AKR AKR expects 2016 revenue to reach a new high of Bt3.2bn backed by a 20MW solar farm in a government unit. It expects revenue from solar farms to comprise of 35% of total revenue from 10% this year. It plans to take part in bidding for the Bt4bn electric transformer project next year. (Thun […]
Read More →BJCHI BJCHI expects 2016 revenue to grow 15%, backed by projects worth Bt5.2bn. It plans to join a new Bt40bn auction and expects to get projects worth of Bt6.5bn. (Thun Hoon, 3/12/15) Comment: And yet despite the decrease in oil prices, they still can continue to grow, why? It’s a huge industry and Thailand is […]
Read More →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 →BJCHI BJCHI expects 2Q15 earnings to be better than 1Q15 benefitting from FX gain. It expects 2H15 earnings to increase aided by backlog from Petrobras, worth Bt1.3bn and new projects from TUPI BV, valued at Bt5.4bn. It expects 2H15 net profit of Bt800mn. (ASTV, 20/07/15) Comment: We do wonder aloud, weakening thb, which other export […]
Read More →BTS MRTA plans to negotiate with BTS to operator the Green Line (Bearing-Saput Prakan) rather than putting it up for bidding. (Khao Hoon, 06/07/15) Comment: Well because BTS already operates every other part of the BTS, the question is only down to politics and fee-arrangements now CGS CGS acting as financial advisor for Ankor Kasemkam […]
Read More →ADVANC ADVANC is the number 1 candidate for 4G auction. It expects 2Q15 earnings of Bt9.2bn (9% growth). ADVANC is a high dividend stock compared to its peers. (Thun Hoon, 30/06/15) Comment: ADVANC needs the 4G spectrum more than any other operator out there. AOT AOT is budgeting Bt13-14bn to developing Suvarnabhumi and Don Mueng airports […]
Read More →ACD ACD plans to acquire three hotels in Phuket worth Bt10bn, expecting to finalize the deals within this year. It also plans to acquire businesses in Laos and Cambodia. It expects to achieve revenue above Bt1bn this year. (Thun Hoon, 19/6/15) BBL BBL sold 484mn shares of IRPC at Bt4.06/share to foreign funds. (Khao Hoon, […]
Read More →Notable Transactions Buy(s) THB 717 mn PF – The CEO buys a huge value, must’ve been an off the market transaction BA – And the owner still continues to buy back shares, again a huge value of THB 154 mn MINT – Heinecke obviously thinks the shares and warrants are a decent buy at these […]
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 →ANAN ANAN JV Mitsui Fudosan will launch five property projects worth Bt19bn. It plans to introduce twelve projects worth Bt30bn this year. (Khao Hoon, 21/05/15) Comment: Should the property projects be successfully sold then it ANAN will have a solid 2018. BJCHI Backlog Bt7.5bn and expected to increase gradually. BJCHI is preparing to bid for […]
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