DELTA DELTA expects revenue growth of 10-15% YoY in 2015 upon growing demand and expanding foreign client base from expected 2014 revenue of Bt42bn. The company will conclude an acquisition deal for a European company soon. (Thun Hoon, 15/12/14) Comment: One of the best performing electronic names in the past few years. EUREKA EUREKA expects […]
Read More →AMATA AMATA expects to sell 500 more rai at the end of this year, raising total land sales for the year to reach its target of 1,000 rai. It said it has more than 2,800 rai in land ready for sale that is simply waiting for EIA approval. Next year, it will invest more than […]
Read More →I’ve been asked this question a couple of times in the past week and the best answers I could think of was 1) Well the USD has gotten stronger 2) Alternative Energy/Shale may finally be having an impact 3) *Conspiracy theory* The Saudis are either listening to the US to hurt Russia or decided they […]
Read More →AMATA AMATA expects to set up REIT worth Bt4.5bn in 1Q15 and will list AMATAV on the stock market in 2Q14. The company plans to invest Bt3-4bn in Vietnam and Myanmar in 2015 and expects to sell 500 rai in 4Q14, giving total land sales of 1,000 rai in 2014. (Kao Hoon, 21/11/14) Comment: A […]
Read More →AI Management expects revenue of Bt9bn in 2015 from Bt5bn in 2014 and will invest Bt200mn to increase palm oil production capacity and set up solar power plant with 2.6MW capacity supporting sharp revenue and earnings growth. (Thun Hoon, 20/11/14) Comment: Another firm that will have a small solar power plant – 2.6 MW means […]
Read More →AAV Thai AirAsia posts static Q3 load factor – Thai AirAsia (TAA) saw a slight fall in load factor in the third quarter, which it attributed to Thailand’s political situation and a sluggish economy. The country’s largest low-cost carrier still recorded a relatively high load factor of 82% for JulySeptember, down by one percentage point […]
Read More →AP AP reports presales of Bt21bn as purchasing power has recovered to support demand for property in downtown and near train mass transit. The company is preparing to launch Banklangmueng in Sukhumvit 77 and Rhythm “The Slow Collection” totaling Bt6.35bn. (Thun Hoon, 06/11/14) BEAUTY BEAUTY says 4Q14 will be good on seasonality. It expects revenue […]
Read More →It was in the news yesterday that PTT will most likely list their Retail arm, so here are the facts: As of 2013 they operated 1,382 stations They are looking to raise upwards of USD 2 bn The size of the IPO could beat BTS’s infrastructure fund, BTSGIF which was as USD 2.1 bn – […]
Read More →CPALL CPALL expects 8,100 7-Eleven branches in 2014from currently 7,900. It expects the Thai economy to continue to grow. The company is preparing to launch a large campaign in December. (Kao Hoon, 13/10/14) EASON EASON to focus on foreign markets by setting up factories in Vietnam and Indonesia and a trading company in Malaysia. The […]
Read More →CWT CWT expects 2014 revenue to reach Bt1bn. It is undertaking a study of the power business in hopes of starting a solar roof project with no less than 5-6MW in capacity. It expects this will help lower electricity costs for its factories and help increase revenue. (Kao Hoon, 09/10/14) Comment: I’ve been told by […]
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