BIG BIG aims for full-year revenue growth of 10-20%. It is holding Big Camera Festival 2017 to boost 2Q17 revenue. (Thun Hoon, 30/03/17) Comment: Potentially Q1 and Q2 could show decent YoY numbers but I doubt there’ll be anything explosive unless there is a new business plan that the management team has in mind CK […]
Read More →AAV AAV expects 1Q17 performance to be good on seasonality. It expects load factor to hit 86% against its full year target of 84% with passengers of 19.5mn. It plans to increase both domestic and international routes to handle the CLMV market. (Thun Hoon, 06/0 3/17) AMATA AMATA expects to benefit from high demand from […]
Read More →AMA AMA expects to finish the deal to buy a second ship within 2Q17 and expects the ship to be in service in April. This will increase 2017 capacity to 72,000 tons from currently 46,000 tons. It targets 2017 revenue growth of 50%, backed by recovery in shipping. It plans to invest in the logistics […]
Read More →ADVANC ADVANC decreased its payout ratio from 100% to 70% to support its financial statement. Its 2016 net profit was Bt30.66bn, down 22% because of higher expense. (Kao Hoon, 06/02/17) Comment: No surprises here. We are curious to see how much more they’ll spend on marketing campaigns. ARROW ARROW expects profit to record a new […]
Read More →ABC ABC plans to focus on E-Payment and expects to sign a contract with a financial institution and its partners. It plans to provide “ABC Payment service†to boost its fee income and 2017 revenue. (Kao Hoon, 23/01/17) BCP BCP’s board approved in buying 50mn capital increase shares of Lithium America Corps (LAC) via its […]
Read More →AMARIN AMARIN plans to increase capital by 200mn shares, priced at Bt4.25/share, privately placed with Wattaana Pakee Co., Ltd., which will be a major shareholder. It expects this to give it fullservice media business potential and make it ready for AEC. (Thun Hoon, 28/11/16) Comment: And that has made the stock price shoot through the […]
Read More →AGE AGE plans to increase export portion to reach 30% supported by orders from China and a JV with a partner in Vietnam. It expects 2017 sales growth of 20% from 2.2mn tons this year. It expects 2017 revenue will better than 2016 thanks to coal price recovery and more orders. (Thun Hoon, 28/10/16) ALLA […]
Read More →ABC ABC expects to end presales of “ABOVE Sukhumvit 39†at more than Bt2.5bn in 4Q16. (Kao Hoon, 12/10/16) AMA AMA is ready to submit its filing to the SEC to list on the mai and expects an IPO of 108mn shares. It plans to increase its fleet and liquid transport vehicles in Thailand and […]
Read More →BAY BAY expects 2016 auto leases to reach Bt133bn. It has raised its loan target to Bt279bn after expanding its services to the eastern part of the country. (Thun Hoon, 16/09/16) Comment: The moment that BAY increases the free float i wouldn’t be surprised to see the stock price increase based purely upon fund flow […]
Read More →A A expects 2016 net profit to mark a record high despite the slowdown in 2Q16 sales. It plans to launch 3-4 new projects, valued at Bt2bn. It expects 2016 sales to reach Bt6bn. It targets revenue to hit Bt10bn within three years. (Thun Hoon, 29/07/16) Comment: It is rather incredible how this property developer […]
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