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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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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Prayut set to make PPRP campaign bow : PM tipped for rally in Nakhon Ratchasima . Prime Minister Prayut Chan-o-cha is expected to make his public debut as the prime ministerial candidate of the Palang Pracharath Party (PPRP) and address voters in Nakhon Ratchasima, his birthplace, this Sunday. Bangkok Post NESDC keeping an eye on […]

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