ANAN reports sales from 4 newly launched projects topped Bt8.8b, lifts total above Bt24b full year target. Comment: And still consistently beats all expectations… BH signs agreement PRINC to operate Joint & Spine Centre of Prince Suvarnabhumi Hospital owned by PRINC. Comment: PRINC finally making more moves in the industry, and BH needs the additional […]

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ADVANC secured exclusive right to broadcast Tokyo Olympic 2020 on mobile-pay, iPTV and Internet Comment: A slap in the face to TRUE! Then again other than the 100 m sprint, I’m not sure what other Olympic event people tune in to…but this is just further evidence of the changes seen in the media industry AEONTS […]

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AP’s 1H19 presales stood at Bt20.8b, +20% or 50% of Bt41.8b this year target, plans 23 new projects worth Bt27.265b in 2H. Comment: What real estate crisis? Of course the question lies in whether or not the projects transfer CPF expects windfall from ASF swine outbreak in Vietnam, sees swine price and sales volume recovery […]

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DELTA teams up Nissan to provide EV home charging systems and after sales services for Nissan Leaf users. Comment: Good for Nissan, sure; good for delta? I have my doubts ITEL said Bt5.7b existing backlog to drive revenue growth by 30-40%, to boost domestic revenue and keep expanding oversea. JUBILE sees growth momentum into 2Q […]

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ADVANC ADVANC has not yet decided whether to participate in the next 1800MHz auction. It will consider the bidding conditions first. It is interested in all spectrum auctions but must estimate return before a decision. (Kao Hoon, 24/8/18) BGRIM BGRIM says the location for BGPR1 and BGPR2 power plants has been decided. The two power […]

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ABM ABM targets overseas revenue growth of 8% backed by growing demand from new power plants in South Korea and Japan. Its CEO confirmed that it will make profit in 2018 despite a slight loss in 1Q18. (Thun Hoon, 5/7/18) AOT In 9MFY18, AOT’s passenger traffic grew 9.8% YoY and aircraft movement increased 6.4% YoY. […]

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Potential Changes to the SET50 and SET100 These names have not been confirmed yet but brokers are expecting that these will be the changes. SET50 Expected Additions: BGRIM, DELTA, ESSO, KTC, RATCH Expected Deletions: BCP, KCE, PSH, TPIPP, WHA SET100 Expected Additions: BLA, ERW, MBK, PRM, PTL, RS, THANI, VGI Expected Deletions: ANAN, BA, BIG, […]

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Notable Transactions Buy(s) THB 75 mn BLAND – He hasn’t stopped buying for the past…well since I’ve started tracking management trades Sell(s) THB 384 mn THANI – A director sold off 30 million shares BTS – A rare transaction over at BTS, some warrants sold by the founder. Note: Actual period was 16/10 – 27/10

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AAV AAV is entering high season in 2H17. It says the number of Chinese tourists has picked up since August, lifting its load factor to 84%. It is purchase three new airplanes and will add routes from Don Mueng to Maldives, Jaipur and Tiruchirappalli. (Thun Hoon, 3/10/17) Comment: Still the best LCC player in Thailand […]

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AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]

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