Here’s the headlines from companies during the holiday period – no comments Stocks in the news (crd, itel, ktb, ktc, maco, meta, ocean, ptt, tasco) 24.12.18 CRD CRD expects many jobs next year, especially from private entities. Management targets revenue of Bt1.6-1.8bn next year from the expected Bt1.3bn this year. It expects backlog to reach […]

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ASAP ASAP expects 1Q17 net profit to reach Bt29mn, up 60%, brought by more cars for rent. It expects profit in 2Q17 to continue to grow. (Kao Hoon, 08/05/17) Comment: With KCAR becoming popular again (seems to happen 1x a decade) I’m not surprised to see that ASAP may benefit from additional news flow despite […]

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AMATA AMATA targets land sales of 1,000 rai in 2017. It expects performance to be supported by the ECC project. It plans to sell Bt4-5bn in assets to an REIT next year. It expects backlog to reach Bt4bn at the end of this year. (Kao Hoon, 30/11/16) Comment: It’s just been a continually disappointing performance […]

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BANPU BANPU expects 2Q16 earnings to be good backed by Hong-Sa power plant. It expects its 78.5MW solar farm in China to contribute revenue in 2H16. It plans to acquire more coal mines. (Thun Hoon, 30/06/16) Comment: I have this awful feeling in my stomach that banpu could pull a thai airways despite the #’s […]

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AAV AAV expects 2016 net profit to be over Bt1bn driven by 16.9mn passengers and an 82% cabin factor. It expects to get five A320 planes this year, with a goal of 70 airplanes in 2020. It expects to open new routes in CLMV, beginning with Luang Prabang. (Thun Hoon, 09/02/16) Comment: There is no […]

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AKR AKR expects 4Q15 earnings to be highest backed by Bt500mn in transfers which achieved 2015 target revenue. It expects 2016 revenue of Bt3.2bn (+60%) aided by government projects. It expects to get a 9MW PPA for an agricultural cooperative solar farm in December. It expects to get Bt4bn in electric transformer projects. (Thun Hoon, […]

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Names today: CEI, EE, GFPT, GLAND, HMPRO, JSP, MACO, NPP, PTTEP, RS, SCC, TAKUNI, TNDT, TPC CEI CEI plans to invest in property business through a subsidiary after it has completed restructuring its business model. It plans to open Townline Sattaheep Project, a 32 townhome project valued at Bt200mn. This project will focus on management […]

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BANPU BANPU plans to list subsidiary Banpu Power (BPP) on the SET in 1Q16. It targets an increase in electricity capacity from 1,878MW to 2,700MW to 4,000MW in the long term. (Khao Hoon, 09/09/15) Comment: This should change the value proposition in BANPU dramatically. BROCK BROCK is talking to three prospective partners to invest in […]

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AP AP expects Thailand economy to be impacted by China and US troubles but it believes public investment will keep the economy on track after cabinet reshuffle. AP has achieved presales of Bt19.88bn over the first seven months with Bt13.54bn backlog. It plans to launch Baan Klang Muang Rama 2 with selling price Bt7-9mn. (ASTV, […]

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ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]

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