BCPG BCPG says its 27.9MW solar farm in Japan was affected by the Japanese agency’s reduction of electricity purchases. It must rush to complete the project in 2020 before the agency reduces the FiT (Feed-in-Tariff). It is focusing on solar rooftop projects, following the government’s PDP plan and diversifying investment in other countries. It expects […]

Read More →

Notable Transactions Buy(s) THB 205 mn RJH – Management here believes that the sell off in their hospital name is overdone ORI – She’s still buying THG – He’s never stopped buying his shares KBS – Oh a first in a long time, sugar prices turning? Sell(s) THB 15.6 mn N/A

Read More →

Bt450bn budget deficit repeats. The state budget for fiscal 2020 is set at Bt3.2trn, up Bt200bn from fiscal 2019 ending Sep 20, 2019, with a budget deficit of Bt450bn equal to that of the previous fiscal year. (Bangkok Post, 05/01/19) Ministry set for first SEOM meeting here. The Ministry of Commerce will host the first […]

Read More →

And so the government has decided to act on the hospitals this time around. What’s the event? On January 9, 2019 Minister of Commerce, Mr Sontirat Sontijirawong, is due to propose adding medical products, medical supplies, and medical services to the Department of Internal Trade‚Äôs (DIT) list of products subject to price controls. In fact, […]

Read More →

HTECH HTECH set capex of Bt150mn to expand production capacity, backed by new auto parts orders. It expects jobs to increase and earnings to grow this year. It is adding new customers and negotiating with companies both at home and abroad for venture capital deals. (Thun Hoon, 10/1/19) KTB Mr. Kittiphun Anutarasoti says he only […]

Read More →

CMC CMC expects 2018 earnings to be a record high with revenue of Bt2bn expected. In 1H19, it plans to launch five property projects with total value of Bt5bn. It expects presales of Bt5bn this year. (Kao Hoon, 9/1/19) III III expects revenue growth of 15-20% this year and has set capex of Bt500mn to […]

Read More →

BCHBCH is confident that revenue and earnings will grow in double digits this year. It expects social security patients to grow 10% to 880-900k patients. It also expects 2018 revenue to be a record high. The Joint Standing Committee on Commerce, Industry and Banking (JSCCIB) will hold meetings on a medical care price cap on […]

Read More →

Notable Transactions Perhaps it’s just the first back, but we have not seen any significant selling by any management for the past 6 months. Buy(s) THB 782 mn APCO – The family buy’s another 2-3% of their shares AUCT – A board and family member buys a decent chunk of shares. THG – He keeps […]

Read More →

The second week of the year has started with a positive note with the US and China looking to get together to have a conversation on how each countries needs’, desires, wants be satisfied. It is sure to be an interesting and amusing time period – in other words volatile – we’ll likely see strong […]

Read More →

Coronation day for King set for May 4-6. The coronation ceremony for His Majesty the King will be held during May 4-6, the Royal Household Bureau announced on Tuesday. (Bangkok Post, 01/01/19) Cost of firing staff cited as a ‘burden’. The high cost of severance pay given to employees is a financial burden on the […]

Read More →