ARROW ARROW expects strong 1Q15 earnings backed by rising revenue. It expects 20% revenue growth this year and has a chance to get one of the Red Line contracts value at Bt40mn. (Kao Hoon, 19/03/15) CPALL Subsidiary CP Retail Link Co., Ltd. expects 2015 revenue of Bt3.4bn or 15% YoY growth from last year and […]
Read More →EARTH EARTH expects higher region coal price to lift 1Q15 profit above Bt3.8bn. Management remains confident that its sales volume will reach 10mt in 2015 due to higher demand. It plans to acquire more mines with reserves of 40mt, conclusion by 4Q15. (Thun Hoon, 12/03/15) Comment: The owners have been pledging their shares for a […]
Read More →AOT U-Tapao to be developed for commercial use — The Transportation Ministry says that Airportd of Thailand (AOT) and U-Tapao airport will coordinate to develop U-Tapao airport for commercial aircraft and passengers. Currently, U-Tapao airport serves only charter flights with passengers at 100K/year, far below its capacity at 800K/year. They plan to sign an MoU […]
Read More →BANPU May not make provisions for lawsuit — BANPU may not set provisions for lawsuit by Siva after the Laos government found that BANPU has the right to terminate the contract with Mr. Siva. Management expects this case to take years before a decision is made. (Khao Hoon, 14/12/12) BTS BTS plans US$1.5bn IPO for […]
Read More →Just received this in my mailbox, its a rather nifty little infographic showing which publicly listed companies in Thailand will benefit from the recent issuance of 3G licenses to the telecom operators. Â Source: Not sure, if someone knows do inform me so I can credit them properly
Read More →Notable Transactions: BTS – The owner just bought THB 2.56 bn worth of shares BGH – The president continues to accumulate with another THB 20 mn worth of shares SYMC – Quite interesting to see a director of the board sell THB 20.5mn worth of shares. This company has secure cashflows for the next 10 […]
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