CPF sees solid performance this year, boosted by contribution from swine business in China after acquisition of CIT, cost control and recovering global economy, mulls plan to add hemp and plant-based protein products. OR expects oil sales this year to be close to last year at 27,000m liters on higher demand, plans to raise EV […]

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ASK announced RO 175.95m shares 2:1 at Bt17/shares for existing holders, XR April 27. Comment: Wow, thats quite substantial, this explains the stock dropping today by ~10%. Then again post recap, it’ll have a cleaner balance sheet, able to expand etc etc, same story different co. BGRIM sets EBITDA margin target at >30% this year, […]

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ASIAN assures hygiene of 2 food plants in Samut Sakhon seaside province, control measures and tracing record applies to every person, banning entry of anyone, until Jan 4, 2021, with exposure to shrimp market since December 1. Comment: Sure, lets see what happens to the pricing of the food when supply declines as a result […]

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AMATA anticipates 2H earnings recovery HoH from improved recurring income and utility sales from IE as activities increase posted reopen, upbeats L-T outlook from increasing production base relocation and diversify land portfolio across CLMV. Comment: They wish that they were as clever/aggressive as WHA to expand into recurring income businesses CHAYO estimate asset management subsidiary, […]

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AMA in talk 2 logistic partners to expand from Oil & Gas transports to industrial logistic, expects big jumps 3Q from larger average tanker size yoy from 13k tons/trip to 15ktpt, positive momentum from onshore logistic as PTG & AIE increase shipment of gasoline and B100 transport, will add 60-80 oil trucks in 2H after […]

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AQ files lawsuit against KTB and its board, seeking Bt3.9b for breaching compensation payment terms. BANPU to cod additional 2 powerplants projects combined 71mw before end of year. CK wins contract to build integrated medical and public health center building for Thai Red Cross Society worth Bt2.16b.COM7 sees 4Q earnings from newly launched Apple products, […]

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AOT AOT says Suvarnabhumi Airport phase 2 expansion has progressed to around 30.62%. AOT is speeding up the project and plans to issue the TOR for the baggage belt conveyor and explosives detection system in August. (Kao Hoon, 31/7/18) BIG BIG set up a new subsidiary, Camera Holding, to expand its business. It expects 2H18 […]

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AEONTS AEONTS reported 1QFY18 net profit of Bt928mn, increasing 50% YoY. (Kao Hoon, 12/7/18) Comment: This has beaten everyone’s expectations.  BKD BKD reports a record high of backlog of Bt2bn, with Bt1.4bn to be booked this year. It plans to bid for projects both inside and outside Thailand. (Kao Hoon, 12/7/18) CHAYO CHAYO announced the […]

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AOT Yesterday, AOT opened a new domestic terminal at Phuket Airport that will increase passenger capacity to 12.5 million/year. For its 7MFY18, the company reported passenger traffic growth of 10% YoY to 84 million. (Thun Hoon, 26/6/2018) Comment: Finally this is completed. More expansions coming for AOT ASAP ASAP expects revenue to grow 25% this […]

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ADVANC ADVANC expects the strong earnings momentum to carry into 2Q18 driven by the ongoing popularity of the Internet on both mobile and fixed broadband. The firm also plans to delist CSL within July. For the whole year, the firm sticks with its revenue growth guidance of 7-8%. The investment in 4G network will be […]

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