ADVANC ADVANC has launched a campaign “AIS the startup 2015”. This is hoped to bring in younger entrepreneurs who are interested in using ADVANC as a digital partner. (Khao Hoon, 31/07/15) AGE AGE plans to increase investment in alternative energy. It is studying a waste power plant abroad to adapt to the local environment. 2Q15 […]

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ACD ACD expects to show net profit in 3Q15 backed by property management fees of Bt35mn. It plans to buy three hotels in Phuket, expected to be finalized in 4Q15. It plans to acquire more property business in Laos and Cambodia. It is confident 2015 revenue will be higher than Bt1bn and expects to wipe […]

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AJD AJD is talking to a prospective partner which is expected to be finalized in 3Q15-4Q15. This deal will increase AJD’s competitive advantage by broadening its market abroad. It is looking for a partner who has a PPA to invest in a solar farm. (Thun Hoon, 09/07/15) Comment: Again another PPA/renewable switch AJP AJP will ask shareholder […]

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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 […]

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WHA ready to cover all logistics bases WHA began in 2003 with the vision to be a leader in built-to-suit modern warehouses and distribution centres. We saw that Thailand’s logistics cost to GDP was very high at 18% and that there was an opportunity to help the country and the industry to reduce the cost. […]

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ADVANC ADVANC expects to be a leader in broadband business by partnering with TOT; this is expected to be concluded in 3Q15. 2H15 revenue is expected to mark a record high thanks to seasonality. Subsidiary AWN is preparing to participate in the 4G auction. (Thun Hoon, 03/07/15) AIRA AIRA expects 10-20% revenue growth this year, benefitting from […]

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There’ll be the usual annual rebalancing in the SET Indices names this week, the official changes are: SET50 Additions: BA, BMCL, CBG, ITD, SAWAD, TPIPL, WHA, THCOM Deletions: BAY, BIGC, BJC, HEMRAJ, KTIS, SCCC, SPALI, VGI SET 100 Additions: ASP, BA, BEAUTY, CBG, CKP, LHBANK, MONO, RS, S, SAPPE, U, UNIQ, WHA Deletions: BAY, BCH, BIGC, BJC, IFEC, […]

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AKR 2Q15 earnings expected to outperform. AKR will sign a contract for an electric transformer project worth Bt100mn with EGAT next week. The company is preparing for upcoming bids, expecting to win 10-15% of the Bt4bn up for bids. It plans to invest Bt1.2bn in a solar power plant. (Thun Hoon, 22/05/15) Comment: Perhaps with […]

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AQ AQ reported 1Q15 earnings of Bt37.3mn (+378% YoY) from 1Q14’s Bt7.8mn. Management says performance will turn around this year. It will launch nine projects: single house, townhouse, and condominiums, with total value of over Bt8bn. It expects sales of Bt2.5bn. (Thun Hoon, 19/05/15) Comment: AQ’s stock price has already valued in all of its […]

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Interesting news out of the BOI this week, here are the facts: Approved promotional privileges for 793 investments projects worth THB 217 bn approved in the first quarter, 6x that of last year Investment projects gaining BOI approved were valued @ THB 34.65 bn Industries that received this include  — services and public utilities, electrical and […]

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