BTS BTS too book ~Bt1.5bn revenue from NPARK if NPARK sells the 20 rai of land at Onnut with market value of Bt3.2-4.0bn to an international school. It hopes to book the gain in 2Q15. (Khao Hoon, 17/2/15) EA EA to start commercial operations of its 90MW-solar farm in Lampang today. This new solar farm […]
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 →ADVANC ADVANC announced the dividend payment in 2H15 Bt5.96/share, raising the full year dividend to Bt12/share. This year, it targets revenue growth of 3-4%. It has budget of Bt40bn to expand 3G, fiber optic and broadband. (Kao hoon, 6/2/15) CRANE CRANE will propose board to pay dividend more than 50% within 1Q15, following from the […]
Read More →AI AI confident that net profit this year will grow by 200% driven by strong performance from subsidiary AIE and AI’s earlier investments that are expected to help lower costs by 20%. Revenue this year is expected to hit its target of Bt9bn. (Kao Hoon, 23/01/15) Comment: These are impressive numbers come out of AI, […]
Read More →AOT Waiting for cabinet approval — AOT is waiting for cabinet approval of the backup runway project with Multi-Function Terminal with an investment budget of Bt48bn. The PM has confirmed that the government wants AOT to set up an infrastructure fund to help finance its projects. The company’s board meeting will be held on January […]
Read More →ARIP ARIP expects higher net profit and revenue from 2014 after it has readied itself to support digital content. It also said that its acquisition plan has been concluded. (Kao Hoon, 05/01/5) Comment: Well hopefully, they’ve lost money in 2014, and I have no idea what acquisition plan they are referring to. CRANE CRANE will […]
Read More →CBG CBG closed at Bt32.50/share, above its IPO price of Bt28/share. The company plans to lead the energy drink market within five years and expects revenue of Bt10bn in 2017. (Kao Hoon, 24/11/14) Comment: We still think its going to trade in a similar manner to ICHI for the next few months CHO CHO reports […]
Read More →BKD BKD to book Bt400mn of current backlog in 4Q14. It is confident that revenue for the year will exceed its target of Bt1.1bn. It expects to know the bidding results of a new project worth Bt1bn this year. It has set a five-year plan targeting revenue growth of at least 20% per year. (Kao […]
Read More →BRR Ready for IPO — BRR is ready to sell 169mn shares in an IPO. It is expected to finalize the offering price on October 27, 2014. It plans to be listed on the SET on November 6. The company plans to use the proceeds to increase its cane crushing capacity and as working capital. […]
Read More →BBL BBL approves loan of Bt7bn to MILL for the acquisition of a steel business in Thailand. It also sold shares of TSI to MILL for Bt220mn. MILL’s board has approved a capital increase of Bt1.5bn to restructure its company and expand its businesses. (Kao Hoon, 10/10/14) Comment: It is very rare in Thailand for […]
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