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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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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BAY sets 5% home loan grwth t/g frm dmnd frm foreigners, boosting outstand loan grwth to 7%, capping NPLs at 2.4-2.6%. COL sets 10% rev grwth t/g frm 5-6% sales grwth at existing B2S stores, sets Bt500-600m capex for 20 new stores, mulls listing of MEB in 2 yrs. Comment: It’s a bit ridiculous that […]

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BTS reassures solid 4Q18 (eo-Mar19) from full qtr contribution of skytrain operating rev for south green line extension and tailwind from subsidiary, VGI. IRPC sets Bt105b 5-yr capex, seeks board approval for Bt40b MARS pj mid-yr, t/g $100m EBITDA for GALAXY pj. MINT sees rev doubled in FY19 on full yr contribution from NHH and […]

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AMATA reports 40 acres IE land sold for Jan-Feb, expects big jumps from +30% repricing and tailwind from utility biz. Comment: Seeing is believe, 40 acres is…nothing, and far below what they’ve been saying they would achieve for the past few years ASIAN upbeats FY19 earnings from healthy demand for pet food, in talk partners […]

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