ADVANC ADVANC expects 1Q16 earnings to drop to Bt9.26bn, down 6% because of the higher expense of Bt3.5bn needed to keep its 2G subs. (Khao Hoon, 05/04/16) Comment: Part of expectations to an extent however the question how comes how/why/when would they bid /receive the spectrum that JAS failed to pay for AIRA AIRA plans […]
Read More →ADVANC ADVANC has budgeted Bt7bn to expand to fixed broadband and plans to be a big player within 3-5 years. It expects 2016 revenue to be close to 2015’s Bt156bn with EBITDA growth of 37- 38%. It guarantees a dividend of 100% of net profit. (Thun Hoon, 08/03/16) Comment: 1) I think the news meant […]
Read More →ABC Asset Bright is expanding its business. It is preparing to open “ABC Pet World”, the biggest pet shopping center in Thailand, hopefully in 3Q16. It sees the pet market as valuated at Bt20bn with annual growth of 10-15%. (Khao Hoon, 18/2/16) Comment: Perhaps instead of me mocking ABC continuously I should be supportive of […]
Read More →GLOBAL GLOBAL’s 2015 net profits grow 20% from last year’s Bt701mn, driven by numerous orders. It targets 2016 revenue to grow 10%. A plan to invest in Myanmar will be finalized within 1H16 (Thun Hoon, 17/2/16) Comment: And yet they still have one of the worst inventory turnover’s I’ve seen… KCE KCE’s 2015 net profit […]
Read More →COM7 Local institution is interested in COM7 shares because of its strong fundamental. It plans to invest in Hobby Plus to increase revenue. It targets 2016 revenue growth of 15% aided by focusing on online market and expanding its customer base. (Thun Hoon, 15/01/16) Comments: It’s been on a tear in the past few months, […]
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 […]
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