Bangkok Expressway & Metro PCL

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29 articles for Bangkok Expressway & Metro PCL

Bangkok Expressway & Metro PCL: Good result and strong outlook

Beat our estimate. BEM posted a net (and core) profit for 4Q22 of Bt603m. Sales increased by 29% YoY and 5% QoQ.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 23 February 2023

Thailand: Transportation - Return of the dragon

Chinese tourists are coming back! AAV to report black ink for 4Q22—its first since 1Q19. Strong ground traffic recovery ….
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 23 January 2023

Bangkok Expressway & Metro PCL: Impressive result and outlook

Beat our estimates and the street. BEM posted a net (and core) profit for 3Q22 of Bt863m. Sales increased by 74% YoY and 15% QoQ.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 14 November 2022

Thailand: Transportation - Recovery playing out in real time

Cross-border (ex-Chinese) tourism building momentum. Strong ground traffic recovery follows reopening. Sector call remains OVERWEIGHT.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 8 November 2022

Bangkok Expressway & Metro PCL: Fast recovery, big upside, still cheap!

Won the Orange Line bid. Massive earnings contribution expected. Strong recovery.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 12 September 2022

Bangkok Expressway & Metro PCL: Strong recovery signs; a good Orange Line tender play

Result missed our estimate, but was still impressive. BEM reported 2Q22 net and core earnings of Bt634m. Sales increased by 35% YoY and 5% QoQ.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 15 August 2022

Details

Thailand
Asia
Capital Goods
About
Bangkok Expressway and Metro PCL is a transportation company. The Company combines toll and metro line networks. Bangkok Expressway and Metro is based in Thailand.

Associated topics

Asia Industrials Bangkok Expressway & Metro PCL Capital Goods Thailand Kijapat Wongmetta Equity BEM Retailing Consumer Discretionary Asia Aviation PCL COVID-19 Orange Line BTS Group Holdings PCL