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 →BTS BTS too book ~Bt1.5bn revenue from NPARK if NPARK sells the 20 rai of land at Onnut with market value of Bt3.2-4.0bn to an international school. It hopes to book the gain in 2Q15. (Khao Hoon, 17/2/15) EA EA to start commercial operations of its 90MW-solar farm in Lampang today. This new solar farm […]
Read More →AOT U-Tapao to be developed for commercial use — The Transportation Ministry says that Airportd of Thailand (AOT) and U-Tapao airport will coordinate to develop U-Tapao airport for commercial aircraft and passengers. Currently, U-Tapao airport serves only charter flights with passengers at 100K/year, far below its capacity at 800K/year. They plan to sign an MoU […]
Read More →ABICO ABICO will return to normal trading on mai on February 9, 2015. (Tun Hoon 9/2/15) AJP AJP expects revenue of Bt750mn in 2015, a jump from Bt200mn last year. It will operate two renewable energy projects, one of which, a 200MW project, will be a JV. It has no concern on financial position as […]
Read More →ADVANC ADVANC announced the dividend payment in 2H15 Bt5.96/share, raising the full year dividend to Bt12/share. This year, it targets revenue growth of 3-4%. It has budget of Bt40bn to expand 3G, fiber optic and broadband. (Kao hoon, 6/2/15) CRANE CRANE will propose board to pay dividend more than 50% within 1Q15, following from the […]
Read More →AMATA AMATA continues to invest in Vietnam via subsidiary AMATAVN, to develop an industrial park called Long Thanh. It believes this investment will support revenue growth for the company for many years to come. The firm also plans to list AMATAVN this year. (Thun Hoon, 05/02/15) Comment: As I’ve said for the a while, AMATA […]
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