BTS BTS expects EBITDA margin for the Pink and Yellow Lines to increase to 64-69% in its final year and passenger numbers to grow 4.5-5.2% on average. (Thun Hoon, 21/6/17) CBG CBG is in talks with 3-4 retail operators in the UK to expand its business overseas. It expects to finalize the deal with 2-3 […]
Read More →AGE AGE expects 2017 revenue to grow 25-30% on the back of robust earnings for the first four months of the year. It continues to expand to China and expects exports to comprise 30% this year. (Kao Hoon, 09/05/17) AMC AMC plans to launch new products to boost 2017 revenue to growth of 10-15%. It […]
Read More →AAV AAV plans to expand its routes to and from U-Tapao and CLMV and India. It targets load factor of 84% in this year with market share of 30%. It expects 2017 revenue to grow not less than 16%. (Thun Hoon, 24/04/17) Comment: I can just see this airline continuing to dominate the skies in […]
Read More →ATP ATP30 expects to benefit after its clients renew Bt120mn contract. It targets 2017 revenue growth of 15%. It is budgeting Bt120mn to increase its buses. (Thun Hoon, 23/03/17) BEM BEM expects 2017 earnings to grow by 5% on the back of a full-year of booking revenue from MRT Purple Line (Bang Yai-Bang Sue) and […]
Read More →ABC ABC plans to invest in WeChat Pay project, a mobile payment application for Chinese tourists. It expects this to contribute revenue of Bt1bn/month. It plans to partner with department stores and is looking for other partners as well. (Kao Hoon, 07/03/17) Comment: Where does the news get these magical #’s from? APCO APCO […]
Read More →AMA AMA reported 2016 profit growth of 13% to Bt143mn. It plans to add one ship and begin shipments of palm oil to China, South Korea, Japan, Pakistan, Sri Lanka and Bangladesh. It expects 2017 revenue to continue to grow. (Kao Hoon, 2 3/02/17) AOT AOT is confident that it will not have to pay […]
Read More →AOT AOT reported 1QFY17 profit of Bt5.1bn or growth of 10%, supported by 6.11% passenger growth to 30.6mn passengers and an increase in flights of 6.94% to 204,000 flights. (Kao Hoon, 15/02/17) Comment: So stock split is done & then its gone ahead and declined on fears of slowing passenger growth and capex of THB […]
Read More →AGE AGE targets 2017 revenue growth of 30-35% supported by an uptrend in coal price. It has backlog of more than 500K tons which will be delivered in early 2Q17. It has budgeted Bt500mn to engage in the services business and plans to increase the number of its ships from 8 to 22. (Thun Hoon, […]
Read More →AAV AAV reported 3Q16 net profit of Bt396mn, +333% YoY. Behind this is 21% passenger growth to 4.3mn, opening two new routes, increasing number of flights (Bangkok-Udon Thani), and refinancing of two aircraft. It will pay a dividend of Bt0.15/share, XD on Nov 22. (Kao Hoon, 11/11/16) AGE AGE expects 2016 coal sales to reach […]
Read More →ANAN ANAN expects to launch five projects with a total value of Bt13bn in 4Q16 which it believes will lift 2016 presales to reach its target of Bt22bn. Presales are now at Bt14.3bn and backlog at Bt38.5bn. It will book revenue of Bt12bn in 2H16. (Kao Hoon, 27/09/16) Comment: Same story as yesterday and as […]
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