AOT AOT will pay a dividend of Bt6.83/share, XD on Dec 8. Earnings look good on seasonality and government stimulus measures. It expects 26.4% passenger growth and 9.52% growth in number of flights. (Thun Hoon, 07/12/16) Comment: Granted the short term impact of zero-dollar tours from China is going to hurt the #’s from AOT […]
Read More →AMATA AMATA expects to sell 1,000 rai this year even though it has sold only 300 rai so far. It is negotiating with a Chinese investor and expects to finish the deal in 4Q16. It expects the plan to invest in an industrial estate in Myanmar to conclude in 2016. It plans to get into […]
Read More →AKR AKR expects 2016 revenue to grow 25% from 2015’s Bt2.11bn. It expects revenue to grow an average of 20% annually from 2017 because it is a leader in Thailand with 25% market share as well as numerous orders. It plans to take part in bids for public projects. (Thun Hoon, 11/10/16) BJCHI BJCHI plans […]
Read More →AOT AOT board approved the plan to develop Hat Yai airport. The development will cover a 2year period with a budget of Bt15.1bn. It expects to support 10mn passengers per year by 2030. (Kao Hoon, 23/09/16) Comment: It’s quite interesting that nothing is ever really spoken about the development of Southern Thailand. If you look […]
Read More →Notable Transactions Buy(s) THB 167 mn BTW – A switch between shareholders EARTH – Oh he’s back to buying shares again. One of the strangest coal companies around.. Sell(s) THB 435 mn ORI – This was the block sale to Templeton PT – Interesting that after he sold the block of shares the share price […]
Read More →AQ AQ sold 100% of AQ ALIX which generated revenue of Bt670mn. It plans to launch a new housing project at the end of 2016. (Kao Hoon, 14/09/16) BCPG BCPG set its IPO price at Bt10, the top in the price range, in response to good institutional investor interest. It expects to trade in September. […]
Read More →ARROW ARROW expects 3Q16 earnings to grow supported by large orders, especially Suvarnabhumi phase 2 project from ILINK and ITD. It expects to get work on the MRT Green Line, with finalization by the end of this year. It expects 2016 revenue to reach Bt1.4bn. ( Khao Hoon, 30/08/16) Comment: Perhaps we should just close […]
Read More →AKP AKP reported 2Q16 net profit of Bt18.08mn, up 61.6% YoY. It expects 2H16 performance to achieve its target. (Thun Hoon, 11/08/16) BCH BCH expects 2H16 earnings to be good supported by a faster breakeven at WMC than expected. It plans to increase Social Security clients to 800,000. It expects 2016 revenue to grow no […]
Read More →AIT AIT has backlog of more than Bt3bn. It plans to bid for new jobs from both the government and private entities. It plans to announce a partner with which it will engage in data center operations in August. It is confident that 2016 revenue will reach Bt5.7bn. (Thun Hoon, 15/07/16) Comment: Well then who […]
Read More →ABC ABC plans to launch ABOVE Sukhumvit 39 condo, valued at Bt2.5bn. It expects to open for presales in 3Q16, with prices starting at Bt150,000/sqm. It expects sales to reach 60-70% this year. (Thun Hoon, 17/06/16) ACC ACC acquired a 5.5MW solar farm in Saraburi, valued at Bt290mn. It expects this to boost its 2Q16 […]
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