BKD BKD expects 3Q15 revenue to be higher than 2Q15. It expects to be awarded projects valued at Bt1.3bn in 4Q15. It expects 2015 revenue of Bt1.3bn as Bt2.5bn in backlog is expected to be booked. It targets 20% revenue growth next year. It plans to launch a property project in 2Q16. (Khao Hoon, 26/08/15) […]
Read More →ASIMAR ASIMAR says it is looking for a partner. It targets 2015 revenue of 15-20% as it expects to get two more jobs in 3Q15-4Q15. It expects to book revenue from two Cambodian ships. It plans to focus on ship maintenance jobs to increase margin from 10-30% to 50%. (Thun Hoon, 24/08/15) Comment: ASIMAR has been looking […]
Read More →AOT AOT says there is no impact from the Chinese yuan depreciation. Growth in Chinese tourist was 10-14% for eight months. (Post Today, 13/08/15) Comment: For once, I concur with this government enterprise. ARROW ARROW reported 2Q15 earnings of Bt56mn (+92%YoY). It plans to pay an interim dividend of Bt0.15/share, XD on Aug 21. It […]
Read More →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 […]
Read More →AUCT AUCT expects 2Q15 earnings of Bt42mn, 12-13% revenue growth and 2.59% dividend yield. (Khao Hoon, 16/07/15) Comment: Despite it’s great growth, it looks like the retail investors are beginning to realise that the share price has been quite overvalued BJCHI Foreign investors are interested in BJCHI shares after it held a roadshow in Hong […]
Read More →As a hat tip to Byron Wien’s annual opinion piece on his discussion with the Smartest Man in Europe, here’s my amateurish attempt. Every week I try to meet people either in the industry or outside the industry to just share thoughts on the developments in Thailand, the region, the world and w/o naming any […]
Read More →AJP AJP plans to launch new TV program on free TV after getting a three-year license for an international sports program. It expects to complete the deal for a waste power plant project at the end of June. It believes it will show a net profit this year, backed by this project. (Thun Hoon, 26/06/15) […]
Read More →AJD AJD benefiting from 5.4mn digital TV coupons distributed by NBTC. It targets set-top box sales of 2mn with 50% revenue growth this year. (Khao Hoon, 27/05/15) Comment: It is obvious with the carnage going on in digital TV that the coupon sales has been poor. ARROW ARROW says pipeline system business continues to trend […]
Read More →AMATA AMATAVN puts off listing to 3Q15 from 2Q15. It says the industrial complex in Vietnam will be finished in time. It plans to collaborate with foreign partners in the future. (Post Today 07/05/15) Comment: Well at least the delay was by 12 months as it was last year. AJP Plans to invest in waste […]
Read More →Notable Transactions Buy(s) THB 1.2 bn Only CCN has caught my eye here Sell(s) THB 3.2bn Interesting to see both MAJOR and PSL large shareholders sell large stakes Note: We are only displaying trades above THB 10 mn
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