ADVANC reaffirms solid 2Q from eased price war and strong AIS Fiber broadband subscriptions, sets Bt25b capex to expand network, target 4-6% revenue growth this year. BLA anticipates 2Q turnaround from recovery insurance premium supported by BLA Prestige Health supplement insurance pkg, seeks additional selling channel aft BBL starts selling AIA insurance products. Comment: I […]
Read More →Central Plaza Hotel PCL (SET:CENTEL) Senior Vice President of Finance, Khun Ronnachit Mahattanapreut discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Given the challenging environment of 2018, how was CENTEL’s performance? CENTEL: Our group has two businesses, the hotel and the food business. Within the hotel business, we own […]
Read More →BEAUTY sees earnings recovery in 2Q and into 2H19, adjusting sales strategy and keeps expanding oversea channels to 15 countries, firms on net profit margin of 25% on 20% revenue growth. Comment: That’s not the case when looking at the performance DIGI name change to B-52 Capital Pcl, ticker change to B52, effective today. Comment: […]
Read More →And boom these are the latest changes to the MSCI announced yesterday. MSCI STANDARD: (+) INTUCH, RATCH, DTAC (-) DELTA MSCI GLOBAL SMALL CAP: (+) AEONTS, AAV, BLA, EASTW, PSH, TASCO (-) MC, PRINC, THCOM, TFG, VGI, VIBHA
Read More →AU sees solid 2Q from positive SSSG and newly added 10 branches in the quarter, will debut franchise network in HK in 2H, expects better earnings from recognition of initial fee, royalty fee and ingredients order from company, eyes 15% revenue growth target. Comment: They knocked 1Q19 earnings out of the park! DTAC appears uninterested […]
Read More →And so 1Q19 #’s are continuously coming out, things are still looking average out there and whilst the markets are praying for a relief on the US China issues we don’t have the same valuation margin of safety that existed back in December. It’s going to be an iffy period…oh plus there’s politics in Thailand […]
Read More →Notable Transactions Buy(s) THB 31mn N/A Sell(s) THB 23mn N/A
Read More →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 […]
Read More →It’s going to be wild ride for equities in the emerging markets this month and in August. Why? China’s equity weighting within the MSCI Emerging Markets indices will be increasing from 5% to 20%. Source: MSCI What it was only 5% in the past? Yes, according to MSCI “The 5% initial inclusion of China A […]
Read More →Rebound in Chinese tourists lifts airport passenger numbers : The number of passengers travelling through the six airports run by Airports of Thailand (AOT) reached 38 million in the first quarter this year, up 4.49 per cent over the same quarter last year and largely driven by a rebound of Chinese arrivals, according to the […]
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