BTW BTW plans to expand abroad and has no concerns about the US-China trade war. Its CEO says its 1Q18 backlog is Bt567mn and it is waiting to bid for many projects with a total value of more than Bt4bn. (Thun Hoon, 11/7/18) CRD CRD was awarded a new project which brought backlog to Bt1bn […]

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ANAN ANAN had transfers of Bt3.84bn (+72%) and sales of Bt6.685bn (+51%). It maintains its 2018 transfer target of Bt38bn (+152%). It has Bt53.6bn of backlog. (Thun Hoon, 11/5/18) Comment: But the hangover of Ashton Asoke is going to cap upside regardless of how well the company is performing CHEWA CHEWA had net profit of […]

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B B will focus more on business restructuring to emphasize its logistics segment to accommodate rising e-commerce. The company targets to double revenue YoY in 2018, from Bt125.64mn in 2017 and expects to record some profit vs. net loss in 2017. It will reduce the proportion of customers in heavy industry from 90% currently to […]

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