AJD AJD reported 2016 net profit of Bt355mn backed by AJ Top Up machines. It expects to continue to grow in 2017 with a target of 40,000 Top Up machines. It expects to ask board approval to change the company’s name to AJ Advance Technology (AJA). (Kao Hoon, 02/03/17) Comment: Am I going to have […]
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 […]
Read More →Notable Transactions Buy(s) THB 205mn SIRI – This cheeky mofo is back! Just look at the 7 year chart of insider buying and selling to see what I mean RS – Apparently its the beauty products that they manufacturing, sell on their own channels, using their own stars, and finally their own available ad space […]
Read More →AKR AKR targets 2017 revenue growth of 40% to Bt2.3bn on the back of transfers. It plans to expand abroad. It expects projects in the Philippines and Indonesia to contribute revenue this year. It targets 10% growth in sales from ASEAN in 2016. (Thun Hoon, 17/11/16) ARROW ARROW targets 2017 revenue growth of 10-15% to […]
Read More →BA BA plans to expand routes and flights in 2017 to enable it to increase the number of passengers. It will receive delivery of 1-2 new planes in December. It reported 3Q16 earnings growth of 15% with revenue of over Bt6.7bn, supported by high season. (Thun Hoon, 14/11/16) BIZ BIZ reported 3Q16 net profit of […]
Read More →AP AP is confident that low-rise project revenue and presales will hit target. It reports revenue from low-rise of Bt6.14bn in 1H16 and will realize Bt5.68bn in 2H16. (Thun Hoon, 22/09/16) CKP CKP expects profit of Bt300mn in 2H16 supported by more capacity from Nam Ngum 2. (Kao Hoon, 22/09/16) Comment:Â Now would they consider flipping […]
Read More →BANPU BANPU’s last day to get BPP IPO reserve. Today is the last day to buy BANPU and get rights to reserve BPP IPO and dividend of Bt0.25. The stock will be posted as “XB-XD” on September 8. (Khao Hoon, 7/9/16) Comment: Most certainly one way of ensuring your share price stays elevated  BCP BCP to […]
Read More →AH AH expects 2016 revenue to grow 5% from last year’s Bt15.1bn due to large orders. It will pay a dividend of Bt0.33/share, XD on Aug 26, PD on Sep 9. (Thun Hoon, 18/08/16) Comment: And the company has been doing share buybacks for the past few months  ARROW ARROW expects 2H16 earnings to […]
Read More →BANPU BANPU expects to benefit from BPP because it has a 70MW solar farm in China. It expects the remaining 20MW to start up by 3Q16. (Khao Hoon, 11/07/16) BJC BJC has cancelled its capital increase PP of 800mn shares as investors needed more time to decide but the company had time constraints. It will […]
Read More →ACC ACC expects to wipe out retained losses. It expects net profit to return to the black in 2016 after it expands its business to trading, property, and alternative energy business. It expects to pay a dividend this year on its turnaround. (Thun Hoon, 28/04/16) Comment: A quick scan of the company shows that they […]
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