ADVANC ADVANC says 2Q15 profit is expected to grow to Bt9.1bn (+7%), with 1H15 growth of 6% to Bt19bn. It expects to pay interim dividend of Bt6.54/share, higher than last year’s Bt6.04/ share. (Khao Hoon, 25/06/15) Comment: Analysts have now begun downgrading ADVANC’s potential profit growth for this year and next, but its still a […]

Read More →

ACD ACD plans to acquire three hotels in Phuket worth Bt10bn, expecting to finalize the deals within this year. It also plans to acquire businesses in Laos and Cambodia. It expects to achieve revenue above Bt1bn this year. (Thun Hoon, 19/6/15) BBL BBL sold 484mn shares of IRPC at Bt4.06/share to foreign funds. (Khao Hoon, […]

Read More →

BWG Investors from Qatar are interested in BWG shares due in recognition of its strong fundamentals from waste power plant. Management says 2H15 performance will be good. It expects 2015 revenue of Bt1.5bn. It expects to book revenue from 9.4MW waste power plant next year. (Thun Hoon, 17/06/15) Comment: How did this strange company all […]

Read More →

CCP Plans to expand into Cambodia, Laos and Myanmar. The firm has bid for a new project worth more than Bt1bn and expects to do a JV deal in 2Q15. It targets 2Q15 earnings growth of 10% YoY on the transfer of projects and raise in backlog to Bt2.3bn. (Thun Hoon 06/05/15) CBG 1Q15 net […]

Read More →

CCN CCN and partner to bid for government project worth Bt100mn in 2Q15. It expects to get the entire project. The 1Q15 outlook is relatively the same as last year. It expects 2015 revenue growth to reach the target 20%. (Thun Hoon, 17/04/15) COLOR COLOR expects its 2015 to turn to be profitable, after losses […]

Read More →

ANAN ANAN expects real estate revenue to reach Bt10.5bn this year backed by large backlog of Bt35bn. It will launch 12 projects worth Bt31.5bn. Its presales were impressive at Bt7.5bn in 1Q15. (Kao Hoon, 27/3/15) Comment: Again the question for ANAN is how much can operating margins improve. Should they match industry average then the […]

Read More →

AAV China gives 85% load factor in 1Q15 – AAV reports that higher traffic from China remained the key driver to bring load factor to 85% in 1Q15. Management expects tourist sentiment towards traveling to Thailand to continue to improve over the remainder of the year despite the ongoing martial law. The Tourism Authority of […]

Read More →

AH AH expects revenue to grow at least 10% this year. It will invest Bt400mn to upgrade its machinery. It is now discussing with business expansion with a potential partner. (Kao Hoon, 16/3/15) Comment: It has been the worst performing auto manufacturing stock in the past 10 years in Thailand AQ AQ will expand more […]

Read More →

AIT AIT announced 2H14 dividend of Bt1.1/share (XD on April 21), after record-high net profit of Bt658.56 mn (+16.26%) in 2014 and revenue of Bt6.65bn. It has backlog of Bt1.487bn, part of which will be realized this year. (Khao Hoon, 23/02/15) BGT BGT plans to expand into ASEAN markets via agents or setting up joint […]

Read More →

AIT AIT sets a revenue growth target at 10% to Bt6.8bn with backlog on hand of Bt2bn. The firm also has potential projects of Bt10bn that will come up for bidding this year. (Khao Hoon, 19/02/15) Comment: This company still continues to confound me with its consistent growth, with its capital increase 2 years ago, […]

Read More →