS // Delete: VNT (move to mid-cap), CRANE (move […]

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AGE AGE expects 2Q17 to be strong from robust coal demand both domestic and overseas. The company has more than 300K tons of orders. Its strategy is to diversify risk and put more emphasis on sea logistics with eight coal transport ships in its current arsenal. (Thun Hoon, 15/6/17) ANAN ANAN expects 2Q17 revenue to […]

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ACAP ACAP has been rated “BB” by TRIS, signaling stable growth and a strong balance sheet. (Thun Hoon , 14/6/17) EA EA will book contribution from two wind farms worth 45 MW with the third wind farm to start up soon and push total capacity to 404 WM in 2017. This will support performance to […]

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