BIZ BIZ plans to launch a specialized cancer hospital collaborating with five specialists in cancer in order to expand its customer base and attract foreigners in tandem with the upcoming EEC. It targets Bt100mn revenue per year. It is preparing to negotiate 3-4 deals for the sale of cancer treatment machines worth Bt500mn next year. […]
Read More →BA BA signals 3Q17 earnings will turn positive from 2Q17, as number of passengers and load factor have increased significantly. It is going to open a new route, Bangkok-Phu Quoc to expand its presence in CLMV and increase revenue in the long term. Flights are expected to start on October 29. (Thun Hoon, 4/10/17) Comment: […]
Read More →BEM BEM believes it will win its bid to manage commercial area, beginning next year, for the Purple Line stations at Bang Yai – Tao Poon. The beginning of its operation for one additional connecting station on August 11 should boost ridership. (Kao Hoon, 7/8/2017) Comment: Basically yes, at least the government/BMA finally decided to […]
Read More →COMAN COMAN believes 2H17 performance will be good, driven by revenue from “Synergy Technology” and high season. The management team signals that there are M&A deals. It is now ready to be a leader in development of tourism software. (Thun Hoon, 19/7/17) KTC KTC 2Q17 earnings are Bt786mn or Bt3.05/share or 35.66% YoY growth. (Thun […]
Read More →So all over the news yesterday was that the BOT may come out with stringent new ruling on credit card, the table below was compiled by the clever folks over at Maybank Kimeng Thailand. KTC has been hammered by this and continues to be, AEONTs (no chart) appears to remain flat. So what? The worst […]
Read More →AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]
Read More →AH AH plans to expand abroad to boost revenue. It targets to complete one deal this year. It expects continued growth in 2Q17 performance after the 50% net profit growth in 1Q17. Behind this is numerous orders and profit sharing from associated company. (Thun Hoon, 18/05/17) Comment: zzzzz, if there is ever a change a […]
Read More →AGE AGE plans to expand to Vietnam where demand is high. It expects 2H17 sales to jump on the completion of the setup of a JV. It targets 2017 sales to grow 25-30% from last year’s 2.36mn tons. It expects 1H17 domestic sales to be good, with orders from major clients up 50%. (Thun Hoon, […]
Read More →ASAP ASAP plans to offer an IPO of 210mn shares, with subscription in the third week of March and trading on the SET on Mar 30. It will use the funds to build “ASAP Auto Park”, a full-service automotive center at Bangna. (Kao Hoon, 16/02/17) Comment: Love the ticker, no idea on the business yet, […]
Read More →ASEFA ASEFA plans a roadshow abroad which it hopes will bring in more investment by funds. It will make a decision by the end of January. It has budgeted more than Bt10mn to open seven new branches nationwide. It targets 2017 revenue growth of 15% YoY, with more jobs waiting to be booked and new […]
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