Tag: bki

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Stocks in the new (ah, ani, asefa, bki, cpf, cpn, delta, intuch, kbank, ktc, master, mint, mgi, ratch, sabuy) 14.12.23

AH anticipates positive earnings momentum continue next year driven by robust growth from EV parts orders, contribution from subsidiary (Able EV), Changan dealership business. Comment: Still find it ridiculous that Thailand is going down this EV route. I’ll happily bet that Hydrogen>EV in the next decade. ANI: freight forwarder, Asia Network International, major holding by […]

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Stocks in the news (awc, banpu, bki, bla, ivl, ptg, warrix) 20.11.23

AWC expects positive earnings momentum carry thru 4Q driven by strong OCC & RevPar on high season, larger food outlets & hotels network both qoq & yoy, newly coded Intercontinental Chiang Mai Mae Ping & Marriot Chiang Mai to boost earnings. BANPU sees coal & natural gas price ascending from surged demand for heat during […]

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Stocks in the news (advanc, bbl, bki, bjc, cpn, jmt, ner, ndr, nusa, syntec, true) 28.03.23

ADVANC said reported liquidity issue at 3BB wasn’t entirely unexpected, sees synergy from this acquisition, expected to complete by 2Q. Comment: “We didn’t expect to get screwed by Pete” <= idiots. BBL revised up full year card spending growth to 18% yoy from 15% previous guidance, after logged 17% growth 2M23, teams up ADVANC to […]

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Stocks in the news (bki, bgrim, jmart, next, samtel, sta, stanly) 19.07.22

BKI said long Covid may have an ongoing cost impact on the Thai insurance industry as it could increase the value of claims. Comment: With less competition there comes higher prices BGRIM CODed 140mw BGRIM Laem Chabang 1 (BPLC1R) pp, 30mw power sells to authority (EGAT) under 25yrs PPA, remained capacity & steam sell to […]

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Stocks in the news (advanc, bki, bts, ccp, global, ptt, sricha) 08.02.22

ADVANC: 4Q21 NP of Bt6,863m, -4.2% yoy, +7.7% qoq, topped Bt6,628m consensus, yoy drop was mainly due to a higher cost of service ex. IC of Bt21.7bn (+6% yoy, +1.1% qoq) from an amortization of 700MHz and 2.6GHz spectrum licenses acquired in 2021. Sets FY22 capex within Bt30-35b, target mid-single digit growth for services revenue, […]

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Stocks in the news (awc, bbl, bch, bki, cpn, dohome, epg, ori, ptt, sta, utp, nok, max) 30.06.21

AWC reports advance booking topped 50% capacity of hotels in Phuket, expects positive OCC carry thru 4Q, eyes M&A to expand portfolio. Comment: Why them? They have scale, the 1 hotel operator/owner is dead (unless they are your favourite boutique). Capital will flow to the big boys. BBL, Sunway, Linklogis will jointly apply for a […]

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Stocks in the news (bki, sun, tfg, tm, tmb, trt) 19.03.20

Bank & Finco expected to purge bad debts >Bt170k from total Bt500b NPLs in the system, Tabloid. Comment: Debt jubilee? The conspiracy theorists will have a field day with this. BKI stops selling Covid-19 insurance as entire budget coverage fully subscribed. Comment: Members of my team bought some, why? They called it a lottery, spend […]

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Stocks in the news (bam, bcp, bki, chayo, noble, scb, tk) 12.03.20

BAM may book Bt5.9b tax gain (DTA) this year, boosting overall net profit to Bt10b this year, Tabloid. Comment: This was supposed to be done in 4Q19, much to the surprise of all the IPO investors it didn’t happen BCP shuts refinery’s canteen for 14 days aft discovered QC inspector infected Covid-19, arranges big cleaning […]

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Stocks in the news (alla, aot, bcpg, bgt, bki, earth, hmpro, itel, ptt, rjh, selic, tacc, tcmc, tfg, tsr, vgi) 19.10.16

ALLA ALLA plans an IPO of 150mn shares. The price will be set by the end of October. It expects to trade on the SET in mid-November. It will use the funds to build a warehouse, expand its factory, invest in a JV in Indonesia and as working capital. (Kao Hoon, 19/10/16) Comment: Another small […]

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The Thai SEC are growing some sharp teeth

On the back of the sensational news that executives from CPALL were caught with their hands in the cookie jar for front running the public by buying MAKRO shares before the takeover announcement, the SEC has continued on its crusade to clean the SET further. The latest fines are now to WHA – The founder  Somyos Anantaprayoon, […]

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