The change in the petrol retail industry in Thailand was first started by PTT Group when they constructed the first half decent stations with retail outlets, coffee shops, f&B etc, over a decade ago. Following on from this the other players, i.e. Shell, Esso, Bangchak did try to follow suit but never really took off […]
Read More →ADVANC ADVANC to invest Bt2bn in customer care. Serenade customers are targeted to hit 4mn within 2017 from 3.5mn now. (Khao Hoon, 20/7/17) AH AH sold shares in its joint venture “Quantum Inventions Pte Ltd” to Continental for SGD9.25mn. This could be booked as extra gains in 3Q17. It targets 2017 revenue growth at 5%. (Thun Hoon, […]
Read More →BCP BCP is certain that 2017 earnings will reach target as oil volatility is not expected to affect earnings. Its EBITDA is targeted to grow at 20% with support from subsidiaries’ power plants. (Thun Hoon, 11/7/17) COM7 COM7 is expected to have 2Q17 earnings of Bt105bn or 30% growth, supported by sales of smart phones. […]
Read More →ADVANC AIS is joining TCDC to build a new creative space in the heart of Bangkok named ‘AIS D.C.’ to be open to the public from July 13 at Emporium Mall 5th floor. (Kao Hoon, 5/7/17) BRR BRR is considering raising its revenue growth target of 30% for this year. 2Q17 is looking promising from […]
Read More →BBL BBL to support credit loan of Bt1.44bn for 20.1MW hydropower plant in Laos in the JV between B Grimm and S.V. Group. (Thun Hoon 25/05/17) Comment: Rumours have it that B Grimm will eventually IPO on the SET. It’ll be interesting to see which businesses they decide to bundle into the IPO should it […]
Read More →Notable Transactions Buy(s) THB 589 mn TKN – After selling a fair amount of shares at mid 20’s he’s buying back quite a bit here. PACE – Well they have mahanakorn transferring…and then the supposed dean & deluca story…and then…well I just don’t buy this story MTLS – I am impressed by their growth numbers..but […]
Read More →ASK ASK expects 2017 earnings to continue to mark new highs. It targets loan growth of 10-15% brought by loans for trucks. It expects to control NPLs to below 1.9%. It plans expansion. (Thun Hoon, 31/03/17) Comment: What slowdown? What crisis? ASK seems to be ticking along just fine  CBG CBG targets 2017 revenue […]
Read More →AH AH expects 2017 revenue to grow 5% from last year thanks to auto sector recovery. It expects 1Q17 performance to be good brought by numerous orders. It plans to expand abroad, with some progress in 4Q17. (Thun Hoon, 24/03/17) Comment: I’m still not impressed by this company.. COMAN COMAN expects 2017 revenue growth of […]
Read More →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 →ABC ABC expects 2017 earnings to be good and targets revenue from property business of 70% and e-business of 30%. It plans to focus on two projects, Above Sukhumvit 39 and ABC World via abcpoint and WeChat. It expects to be the leader in financial innovation. (Kao Hoon, 27/02/17) AGE AGE expects 2017 coal sales […]
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