AMATAV AMATAV was approved by Vietnam government to develop an industrial estate, Amata City Halong, on 4.4 thousand rai of land. The investment is expected to be around Bt50bn. (Thun Hoon, 3/4/18) Comment: This will come in stages over the decade. Although AMATAV can only own the land for 50 years if memory serves correct…. […]
Read More →GPSC GPSC expects 2018 earnings to make new high brought by full-year operation of IRPC-CP Phase 2 and BIC 2 power plant. It is going to propose a plan to expand its production capacity by 1,000 MW to the board in order to support investment in EEC; it expects this plan to finalize in 2018. […]
Read More →GUNKUL GUNKUL is partnering with Kenyor Solar Park Sdn Bhd to build 29.99 MW solar farm in Terengganu, Malaysia for Bt1.350bn. It expects to start commercial operations by December 31, 2020. It targets 2018 revenue to grow by at least 20%. (Thun Hoon, 23/02/18) IVL IVL targets five-year EBITDA (2017-2021) to reach US$2bn from US$1bn […]
Read More →BTW BTW says big projects received this year will grow revenue and earnings. It projects 2018 revenue growth of at least 10%. It currently has backlog of Bt900mn, of which 80% is going to be booked as revenue this year. It plans to bid for new projects worth approximately Bt7bn. It also plans to expand […]
Read More →COM7 COM7 is penetrating the gamer market, partnering with Sony Thai to sell game consoles, PlayStation 4, in 25 Banana stores. It believes this will underwrite future growth. (Khao Hoon, 20/12/17) FN FN targets 2018 revenue to grow by at least 10% from this year in tandem with increasing purchasing power. It has budgeted Bt245mn […]
Read More →ADVANC ADVANC reports 3Q17 net profit of Bt7.469bn, growing by 14% in tandem with the increase in total revenue, while EBITDA increased by 15% to Bt17.589bn because of effective cost and expense management. It plans to invest Bt5bn to expand its high-speed internet network. (Thun Hoon, 3/11/17) Comment: The news that 1) the NBTC set […]
Read More →BAY BAY reports 9-month net profit of Bt17.5bn increasing by 7.9% from last year as a result of an increase in interest revenue and revenue from fees. It believes loans will grow by 6-8% this year as the economy recovers. (Thun Hoon, 20/10/17) Comment: Shame about the free float, otherwise this bank would be trading […]
Read More →BCP BCP to invest Bt350mn for R&D, focusing on startup companies in order to drive future growth. (Thun Hoon, 8/9/17) Comment: An interview on BCP is coming, I was impressed by the developments and moves made by them over the past few years HMPRO HMPRO signals 3Q17 earnings will be better YoY due to a […]
Read More →BKD BKD to progress on new business plan. It says it expects 2H17 performance to be outstanding due to high season. It plans to get a new project worth Bt5bn. (Thun Hoon, 23/8/17) CPALL Jiffy to replace 7-Eleven at PTT stations. PTT Plc, the national oil and gas conglomerate, plans to start replacing 7-Eleven stores […]
Read More →CK CK gets a project worth Bt275mn. CK got the Srirat outer ring expressway project worth Bt275mn. This puts its backlog at Bt97.7bn. (Khao Hoon, 3/8/17) MACO MACO plans M&A deals both abroad and in Thailand. This is expected to be more clear in 4Q17. It plans to invest Bt150mn to change 30 LED boards. […]
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