ASIAN firms on 10% revenue growth target above Bt9.5b on recovery from all 4 business, including frozen seafoods, pet foods, ready-meals and tuna, aims to keeps margins within 14-15% range, allot Bt 400m to up capacity of pet foods & frozen fried foods, revamp production line. BAY sees weak mortgage lending from weak property demand […]
Read More →Notable Transactions Buy(s) THB 5.3 bn SGP – Left pocket, right pocket THG – And he’s still buying shares. Sell(s) THB 5.5 bn SGP – See above COMAN – The Founder sold to the CEO/owner of DNA/More. BGRIM – KEX – Senior management/directors still dumping shares.
Read More →Notable Transactions Buy(s) THB 212 mn THG – And he keeps buying AJ – Switch between family members TFG – He buys no matter the price SABUY – A new IPO in November ’20, and the CEO is buying a buy of shares. SGP – Switch between family members Sell(s) THB 1.3 bn CHAYO – […]
Read More →ASP said there’s risk Thai credit rating may be cut, after Moody’s cut Laos’ from B3 to Caa2, a Junk Bond, after running a huge deficit. Comment: Well Laos’ issue is that they relied on Chinese financing and now have lost their assets to China, whereas Thailand is thankfully (so far) not been as stupid. […]
Read More →CCET reported July electronics components sales at US$293k, -0.5% yoy.EA has no plan to raise capital, as it has over Bt10b in annual cashflows, plans to reduce stake in Laos PP to 40% from current 50% for new partner. Comment: Lets see if all this investments in EV battery tech works out…I still hold to […]
Read More →AMATA sees solid 4Q after closing deal to sell 200 rai of land, but admitting FY19 land sales will miss. Comment: And Vietnam isn’t performing either, infact nothing has performed for AMATA despite the share price increase over the past 3 years CENTEL: Centara Grand hotel at Central World kick-off food delivery service via Grab […]
Read More →AIT wins digital ticket pj from State Railway authority worth Bt920m. Comment: And IT co’s continue to win projects AOT to sell TOR for DMK airport duty-free concession Oct 24 – Nov 8, opens bid on Dec 11, drops CPN from auction on violation of TOR terms on dispute over Central Village pj. Comment: Well […]
Read More →Notable Transactions Buy(s) THB 42mn THG – And he’s back to buying shares again Sell(s) THB 1.9bn HMPRO – And the Chairman continues to sell shares, it does look like he’s effectively liquidating his holdings SGP – The Chairman here sells off a ridiculous amount of shares in what must be a block sale
Read More →BEM to test run blue line MRT extension, Hua-Lampong-Lak Song, 27 km 11 stations from Aug 12, target cod from September. BJC reaffirms 2 digits revenue growth this year from BIGC hypermarket expansion, target full year SSSG above 2%, in talk clients to secure can packaging order, expects to wrap up 2H. EPG’s firm on […]
Read More →ALLA expects strong machineries sales 2Q from small & SME segment aft appointed by YALE to be sole distributor of crane & hoist in TH, automated warehouse projects for CPALL to deliver in 2Q, chem complex projects bidding result out 3Q. BCP mulls listing of OKEA in Norwegian Exchange in 2Q, raising funds for exploration […]
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