APURE sees big jump this year from strong sweet corn, fresh fruits & vegetables exports thanks to surging demand for home cook, sees healthy margins from high utilization rate. BEAUTY sets 5% revenue growth target this year with >5% net margin, on three strategies, re-structure, re-new, and re-model. IVL sets to double its EBITDA by […]

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CPALL sets to boost overall 7-11 stores to 13,000 by next year. CPN sets Bt400m promo budget to boost traffic in malls by 20%, hoping that overall this year would be close to 95%. MAJOR may see recovery in 4Q on cost control, and turn profitable again next year from lineup of blockbuster films throughout […]

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BA seeks to expand codeshare partnership with partner in Asia to expand international routes at lower costs, expects to resume CLMV flights from October. Comment: I’m flying overseas next month. This virus crap is finished. BTS & VGI associate co., Kerry Express (TH), expand same day parcel delivery service for BKK and vicinity, add discount […]

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BAY added 3 features, digital account opening, online travel insurance service and e-marketplace (promo campaign) to KMA mobile app to double vol of active users. Comment: And then once the banks have hooked us onto their apps will they begin to charge fees? EA denies chatter that Taxi Co-op had cancel order for 3,500 EV, […]

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BA has named South Korea’s Lotte as its partner to vie for concessions to operate duty-free shops at BKK’s main airport and 3 regional ones. Comment: Lotte has been vying for a spot in Thailands duty free market for years just look @ the mall they invested in next to RCA BGRIM sees erngs bottom […]

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CKP reaffirms solid 1Q from higher power generation efficiency at Nam Ngum 2 hydro powerplants in Laos and full quarter contribution of 2 co-gen powerplants in Ayudhaya (BIG phase 1&2) 118 & 120mw, 1,285mw Xayaburi hydro powerplants in Lao to cod in October, will book 37.5% revenue sharing from the investment, target 8-10% revenue growth […]

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DOD DOD is preparing for 3Q18 budget approval. It expects growth in 4Q18, supported by increase of OEM orders It expects revenue to be strong this year and it is preparing to set up a second raw material extraction plant in November-December. (Kao Hoon, 17/10/18) DTAC DTAC subsidiary DTN submitted a bid for 900Mhz spectrum […]

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BM BM expects 3Q18 results to be outstanding, supported by new orders. It is confident that revenue will grow by 10-20% to reach Bt1bn. Backlog is Bt500mn, all of which will be booked as revenue this year. It plans to launch a new product. It was awarded a project bid from DTAC to set up […]

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ASEFA ASEFA expects 2H18 results to be better HoH supported by high season, but it admits that 2018 earnings growth will come in below target of 15%. Current backlog is Bt2.06bn and 60% of backlog is expected to be booked as revenue this year. It plans to bid for projects with total value of Bt3bn. […]

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AMA AMA is going to buy two ships for Bt800mn to raise its capacity to 100,000 dwt from the current 80,000 dwt. It expects revenue will grow by 30% and plans to hedge Thai baht currency risk. (Thun Hoon, 9/11/17) Comment: Only trading at 50x PE, why not. CPN CPN reports 3Q17 net profit of […]

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