BIZ BIZ to join auctions of government and private organizations, aiming to get projects worth Bt200-300 in portfolio. The current backlog is Bt1.46bn. It aims to hit sales growth of 10% this year. Recently, shareholders approved paying dividend of Bt0.08/share. ( Thun Hoon, 23/4/18) CK CK is planning to join three auctions valued at Bt4.3bn. […]

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Notable Transactions Buy(s) THB 288 mn RS – And he still continues to buy, this time to the tune of THB 250 mn, what am I missing here? Any ideas out there? BTS – And a continued buying spree by the founder Sell(s) THB 2.8 mn N/A

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Ministry of Finance told World Bank that the new Public Procurement Act is not a barrier to government investment, claiming that the international standards in the Act can save around Bt30bn for the country. (Matichon, 18/4/18) Thailand approves tax incentive plan to encourage bank mergers. Thailand’s Cabinet approved a plan on Tuesday to offer tax […]

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ABM ABM said 2Q18 earnings are expected to be strong, driven by a lot of orders. It expects sales in the quarter to surge 30%, reaching Bt22bn/month from 1.4-1.5 Million tons/month. (Khao Hoon, 20/4/18) BIZ BIZ’s shareholders approve dividend of Bt0.08/share. The payment date is May 9. It has current backlog of Bt1.46bn, with recognition […]

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BA BA to service air charters between Koh Samui and major Chinese cities, which it expects will drive load factor to 70%. It plans an aviation kitchen in Chiang Mai as well as a maintenance office. It targets greater than 5% revenue growth in 2018 and is not concerned about higher oil prices since it […]

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BEAUTY BEAUTY says 1Q18 earnings were outstanding, driven by sales via every channel. It just signed a contract with a representative in China and expects to sign on two more representatives in 2Q18. (Khao Hoon, 18/4/18) Comment: And the company still confounds me with its ability to keep growing BRR BRR to invest Bt600mn to […]

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AAV AAV targets passenger growth of 18% this year to 23.3mn. Load factor is expected to reach 87%, driven by tourism growth. It will accept delivery of four new airplanes this year to add to its 59-strong fleet. (Thun Hoon, 17/4/18) Comment: Which will mainly come from China BIG BIG says earnings this year will […]

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And the volatility continues coming. Note the underperforming sectors all but energy related and services…one thing I believe market commentators are missing out on is the continued increase in interest rates likely to come out of the US and then EU and then Japan. If we have benefitted from the abundance of liquidity, what will […]

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