ALT ALT won its lawsuit: the court held that the other party to the contract has to pay compensation of Bt13.5mn per month. (Thun Hoon, 07/10/16) ARIP ARIP expects 4Q16 earnings to record a new high supported by high season. It has a big project at the end of the year which it expects will […]
Read More →AQ AQ sold 100% of AQ ALIX which generated revenue of Bt670mn. It plans to launch a new housing project at the end of 2016. (Kao Hoon, 14/09/16) BCPG BCPG set its IPO price at Bt10, the top in the price range, in response to good institutional investor interest. It expects to trade in September. […]
Read More →AOT AOT opening bidding for four contracts for Suvarnabhumi Phase ll. It expects to solicit bids for two contracts this year and will sell the bidding documents in October. It expects to raise its passenger capacity to 60mn passengers per year from 45mn passengers per year now. (Thun Hoon, 13/09/16) Comment: Having just returned from […]
Read More →AAV AAV’s load factor was a high 85% in 1H16. Fares are also rising and jet fuel prices falling. It plans to open new routes in 2H16. It wants to cooperate with AOT to develop Don Mueang Phase 3 which will increase capacity to 40mn/year from 30mn/year. (Thun Hoon, 23/08/16) Comment: I do wonder if […]
Read More →AH AH expects 2016 revenue to grow 5% from last year’s Bt15.1bn due to large orders. It will pay a dividend of Bt0.33/share, XD on Aug 26, PD on Sep 9. (Thun Hoon, 18/08/16) Comment: And the company has been doing share buybacks for the past few months  ARROW ARROW expects 2H16 earnings to […]
Read More →AKP AKP reported 2Q16 net profit of Bt18.08mn, up 61.6% YoY. It expects 2H16 performance to achieve its target. (Thun Hoon, 11/08/16) BCH BCH expects 2H16 earnings to be good supported by a faster breakeven at WMC than expected. It plans to increase Social Security clients to 800,000. It expects 2016 revenue to grow no […]
Read More →AOT AOT expects 3Q16 earnings growth of 16.3% YoY supported by tourism recovery and low oil price. It expects to benefit from competition between low-cost airlines. (Thun Hoon, 27/07/16) BCP BCP expects 2016 EBITDA from retail business grow to Bt3bn supported by low oil price. It has budgeted Bt15bn to expand and renovate its petrol […]
Read More →ANAN ANAN will hold a roadshow in Singapore. It targets 2016 revenue of Bt15.6bn thanks to high demand. It plans to launch Bt18.7bn in new projects, raising its backlog from Bt38.5bn and covering revenue through 2017. (Thun Hoon, 07/06/16) Comment: Perhaps the hardest hit name post the draft bill re property  BCH BCH expects […]
Read More →ADVANC ADVANC and TOT set to launch service under a joint trial – ADVANCED Info Service and TOT are expected to sign a contact signalling the launch of a joint-trial commercial service on the state agency’s 2.1 gigahertz spectrum shortly after the reauction of a 900 megahertz licence on Friday, Information and Communications Technology Minister […]
Read More →AOT AOT expects 2QFY16 earnings to peak backed by 197,913 flights (+9.4%) and 32.3mn passengers. It expects 389,272 flights in 1HFY16 (10.6% growth) and 61.2mn passengers. (Khao Hoon, 26/04/16) Comment: It’s just incredible, time to start a pool on when passengers hit 100 mn AQUA AQUA will pay dividend of 100% of profit with Bt900mn […]
Read More →