BM BM is preparing for government infrastructure auctions worth billions of baht. It plans to revise up revenue growth to over 20%, driven by many orders. It has backlog of Bt300-400mn. (Khao Hoon, 24/4/18) DNA DNA to cooperate with a big bitcoin mine in China to manage efficiency there with revenue sharing from “digging†coins […]
Read More →BIZ BIZ to join auctions of government and private organizations, aiming to get projects worth Bt200-300 in portfolio. The current backlog is Bt1.46bn. It aims to hit sales growth of 10% this year. Recently, shareholders approved paying dividend of Bt0.08/share. ( Thun Hoon, 23/4/18) CK CK is planning to join three auctions valued at Bt4.3bn. […]
Read More →Its rather obvious to to see that unless you’re in energy names you are lagging the market.
Read More →Notable Transactions Buy(s) THB 288 mn RS – And he still continues to buy, this time to the tune of THB 250 mn, what am I missing here? Any ideas out there? BTS – And a continued buying spree by the founder Sell(s) THB 2.8 mn N/A
Read More →Ministry of Finance told World Bank that the new Public Procurement Act is not a barrier to government investment, claiming that the international standards in the Act can save around Bt30bn for the country. (Matichon, 18/4/18) Thailand approves tax incentive plan to encourage bank mergers. Thailand’s Cabinet approved a plan on Tuesday to offer tax […]
Read More →ABM ABM said 2Q18 earnings are expected to be strong, driven by a lot of orders. It expects sales in the quarter to surge 30%, reaching Bt22bn/month from 1.4-1.5 Million tons/month. (Khao Hoon, 20/4/18) BIZ BIZ’s shareholders approve dividend of Bt0.08/share. The payment date is May 9. It has current backlog of Bt1.46bn, with recognition […]
Read More →BA BA to service air charters between Koh Samui and major Chinese cities, which it expects will drive load factor to 70%. It plans an aviation kitchen in Chiang Mai as well as a maintenance office. It targets greater than 5% revenue growth in 2018 and is not concerned about higher oil prices since it […]
Read More →BEAUTY BEAUTY says 1Q18 earnings were outstanding, driven by sales via every channel. It just signed a contract with a representative in China and expects to sign on two more representatives in 2Q18. (Khao Hoon, 18/4/18) Comment: And the company still confounds me with its ability to keep growing BRR BRR to invest Bt600mn to […]
Read More →AAV AAV targets passenger growth of 18% this year to 23.3mn. Load factor is expected to reach 87%, driven by tourism growth. It will accept delivery of four new airplanes this year to add to its 59-strong fleet. (Thun Hoon, 17/4/18) Comment: Which will mainly come from China BIG BIG says earnings this year will […]
Read More →Notable Transactions Buy(s) THB 124 mn RS – Odd after selling shares he’s buying back GULF – The major shareholder, director, founder, has been continuously buying back shares. Sell(s) THB 7 mn N/A
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