AP’s 5M19 presales reaches Bt17.5b, mulls 1 new condo projects in June, sets Bt600m for 3 service innovations including home maintenance and security to improve customer satisfaction. DIF to buy Bt15.8b new assets from TRUE by August 19, boosting yield to >7% in 2021. GGC maintain shutdown methyl ester & fatty acid plants from June […]

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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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AMATA sees positive momentum 2Q from strong demand for IE land from Chinese investors, expects sales jumps 2H from additional contracts signed, 60% of Bt3.6b backlog to realize this year, sets Bt100m budget to estimate IE in Myanmar. Comment: There has been zero momentum from AMATA… BJC pays Bt0.55 dps, XD May 21, will debut […]

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EA: report cod of 48mw wind farm, Hanuman 5, on Friday. Comment: Nothing new, but there are still several questions around their battery project… PTTEP: will book immediate contribution of Murphy’s Malaysia assets from 2Q, expects full year Oil & Gas sales +7.5% yoy topped 344kbpd, EBITDA +16%, mulls to buy Murphy’s Vietnam & Brunei […]

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BM BM signed an MOU with two Myanmar companies and set capex of Bt200bn to set up a processed metal products factory in Yangon. It targets revenue of Bt100mn in Myanmar in the first year. It expects revenue to be a record high with 20% growth this year. (Kao Hoon, 29/1/19) Comment: I’m still of […]

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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 […]

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AGE AGE plans to enter a new business, providing logistics service by land and water, ports and warehouses. It expects revenue from these of Bt900mn in 2019 and targets total revenue of Bt9bn. Management is confident that coal sales volume will reach 4mn tons this year. (Thun Hoon, 4/1/19) BIZ BIZ signed a sales contract […]

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ANAN ANAN says the new BoT mortgage loan rules does not impact its business because its condos are priced below Bt10mn and it targets mid-income customers who are able to pay a high down payment. It also says all hybrid bonds are sold and met target proceeds of Bt2bn. (Thun Hoon, 8/10/18) Comment: The one […]

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AH AH is confident earnings will be good and confirmed the soundness of its fundamentals after the share price fell significantly yesterday. New customers continue to flow in. It expects revenue growth of 3-5% this year. (Thun Hoon, 20/7/18) Comment: If you take out the funny interest that they are receiving from the new Indian […]

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Hot off the presses! The following are changes in constituents will take place as of the close of May 31, 2018: MSCI GLOBAL STANDARD INDEX (+1) LH (-2) KCE, SCC-F   MSCI GLOBAL SMALL CAP INDEX (+6) DDD, KCE, MONO, PRM, THG, TPIPL (-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE

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