Notable Transactions Buy(s) THB 53 mn KKP – The buyer is regarded as one of the best thinkers/analysts in the country. And he’s chairman of the excom. Sell(s) THB 359 mn ILINK/ITEL – The founders sold a stake to a fund, commented on this already…

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AGE branches out from coal sales & bulk transport to container logistics business, aims to revamp pier, warehouse and truck to utilize existing resources, maintaining Bt11b FY21 revenue target. Comment: Inventory gains = massive profits, that’s the story for AGE. BCH reaffirms solid 2Q while 3rd wave of covid will boost 3Q, supported by 900K […]

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CGD: major holder, Tommy Taechaubol, cuts holding by 0.8952% to 4.7957% of total outstanding on Monday CPW in talk to buy mobile retailer, IBIZ Plus, expects to spend less than Bt1b on deal, plans to wrap up within Oct, firms on 20% revenue growth target. DREIT reports net loss Bt56m vs Bt26m np 2Q20, pays […]

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BCPG signs PPA 600MW wind PP in Laos to Vietnam Electricity Auth, expected COD in 2025. CFRESH upbeats 2H earnings from improving frozen shrimps export vol to EU, US, JPN, CAD on reopening, 100% utilization rate from 200ktpa production capacity, tailwind from higher THB revenue as export sales contributed 90% of total sales. III mulls […]

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CRC’s grocery unit, Central Food Retail, signs up for shopping e-voucher rebate stimulus. Comment: The capital will flow to the big boys. HTECH upbeats outlook from strong HDD exports volume thanks to demand from cloud service, IoT, Data Center, mulls tapping into EV to utilize expertise in cutting tools for high-precision parts. Comment: It’s a […]

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FPT sets Bt15b capex to expand rental warehouse, target 4m sq.m. by FY26, mulls selling assets total Bt1b into REIT, finalize plan in September, firms on Bt20b revenue target this year. GLOCON’s firm on 37% revenue growth target to Bt2,114m, with 60% from food business, with plan to launch plant-based protein in sale at Lotus […]

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ANAN inked deal with local crypto broker (Bitkub), allowing property buyers to make purchase with crypto via Bitkup wallet. Comment: More positive for Bitkub than for ANAN BPP to start recognizing Bt220-250m p.a. revenue from its 13.4% stake in the Nakoso IGCC PP from 2Q21, on track to expand investment in the US, China, Japan […]

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ADVANC keeps 2-5% revenue growth target this year, sees benefit from 5G, helping healthcare sector to weather the covid storm Finance Ministry extends jet fuel tax cut to Bt0.20/liter from the April 30 expiration to December 31, positive to AAV, BA and AOT. ILINK reaffirms solid 1H earnings from strong network installations rev supported by […]

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ILINK sets Bt6,000m revenue target this year, on solid growth in 3 core business, supported by Bt3,800m telco backlog, of which Bt1,600m to realize this year, 5% growth in engineering business, on expected completion of 2nd phase Suvarnabhumi airport middle of the year. Comment: They are finally achieving everything that was postponed when these crooks […]

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CHAYO: 33.6m new shares from stock dividend tradable tomorrow, October 30. Comment: And now with a higher equity base, will CHAYO have the 8alls to acquire high amounts of bad debt (should the Banks actually sell them into the market, we’re estimating some THB 500bn of official bad debts across the system by year end)  […]

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