BEM reaffirms solid 2Q from strong tollway traffic & MRT ridership, expects big jumps 2H following debut of Blue line extension (Hua Lamphong – Lak Song) from August.

Comment: And BTS has the same story as well

BEAUTY signs 6 Chinese agents to distribute skin care products in China, target revenue from abroad surging to 40% of total by end of year.

Comment: Oh really? 

III expects to wrap up contract extension for Thai Air Asia cargo selling agent within June, maintain 20% full year revenue growth target.

Comment: I do like their business model, just not their valuation

BGRIM reports CODs of 2 Vietnam projects (420mw & 257mw).

Comment: Watch for far more coming from Vietnam and potentially Korea in the future

ROJNA upbeats FY19 earnings from 200 acres industrial land backlog pending to realize this year, sees upside from investment in GULF and FLT.

Comment: This stock has been a value trap for years and I’ve always been wondering when or how it would be unlocked

SENA said its 13 JV projects with Hankyu Group of Japan are successful, plans 5 new JV worth Bt13.4b this year.

Comment: It’s amusing as the owner has kept saying she’s worried about the real estate market and yet is on an massive expansion spree.

THAI to sell 8 old aircrafts worth Bt4b within this month, to open BKK-Sendai on Oct 29, 2019.

Comment: And then spend 40 bn on new ones?

EGAT to open bid for 45mw Sirindhorn dam floating solar PPA, sells TOR from Jun 20- Jul 26, result out Aug 20: GUNKUL, EPCO, GPSC, BCPG, SPCG, CKP, WHAUP, BPP, BGRIM, TSE, PSTC, CNT & SR expected to participate, Tabloid.

Comment: Side note – EPG may be a raw material supplier for any of the winners of this..

  1. peter satrapa-binder

    @BEAUTY: i think one should wait for their 2Q19 results. the results for 4Q18 and 1Q19 had been, well, not very exciting, to say the least. considered those results, their stock still looks to be at least a little bit overpriced at the moment.

    and depending very much on the chinese market is not that ideal in the current situation. long-term, maybe…

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