GLOBAL GLOBAL’s 2015 net profits grow 20% from last year’s Bt701mn, driven by numerous orders. It targets 2016 revenue to grow 10%. A plan to invest in Myanmar will be finalized within 1H16 (Thun Hoon, 17/2/16) Comment: And yet they still have one of the worst inventory turnover’s I’ve seen… KCE KCE’s 2015 net profit […]
Read More →AOT AOT to report 1QFY16 today, profit estimated at Bt4.48bn, growing 20% supported by an 11% rise in passengers to 28.9 million. It expects good earnings in 2Q16. It expects profit in FY2016 of Bt18.5bn based on the ATTA estimate of 13% growth in passenger flow-through in 2016. (Khao Hoon, 15/2/15) Comment: It should be […]
Read More →BCH BCH expects double digit growth in this year. It plans to expand its customer base, focusing especially on SSO and foreign clients. It expects 2016 net profit to be good as WMC breaks even in 2H16. (Thun Hoon, 03/02/16) Comment: I think I’ve been reading about this WMC breaking even for the past….4-5 years […]
Read More →Names today: BKD, DNA, EA, IFS, IRPC, KCE, KTB, MACO, MINT, NCH, OCEAN, RML, S, STPI, TRC, TVO BKD BKD expects 2015 revenue to grow 40% backed by Bt2bn in backlog. It plans to bid for more public and private projects to raise its growth. (Khao Hoon, 04/11/15) DNA DNA expects 2016 revenue to turn […]
Read More →Notable Transactions Buy(s) THB 169 mn MALEE – Looks like a swap between the Central family members RS – And the owner keeps buying and buying Sell(s) THB 959 mn BEC – Another large block sale by the maleenont family MALEE – See above MINT – Quite rare to see this director sell his shares in […]
Read More →CENTEL CENTEL expects 2015 revenue of Bt20bn with growth of 8-10% next year. It plans to add 8-10 new hotel management contracts to its portfolio. Growth will also come from acquiring new food and beverage brands, as well as expansion in the international hotel business which is expected to reach 30% of total revenue. (Thun […]
Read More →ASIMAR ASIMAR expects to bid for a Bt1bn ship building contract. It plans to increase capacity by set up a third floating dock. It expects 3Q15 earnings to be good aided by transfers. (Thun Hoon, 05/10/15) BMCL BMCL expects growth in 3Q15 earnings backed by increasing passengers. It expects 300,000 passengers/day. It expects to show […]
Read More →A nice little article over at Forbes yesterday interviewing Heinecke and including comments from other executives and analysts on the region. Here are some snippets and a link to the full article. “These emerging markets still have a lot of gas to go.” “Our major clients are not expanding in Thailand,” says Phisud Dejakaisaya, managing […]
Read More →APCO APCO expects 2H15 revenue to be better than 1H15’s Bt189mn on expanding via online and launching new products. It targets 2015 net profit of Bt118mn on the back of high margin product and cost control. (Khao Hoon, 08/09/15) Comment: And they are somehow launching a HIV/AIDS medicine as well. BEAUTY BEAUTY targets export to […]
Read More →AP AP expects Thailand economy to be impacted by China and US troubles but it believes public investment will keep the economy on track after cabinet reshuffle. AP has achieved presales of Bt19.88bn over the first seven months with Bt13.54bn backlog. It plans to launch Baan Klang Muang Rama 2 with selling price Bt7-9mn. (ASTV, […]
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