AAV AAV’s load factor was a high 85% in 1H16. Fares are also rising and jet fuel prices falling. It plans to open new routes in 2H16. It wants to cooperate with AOT to develop Don Mueang Phase 3 which will increase capacity to 40mn/year from 30mn/year. (Thun Hoon, 23/08/16) Comment: I do wonder if […]
Read More →ASK ASK expects revenue and loan growth of not less than 15% on seasonality. It plans to issue a debenture to replace the old one of Bt7.3bn that is expiring. (Thun Hoon, 10/08/16) Comment: It’s more likely that the continued improvement will come from decreased financing costs BLA BLA reported 2Q16 net profit of […]
Read More →ACAP ACAP plans to expand to Cambodia and Myanmar via subsidiary “Capital OK” and expects to conclude the deals this year. It targets loans to reach Bt3bn after reported 1H16 loans of Bt2.1bn. It plans to issue a new debenture worth Bt600mn in 4Q16. It expects to list a subsidiary on the SET. (Thun Hoon, […]
Read More →AEONTS AEONTS expects 2016 loan growth to be better than last year. It plans to expand its credit card customer base by launching a marketing campaign. It targets to acquire 360,000 new cards. (Thun Hoon, 21/06/16) BCP BCP says oil sales in the first five months reached 2bn liters. It expects to reach 6bn liters […]
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 →ACC ACC’s shareholders have approved 300mn share capital increase, at par Bt0.25 with warrant at a ratio of 4:1 and an exercise price of Bt1.25. It will use the funds for business expansion. It expects 2016 revenue to turn around on the back of alternative energy and property business. Its power plant business has already […]
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 →AGE AGE plans to invest in Vietnam this year to meet high demand. It has budgeted Bt40-50mn to invest in new plants after seeing substantial local orders. It expects to focus on SME segment. It expects 2016 revenue growth to achieve its target of 10-15%. (Thun Hoon, 26/01/16) Comment: And they should be announcing something […]
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 →AH AH expects 2015 revenue of Bt15.3bn with net profit growth of 3% on growth in the automotive sector. It targets revenue of Bt30bn in five years with 10% gross margin. It is talking to partners in India and Europe which is expected to be finalized soon. (ASTV, 10/12/15) Comment: Still don’t see any real […]
Read More →