BCPG-BTS BCPG and BTS are partnering with four parties to establish an industrial estate, Smart Park, in Map Ta Phut. BCPG will develop the utilities and green energy in the industrial estate, while BTS will develop the internal logistics system. (Khao Hoon, 08/02/18) Comment: More and more competition in the area, whilst AMATA and WHA […]
Read More →BEAUTY BEAUTY plans to expand to Russia and India as it has a positive view on beauty market growth. It expects to finalize the plan in two years. It targets 2022 revenue of Bt10bn with Bt4.29bn in 2018. It projects market capitalization of at least Bt100bn, as it plans to continuously expand its business both […]
Read More →AAV Srivaddhanaprabha family sold back 1,761.58mn or 36.30% of AAV shares to Mr. Tassapon Bijleveld FOR Bt4.70/share, which give it a profit of approximately Bt880mn. After the sale, Mr. Tassapon holds 41.32% and is going to do a tender offer, pricing the shares at Bt4.70. (Khao Hoon, 28/12/17) Comment: Wait they did what? Why buy […]
Read More →CENTEL CENTEL has budgeted Bt1.2-1.5bn to add more stores and to invest in hotels and it plans to continue making new deals to acquire businesses. It projects 2018 occupancy rate will be at least 82% and revenue from its food business will grow by 7-8%. (Thun Hoon, 21/12/17) CK CK is going to bid for […]
Read More →AMA AMA targets 2018 revenue to grow by 30%, as it plans to add two more ships and 30 trucks in response to the growth in the industry. It believes 4Q17 results will be outstanding from high season, which will lead 2017 revenue to make new high at Bt1.5bn. (Khao Hoon, 29/11/17) ANAN ANAN says […]
Read More →AMATA AMATA is going to budget Bt1bn to buy more land in EEC area and plans to raise utilities prices, which will lead 2018 revenue up from this year. It believes 2017 revenue will reach target after achieving Bt3.94bn revenue in 9M17. It currently has backlog of Bt1.96bn and will gradually book revenue from Thai-Chinese […]
Read More →BTS BTS targets 2019-21 revenue to grow by 25-30% on average from 2017, grounded in solid gains in its skytrain, advertising and real estate businesses. It will book an extraordinary gain of Bt2bn after completing the transfer of property, which it expects to finish in March 2018 . (Thun Hoon, 21/11/17) Comment: And if more […]
Read More →BA BA reports 3Q17 loss of Bt157.28mn, on a fall in average revenue per passenger of 10.1% from intense competition in the industry. (Thun Hoon, 17/11/17) Comment: Every airline posted another quarter of poor earnings, but if oil goes the way I think (i.e. down), every player should be benefit BR BR plans to expand […]
Read More →BEAUTY BEAUTY targets 2018 revenue growth of 20% from 2017 to Bt3.1bn. It also plans to further expand its business overseas, with plans finalized by the beginning of 2018. It reports 3Q17 earnings of Bt348.20mn, growing by 65.61%, on higher sales and margin. (Thun Hoon, 14/11/17) Comment: Just astounding #’s FSMART FSMART reports 9M17 earnings […]
Read More →COM7 COM7 reported 3Q17 earnings of Bt150mn, growing by 66% with revenue of Bt5.529bn, up 39.80%, backed by an increase in distribution channels and the launch of a marketing campaign. (Thun Hoon, 10/11/17) Comment: That’s impressive numbers from COM7 FTE FTE reports 3Q17 earnings of Bt40mn, up 90%. It announced a dividend of Bt0.07/share, XD […]
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