2Q19 #’s are coming out, banks are looking so-so and only decent if they are lowering provisions. It’s going to be interesting to see how it’s all performing through the sectors, I suspect 3Q19’s (not 2Q) will be rubbish as the trade war impacts will be properly felt then

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Notable Transactions Buy(s) THB 162 mn GULF – The owner just decided to buy a massive amount of shares, perhaps to show confidence that regardless of the news about the government wanting to own 51% of the power generated in Thailand that GULF is still going to perform. Sell(s) THB 153mn BDMS – Family and […]

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Cabinet line-up sent to King : Prime Minister Prayut Chan-o-cha said he has submitted the new cabinet lineup for royal approval and is expected to be sworn in soon. “You will see that the royal endorsement will come soon,” he said, when asked whether the list has been submitted. Bangkok Post India pushed to finish […]

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GUNKUL secured 899.1KW solar rooftop for Hua Chiew Uni. FPI wins OEM parts order from Toyota, 7 contracts worth Bt250m, lifts backlog to Bt1.1b, firms on 10% rev growth t/g. KYE teams up Taiwan partner to expand laundry franchise, Maru Laundry, aims to capture demand from service apartment & condo along BTS line. Comment: It’s […]

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BPP to cod 19mw JPN solar & 52mw China geo-themal powerplants in 3Q, 660mw out of 1,320mw SLG coal-fired pp to cod in 4Q (BPP hold 30%), 660mw phase 2 to cod 1H20, 80mw Vietnam windfarm will start cod 4Q20 till 4Q21. III anticipates 2H turnaround from surging cargo traffic on seasonal, new route launched […]

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ANAN’s CEO, Chanond, sold 11.89% stake or 396.21m share to his Ruangkritya family members as part of internal reshuffling, leaving him with 38.98% stake. DIF may sell new units @ Bt15.2, a 15% discount to previous close, while TRUE to pocket extra gain in 3Q from selling assets to DIF, Tabloid. KKP anticipates big jumps […]

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ALL to launch 4 condo pjs worth Bt12.45b in 2H, confident of Bt7b presales this yr. BTS to officially cod Green line extension (North) Ladprao station on Aug 11, additional 4 stations (Phaholyothin 24, Ratchayothin, Sena, Kassetsart Uni) to cod in Dec, remaining 11 stations in FY20. Comment: And they’ve made another investment into a […]

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8-9 years ago when I begun traveling the region with a different mindset. I noted to myself that I no longer saw European nor American firms participating in the infrastructure developments in the Asian region. I was seeing Korean, Japanese, and Chinese firms bidding and winning projects throughout the region, and that I took this […]

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