A A plans to open new projects worth Bt6bn to bring its backlog to Bt1bn. It expects 2016 revenue to grow 30% from Bt4.45bn last year, supported by more transfers. (Thun Hoon, 29/08/16) Comment: One of the most stable stock price charts I have ever seen AKR AKR expects 3Q16 to turn to profit […]
Read More →SCI Electric Plc was listed on the Stock Exchange of Thailand in October last year. CEO Kriangkrai Pheanvitayaskul discusses the company’s strategy and outlook. Please explain SCI’s history. SCI started 50 years ago, focused on electrical power systems. Over the years as Thailand developed, specifically with the industrial estates and development zones such as Map […]
Read More →AOT AOT plans to open bidding for the APM system at Suvarnabhumi valued at Bt3bn in midJune. It expects to finish the deal in October 2016. (Khao Hoon, 06/06/16) Comment: AOT has been very quiet recently in terms of their expansion plans. AP AP got revenue of more than Bt8.55bn, up 20%, in five […]
Read More →ADVANC ADVANC is now left as the only applicant in the running to take part in the upcoming reauctioning of a 900MHz licence. (The Nation, 18/05/16) Comment: It should be an uneventful auction… ASEFA ASEFA expects 2016 revenue to grow 15-20% on the back of Bt1.7bn backlog. It expects this to cover revenue till […]
Read More →AAV AirAsia mulls Thai hub – AirAsia, the continent’s largest no-frills airline group, is keen to boost its position in Thailand with the relocation of its regional nerve centre from Indonesia to here. In a discussion with Prime Minister Prayut Chan-o-cha yesterday, AirAsia chief executive Tony Fernandes said the group would also like to build […]
Read More →Notable Transactions Buy(s) – THB 344 mn BDMS – And he’s still buying ! This time another THB 279 mn worth of shares IFEC – Well they seem to trying to turn this into a “buy whatever we can” company Sell(s) – THB 994 mn JWD – Already in the news that this was a […]
Read More →Notable Transactions Buy(s) THB 337 mn SCI – This part of the transaction looks to be a switch between shareholders IFEC – No idea what K. Wichai is doing buying @ 7.29 and selling @ 7.20 Sell(s) THB 802 mn SCI – See above, plus there was news that 2 funds bought 5% of shares […]
Read More →ANAN Taiwan fund is interested in investing in ANAN. A decision is expected soon. The company plans to issue a debenture worth Bt1bn to support business. It plans to launch a new project worth Bt19bn to increase its backlog to Bt37bn. (Thun Hoon, 20/04/16) Comment: More curious about the recent perp bond they’ve announced than […]
Read More →AJD AJD targets top-up machines of 50,000 at the end of this year after yesterday reaching 10,000 machines. It plans to offer more services via its top-up machines in 2H16, such as ordering merchandise from the 7-Eleven catalog, insurance payments, etc. (Khao Hoon, 20/14/16) Comment: We still have our doubts on their ability to execute, […]
Read More →AIT AIT sets 2016 revenue target growth at 10% from Bt5.1bn in 2015 supported by its backlog of more than Bt3bn and government projects. It plans to start a data center project within 2Q16. (Kao Hoon, 25/03/16) APCO APCO sets 2016 sales target at Bt450 or growth of at least 10% and maintain gross margin […]
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