AIT AIT has backlog of more than Bt3bn. It plans to bid for new jobs from both the government and private entities. It plans to announce a partner with which it will engage in data center operations in August. It is confident that 2016 revenue will reach Bt5.7bn. (Thun Hoon, 15/07/16) Comment: Well then who […]
Read More →BSM BSM expects 2H16 earnings to be good supported by high season. It expects to get Bt50mn in orders from Myanmar and Cambodia. It is confident that 2016 profit will be higher than last year and expects revenue of Bt700mn. It is negotiating with a partner to expand its business. (Thun Hoon, 12/07/16) BEW BEW […]
Read More →A Areeya targets 2016 revenue of Bt7bn supported by its backlog of Bt2.34bn, of which will book Bt1.5bn this year. It has stock of Bt3.5bn. It expects sales of Bt10bn in 2016. It plans to launch 12 projects worth Bt20bn. (Khao Hoon, 10/06/16) Comment: Their stock price performance has one of the smoothest charts I’ve […]
Read More →BANPU BANPU to have BPP invest in solar farms in China and Japan. It expects to increase capacity to increase revenue in 2017. The coal business continues to be good. It plans to acquire another mine and to invest in renewable energy to replace coal, such as water and solar. It expects to increase capacity […]
Read More →ADVANC ADVANC has confirmed that it will be bidding for the 900MHz on May 27 with a bid of Bt75.65bn. (Kao Hoon, 25/5/16) DTAC DTAC unfazed by more 4G competition — The country’s second-largest mobile operator shrugged off increased competition from its rivals, saying that Advanced Info Service (AIS) and True Move will also face […]
Read More →AOT AOT has revised up its five-year investment plan from Bt140bn to Bt170bn. It expects nonaeronautical revenue to comprise 50% within three years. (Thun Hoon, 29/04/16) BBL NBTC seeks more info from BBL on Jas’s failure to pay licence upfront fee – THE NATIONAL Broadcasting and Telecommunications Commission will ask for more information from BBL […]
Read More →BAY BAY expects auto loans to grow 3% to Bt262bn despite a slowdown in new loans. It is looking for a partner to expand into loans for used cars. (Thun Hoon, 27/04/16) Comment: I can see BAY actually taking away market share from TCAP in this. BJCHI BJCHI will pay dividend of Bt0.5/share, payment on […]
Read More →BDMS BDMS sets 2018 revenue target to reach Bt100bn supported by foreign customers. In 2016, It budgets Bt6bn to renovate its hospital and buy medical equipment. (Khao Hoon, 22/04/16) Comment: Given the way that Prasert continues to buyback shares in BDMS he must have a lot of faith in the business’ ability to grow from […]
Read More →EASTW EASTW expects 2Q16 net profit to be peak because of seasonality. It expects 2016 revenue to grow 5% from 2015’s Bt4.65bn brought by continuous demand growth. It plans to list its subsidiary by 4Q16. (Thun Hoon, 19/04/16) Comment: We’ve been waiting for this UU IPO for quite a while now. GOLD GOLD is talking […]
Read More →AOT AOT to put Suvarnabhumi airport phase 2 up for auction, This project is valued at Bt16.7bn (Khao Hoon, 23/3/16) BJC Berli Jucker Plc’s (BJC) shareholders okay buying BIGC. Shareholders have voted in favour of a $6.2 billion acquisition of hypermarket operator Big C Supercenter Plc from France’s Casino Group, sources told Reuters. (The Nation, […]
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