AEONTS: 2Q21np (end of Aug20) at Bt 966m +82.3% qoq, +2.6% yoy, beats Bt 836m consensus, pays interim Bt 1.85 dps, XD Oct 19. Comment: A surprise for the market, people are still paying the minimum requirements on the loans/cards. Will this lead to more excitement into SAWAD and MTC? What about 2021 when the […]

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AOT approved AAV’s request to partially move its base from Don Muang to Suvarnabhumi, with initial 24 domestic flights, before extending to overseas flights by end of year. Comment: Now the future hordes of Chinese tourists will be at Suvarnabhumi.  BBL: Social Security Office cut holding by 0.0188% to 4.9903% of total outstanding on Tuesday […]

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AAV urges govt to roll out rescue package to save operation costs of airlines and tourism operators aside from tourism promo campaign as virus persist. Comment: Not sure why a private company should rely upon a government bailout… BCPG expects FY20-25 EBITDA growth above 75% driven by contribution of 2 power projects in Laos combined […]

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BCPG pays Bt5.3b for 69MW Hydro PP Nam San 3A in Laos. Court scraps order for Bt600m compensation payment from EXAT, to BEM. Comment: But they still won Billions regardless Transport Min to decide whether to allow CP Group more time to negotiate terms on high-speed train pj linking 3 airports, or call up an […]

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BCPG BCPG sold two solar farm projects in Japan with total electricity production capacity of 24.53MW to an infrastructure fund. It expects to book the Bt1.1bn proceeds immediately. It targets revenue growth of 15- 50% this year. It continues to set up power plants as planned and studying new investment in power plant projects. (Thun […]

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The key changes as of 30 Nov ’17 are as follows: MSCI GLOBAL STANDARD INDEXES THAILAND + none / – 1 (-) BEC MSCI GLOBAL SMALL CAP INDEXES THAILAND +5 / -6 (+) BEC, GGC, ORI, VNT & WHA (-) AIRA, GPSC, NYT, SCN, STPI, THRE

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ASN ASN targets telesales staff of in 2017 from 250 this year. It will submit its 3Q16 performance for board approval this week. It expects sales to grow from online insurance. It expects total insurance premiums to grow 20-25%. (Thun Hoon, 08/11/16) Comment: As a pure broker of insurance they’ll earn ~10% of what they […]

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AKR AKR expects 2016 revenue to grow 25% from 2015’s Bt2.11bn. It expects revenue to grow an average of 20% annually from 2017 because it is a leader in Thailand with 25% market share as well as numerous orders. It plans to take part in bids for public projects. (Thun Hoon, 11/10/16) BJCHI BJCHI plans […]

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BSM BSM expects 2H16 earnings to be good supported by high season. It expects to get Bt50mn in orders from Myanmar and Cambodia. It is confident that 2016 profit will be higher than last year and expects revenue of Bt700mn. It is negotiating with a partner to expand its business. (Thun Hoon, 12/07/16) BEW BEW […]

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A Areeya targets 2016 revenue of Bt7bn supported by its backlog of Bt2.34bn, of which will book Bt1.5bn this year. It has stock of Bt3.5bn. It expects sales of Bt10bn in 2016. It plans to launch 12 projects worth Bt20bn. (Khao Hoon, 10/06/16) Comment: Their stock price performance has one of the smoothest charts I’ve […]

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