AH sees 40% drop in revenue this year, with net loss expected in 2Q, aims to cut costs by 50%. Comment: Well…looks like their expansion plans are all on hold BCH sees solid growth in 2Q20 from COVID related revenue and from 5% growth in social security patients to 900K, keeps plan to build 3 […]

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FOMO recovery rally continuessss. Now just imagine when 1Q #’s come out, yes earnings will look poor, same for 2Q, but all of Asia is up and running by then, Europe is opening up, and case numbers in the US drop and they start to open up…how long will those that sold wait to come […]

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Notable Transactions Edit: Message from a friend states that the WHA transactions were due to inheritance Buy(s) THB 6.8 bn WHA – Boom! She’s taken a YUGE stake SUPER – He keeps buyinggg Sell(s) THB 3.3 bn WHA – Eh? So she had a sell in order to buy? This is odd..

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Another week of massive insider buying Notable Transactions Buy(s) ROJNA – Just wow. Haven’t seen action in ROJNA for years SUPER – Perhaps this is worth a closer look given the continuous buying by the MD/President TFG – He buys his own shares back at all price ranges for the past few years Sell(s) AIT […]

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AH’s confident of profitability this year, on lack of provision and impairment loss, sees solid 1Q with limited impact from covid-19. Comment: Funny things in their accounts AOT reports 9,797 flights cancellation in March, passengers drops by 3m yoy, expects more in 2Q from more lockdown measures worldwide. Comment: I still think its the best […]

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Notable Transactions Buying is going through the roof! Buy(s) THB 1.7 bn AMATA – Boom! Vikrom has coming out of his decade of meditation and decided to buy shares TFG – Not sure what’s going on here, buys and sells – SEC reporting issues? MINT – And he’s bought some THB 1.4 bn worth of […]

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There were 413 Buy transactions last week! Notable Transactions Buy(s) THB 1.2 bn MINT – One of the major shareholders decided to massively increase his stake. GULF – He’s backkkkkkkkkkkkkkkk SUPER – Rare to see a decent buy here EA – Perhaps by buying the IE from his son, it will create tangible value in […]

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AP: K-ASSET raised holding by 0.1212% to 5.1039% of total o/s, SEC filing. Comment: I find it interesting that now the news is reporting what the institutions are doing, are we going to see a situation in Thailand similar to the US that institutions become major shareholders as family’s reduce their holdings. Plus these announcements […]

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ANAN to book rev from serviced apartment as recurring rev worth Bt300m from 2 newly finished pj, targeting Bt1,800m by 2022. Comment: And then the annual CF of this developer becomes a bit more stable. The majority of the real estate developers are/have shifted to this model ASK: Bualuang AM cut holding by 0.1562% to […]

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AKR JV partner to invest 20mw solar projects in Vietnam, seeks to expand solar panel & transformer sales abroad, will bid 2 projects from authority worth Bt4.5b expects to win at least 10-15% of total. AP to start transferring Bt7.9b “LIFE One Wireless” this month, after 100% sold out. Comment: It will be interesting if […]

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