GULF: report cod of 68.8mw Vietnam solar on March 6, additional 50mw to cod in May, target 30% revenue growth this year above Bt 33b supports by full year contribution of 8 pp cod-ed last year. Comment: And they’ll continue reporting such news and numbers for the coming 2-3 years SAMCO: board approved estimate of […]

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Notable Transactions Buy(s) THB 170 mn THG – And he’s still buying PLAT – Their shares have been pummeled as a result of their new development “The Market” looking underwhelming for the time being PSTC – Not the first time we are seeing the Chairman’s name pop up here. Sell(s) THB 175 mn BDMS – […]

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Wow… That was my first reaction when going through the numbers for the FY18 Just quickly: This data set is for 683 companies therefore it isn’t totally inclusive of every listed entity on the SET and MAI Source: MBKET’s retail division The results: 12mn profits for the SET were -1.9% YoY Only one sector had […]

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Prayut set for tour of provinces : PPRP rallies overlap with appearances. Prime Minister Prayut Chan-o-cha is scheduled to visit four provinces to follow up on government work over the next two weeks, a move that appears to follow the trail of Palang Pracharath Party (PPRP) election campaign rallies which will be held prior to […]

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AOT to seeks Treasury Department deal to extend the remaining 14-year land lease contract to new 30-year contract, to accommodate upcoming concession bids for duty-free and commercial areas. DOD denied rumors its major shareholders were dumping share, sees return to profit in 1Q, mulls at least 5 investment projects. KBANK estimate JV with LINE Corp, […]

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BBL sets 4-6% loan growth target, adapts well to IFRS9. Comment: Well IFRS9 may be postponed for the entire sector… BGRIM completed acquisition of 124MW GLOW SPP1 Bt3.3b, boosting capacity by 6% from current 2,076MW. BMTA’s cancelled CHO’s Bt1.665b e-Ticket and Cash Box contracts for breaching of TOR. Comment: And then CHO came out with […]

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AP kick-off transfer of upscale condo projects, Rhythm Ekkamaii estate, 32 storey 326 units. Comment: And let’s see how things progress from April onwards. I suspect that there won’t be much of a demand drop. BJCHI sees turnaround this year with Bt2b revenue, +100% yoy, on realizing Bt1.9b backlog, to bid for 7 projects worth […]

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Notable Transactions With earnings season/reporting over, directors and management were buying back. Buy(s) THB 154 mn JKN – She/he continues to buy shares in JKN – Whatever happened to that supposed share sale to another investor… THG – And he still continues to buy shares in his name since IPO Sell(s) THB 38 mn N/a

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