ADVANC ADVANC made ITS first payment of Bt8.6bn with A Bt72.3bn bank guarantee for 900MHz. It expects to handle 2G clients before being shut down. It expects higher earnings from less expense of Bt4bn. (Khao Hoon, 29/06/16) Comment: There’s a lot of analysts expecting 2Q16 to be the peak for ADVANC earnings for the next […]
Read More →AIT AIT has backlog of Bt2.73bn, which it expects to realize in two years. It plans to bid for new jobs worth Bt18bn and expects to get at least 45-50%. It plans to expand its Data Center project with a partner with a budget of Bt800mn. It is negotiating with a partner to add new […]
Read More →AAV AAV expects 2Q16 earnings continue to be good supported by passenger growth and lower oil price. It plans to open four new routes. In 1Q16 earnings was over Bt1bn due to high season. (Thun Hoon, 24/5/16) AP AP launched two new condominiums valued at Bt3.64bn. Presales will be held on June 4-5. It targets […]
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 →A A targets 2016 revenue of Bt7bn compared to 2015’s Bt5.43bn thanks to large orders. It plans to launch Bt20bn projects, raising backlog from Bt2bn and covering revenue through 4Q16. It is budgeting Bt600mn to buy land for new projects. (Thun Hoon, 01/04/16) Comment: This relatively small property developer has been on my radar ever […]
Read More →B90bn set aside to aid rural areas — The government is poised to earmark 90 billion baht to support local development and ease the impact of the drought and slowing economy in rural areas. (Bangkok Post, 18/3/16) 2-in-1 strategy in bid to ease new tax pain – Draft bills on the new personal income tax […]
Read More →AIT AIT is talking to A prospective partner to provide data center service. It expects this to need Bt400mn capital investment. It plans to ask board approval in April. It plans to take part in Bt10bn public bids, of which it expects to get 40-50%. (Khao Hoon, 25/02/16) Comment: They’ve come out saying a few […]
Read More →ASIMAR ASIMAR expects 2015 net profit of Bt120-130mn after achieving Bt102.2mn in the first nine months of the year. (Thun Hoon, 05/01/16) COM7 COM7 expects tax incentives to help revenue grow more than 25%. It expects 4Q15 sales to be good because it has 300 branches and many products for sale, including iPhone 6s and […]
Read More →AKR AKR expects 2016 revenue to reach a new high of Bt3.2bn backed by a 20MW solar farm in a government unit. It expects revenue from solar farms to comprise of 35% of total revenue from 10% this year. It plans to take part in bidding for the Bt4bn electric transformer project next year. (Thun […]
Read More →AP AP and Mitsubishi launched Life Pinklao project, valued at Bt3.1bn on Nov 21. It expects this to achieve presales of 40% by this year. It expects this to support demand for premium condo in this location. (Khao Hoon, 09/12/15) BEAUTY BEAUTY expects 4Q15 earnings to peak on seasonality and large orders. It expects 2015 […]
Read More →