AGE AGE maintain its revenue target growth of 10% supported by more than 2mn tons coal sales. It expects to finish a deal with a partner to do a coal warehouse in Vietnam by the end of 2016. (Kao Hoon, 19/09/16) CCN CCN expects to get a government job from the Industry 4.0 project. It […]
Read More →BANPU BANPU expects 3Q16 net profit to be better than 2Q16’s Bt281mn thanks to higher coal price. It plans to invest in solar rooftop by negotiating with IEs, department stores and residences. (Thun Hoon, 12/09/16) BRR BRR’s board approved setting up an infrastructure fund for the power business of its two subsidiaries (Buriram Sugar and […]
Read More →BEAUTY BEAUTY expects 2016 revenue and profit to be a new high due to revenue growth of more than 45% in 2H16. It is negotiating with a partner to set up distributorship in Hong Kong and Taiwan; it expects the deal to be concluded in 4Q16. It expects revenue growth of no less than 20% […]
Read More →A A plans to open new projects worth Bt6bn to bring its backlog to Bt1bn. It expects 2016 revenue to grow 30% from Bt4.45bn last year, supported by more transfers. (Thun Hoon, 29/08/16) Comment: One of the most stable stock price charts I have ever seen AKR AKR expects 3Q16 to turn to profit […]
Read More →AJD AJD is adding 20,000 online top-up machines and it is confident that at end of 2016 it will reach 50,000 machines. It has budgeted Bt10mn for marketing and promotional campaigns in 2H16. (Khao Hoon, 02/08/16) Comment: If they could pull off what FSMART has done then perhaps for the first time in a decade […]
Read More →Notable Transactions Buy(s) THB 83 mn PSTC – The Chairman of this relevatively new renewable energy player bought some 2% of shares Sell(s) THB 36 mn N/a Note: Interesting to see Evolution Capital changed their name to Food Capitals and the stock price somehow spikes.
Read More →ADVANC ADVANC made ITS first payment of Bt8.6bn with A Bt72.3bn bank guarantee for 900MHz. It expects to handle 2G clients before being shut down. It expects higher earnings from less expense of Bt4bn. (Khao Hoon, 29/06/16) Comment: There’s a lot of analysts expecting 2Q16 to be the peak for ADVANC earnings for the next […]
Read More →BWG BWG expects 2Q16 net profit to be good backed by revenue from industrial waste management service. It expects 2H16 earnings to be good aided by 9.4MW power plant and RDF (Refuse-Derived Fuel). It expects 2016 net profit of Bt379mn and expects to grow 50% next year backed by its 2nd power plant. (Thun Hoon, […]
Read More →ABC ABC expects net profit to be back in the black this year. It expects to launch ABC Residence and ABC Pet World projects, valued at Bt7.5bn, in 3Q16. It plans to wipe out all retained losses this year. (Khao Hoon, 16/03/16) Comment: I’m beginning to be very bored of the newsflow from this company…. […]
Read More →AOT AOT expects 1Q16 earnings of around Bt4.6bn, growing 22%YoY on the back of high tourist arrivals. Tourism high season in the first quarter should boost the company. (Khao Hoon, 25/1/16) Comment: DM terminal 2 is already bustling like crazy BIG BIG expects its earning to reach a new high in 2016, growing 10% from […]
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