APCO APCO to do a PO of 28mn shares. The proceeds will be used to develop BIM Healthcare this year. It also plans to move to the SET early next year. It is confident that net profit this year will grow no less than 60%. (Kao Hoon, 14/08/14) Comment: With such a performance i too […]

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AIT AIT said 2Q14 earnings were good – results will be out sometime this week. It expects to receive more government work in 3Q14. Management is confident that revenues this year will reach its target of Bt6.2bn supported by backlog of more than Bt5bn. It will also start booking revenues from its join venture business. (Kao Hoon, 04/08/14) […]

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CENTEL CENTEL maintain revenue target this year of Bt19bn, growth of 8-9% from last year. It is confident that occupancy rates in the second half will be better due to seasonality. It also expects to sign management contracts for 4-5 more hotels this year and invest Bt600mn to develop a hotel in Samui and Pattaya. […]

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BECL BECL reports traffic cut by curfew. Its traffic volume contracted 2.5% in May and is expected to be negative in 2Q14. It expects traffic growth of 0.5% in 2014. (Khao Hoon, 10/06/14) Comment: This along with the “black market” businesses are all hurt by this curfew in Bangkok BJCHI BJCHI is waiting on results […]

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 BH/BJCHI/MEGA/NYT/TTCL MSCI will be calculating BH in its MSCI Global Standard starting May 30, while BJCHI, MEGA, NYT, and TTCL will be calculated in the MSCI Global Small Cap. (Khao Hoon, 16/05/14) Comment: Fantastic news for all companies involved especially the new ones BJCHI n MEGA‎ BKI BKI reported net profit of Bt627mn in 1Q14 and pay DPS […]

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