AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%). It expects continued growth in 4Q15. (Khao Hoon, 19/11/15) Comment: While he may wear the funkiest sunglasses in all of his advertisements, the company hasn’t proven itself in terms of a consistent financial performance AOT AOT expects FY2016 earnings to be good on opening Terminal 2 […]
Read More →AUCT AUCT expects 3Q15 earnings of Bt58mn (+8%). 4Q15 net profit is expected to be good aided by seasonality. It expects this to raise 2015 net profit to Bt227mn (+12.5%). It has applied to join the 4G auction. (Khao Hoon, 10/11/15) Comment: We think that the news is slightly incorrect for AUCT, more that AUCT […]
Read More →CENTEL CENTEL expects 2015 revenue of Bt20bn with growth of 8-10% next year. It plans to add 8-10 new hotel management contracts to its portfolio. Growth will also come from acquiring new food and beverage brands, as well as expansion in the international hotel business which is expected to reach 30% of total revenue. (Thun […]
Read More →BJC BJC expects 2015 performance to be better than 2014 aided by new products and increasing domestic purchasing power. It is talking to a prospective partner to invest in Vietnam and expects talks to be finalized soon. (Thun Hoon, 17/09/15) CHOW CHOW is doing a test run of its 3.5MW power plant which it expects […]
Read More →BRR BRR plans to expand its cultivated area to 200,000 rai. It has done research to improve its sugar products. It plans to invest in a third biomass power plant by using bagasse as a fuel. (Thun Hoon, 28/07/15) Comment: Again a natural extension of its existing business. CHOW CHOW expects to add a 42MW […]
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 →BANPU BANPU plans to invest in power plant at home and abroad due to a downtrend in mining. 2015 revenue is expected to be equal to 2014’s thanks to cost control. It expects to list a subsidiary on the SET by the end of 2015. (Thun Hoon, 22/06/15) Comment: BANPU’s stock price has followed that […]
Read More →FSMART FSMART expects revenue in 2Q15 will be robust, supported by the addition of top-up machines to bring its total to 50,000. It will also book revenue from selling advertising. It is confident that total revenue in 2015 will grow 40% from Bt1.16mn in 2014. (Kao Hoon, 2/6/15) Comment: Still an amazing cash flow generating […]
Read More →AIT AIT announced 2H14 dividend of Bt1.1/share (XD on April 21), after record-high net profit of Bt658.56 mn (+16.26%) in 2014 and revenue of Bt6.65bn. It has backlog of Bt1.487bn, part of which will be realized this year. (Khao Hoon, 23/02/15) BGT BGT plans to expand into ASEAN markets via agents or setting up joint […]
Read More →