Names today: AIRA, AJD, AIRP, CK, GLOBAL, J, JWD, KKC, KTC, ML, PDF, PLANB, PTTGC, SC, SPI, STA, TOG AIRA The company targets private loan portfolio of over Bt2.5bn in 2016. It has opened four new branches this year and plans to reach total of 15 branches next year, with an additional 50 booths in […]
Read More →The Philippines would be a bankrupt country if it weren’t for 2 factors 1) The 2-3 million overseas Philippino’s sending their money back home (OFW’s) to support their families – according to the Philippines Statistics Office*, Overseas Filipino Workers During Six Months Prior to the 2013 Survey by Area, transferred 163 billion pesos, that is ~USD 3.6 […]
Read More →BKD BKD expects 3Q15 revenue to be higher than 2Q15. It expects to be awarded projects valued at Bt1.3bn in 4Q15. It expects 2015 revenue of Bt1.3bn as Bt2.5bn in backlog is expected to be booked. It targets 20% revenue growth next year. It plans to launch a property project in 2Q16. (Khao Hoon, 26/08/15) […]
Read More →AMATA AMATA expects to sell 200 rai of land in 3Q15. It plans to sell assets in Vietnam to AMATAR. It plans to hold a roadshow for AMATA VN around Oct-Nov, with listing on the SET in 4Q15. It is budgeting Bt2bn to invest in industrial estate Amata Vietnam. (Khao Hoon, 21/08/15) Comment: I personally think AMATA […]
Read More →AJD AJD and CTH plan to sell set-top boxes for Premier League football. They target Bt338mn in sales (200,000 set top boxes) within one year. It expects membership fees to drive revenue growth to 50%. (Khao Hoon, 18/08/15) Comment: CTH desperately needs to find a way to make money from its PL licenses, they are […]
Read More →AIS AIS pushes for joint venture with TOT, Mobile leader wants to rent telecom towers – Mobile leader Advanced Info Service Plc (AIS) has submitted a joint-venture proposal to TOT Plc to operate telecom tower sites after its mutual second-generation (2G) mobile concession expires next month. (Bangkok Post, 10/8/15) Comment: Well they need it given […]
Read More →AKR AKR is seeing demand recovery. It expects 2Q15 profit to be positive backed by revenue recognition. It expects 3Q15 earnings to mark a record high. It is ready for an upcoming bid for the MEA valued at Bt2bn. It expects 2015 revenue will hit target growth of 10% aided by huge orders for solar […]
Read More →BJCHI BJCHI expects 2Q15 earnings to be better than 1Q15 benefitting from FX gain. It expects 2H15 earnings to increase aided by backlog from Petrobras, worth Bt1.3bn and new projects from TUPI BV, valued at Bt5.4bn. It expects 2H15 net profit of Bt800mn. (ASTV, 20/07/15) Comment: We do wonder aloud, weakening thb, which other export […]
Read More →ADVANC ADVANC expects to be a leader in broadband business by partnering with TOT; this is expected to be concluded in 3Q15. 2H15 revenue is expected to mark a record high thanks to seasonality. Subsidiary AWN is preparing to participate in the 4G auction. (Thun Hoon, 03/07/15) AIRA AIRA expects 10-20% revenue growth this year, benefitting from […]
Read More →ABC ABC expects to report net profit in 3Q15 after a loss of Bt32mn, with revenue of Bt3bn. It plans to expand to E-commerce by launching an application with a credit card point redemption campaign. (Khao Hoon, 26/05/15) Comment: I still have extreme doubts on ABC’s business, perhaps they’ll allow us to redeem credit card […]
Read More →