IVL: to buy integrated oxides facilities and derivatives assets from Huntsman for US$ 2b, expects manufacturing capacity increase by 23% in higher-margin business. Comment: Cooooooooooooooookie munsterrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrr. KKC: announce RO 300m shares to existing shareholders 4:1 at Bt 1 apiece, subscription period from September 16-20. TMB-Thanachart Bank may sign merger agreement today. Comment: I’m still curious […]
Read More →CPF expects fresh food and dairy sales pick up at CP Fresh Mart stores ahead Chinese hungry ghost fest on Aug 15, roll out promo campaigns to boost sales. GTB wins contracts to supply 11 steam boilers for Vietnam clients (Vinfast, CPV Food and Nestle VN) combined worth Bt100m. Comment: The place to be atm, […]
Read More →ALL reports 70% presales in 1st day of launch at its Bt1.2b the Excel Lardprao. Comment: Hmmmm lets see if the transfers are there ANAN to review its investment plan for this year from the existing one of 10 projects worth Bt38b to factor in demand and conditions. Comment: They have their earnings coming out […]
Read More →ALL plans 4 new projects worth Bt12.5b in 2H, including Bt1.2b the Excel Ladprow on August 9. Comment: Still below the IPO listing price. Several decent location projects coming. But the whole sector is just whacked atm BLA tones down FY19 earnings, sees insurance premium growth fall short of 10% target, will revamp prods to […]
Read More →So reality is setting in again for the markets, here’s what you have coming…trade war impacts are going to hit the markets further. Currencies are going to continuously go a bit nuts. And hey 2/3’s of the debt outside the US are -ve yielding. Specific to Thailand…weak exports…tourism dropping YoY (but still pretty darn good), […]
Read More →Notable Transactions Buy(s) THB 34.0 mn N/A Sell(s) THB 55.7 mn SKY – Management/directors have been selling this name continuously since the “change” in government. This was one of the odd names that seemed to win several IT projects whereas the rest of the industry suffered, has the tide turned negative for them?
Read More →Ever since Bhumjaithai’s leader Anutin begun campaigning, we’ve said two things They’ll be the swing party Thailand will get roads and weed Why the roads? Easy he’s the owner of STEC Plc, why the weed? Well now I’m going to indulge myself in a mix between rumours, facts and my random thoughts and let you […]
Read More →This week has seen several names drop -5% but on the 31st July ORI dropped the sharpest… ORI was the only name in the property sector that had suddenly dropped by -15% 2 days ago, and it made zero sense when comparing the share price performance of PSH, LH, AP, and ANAN during the day. […]
Read More →Thai-EU free trade talks set to resume after hiatus : Thailand is returning to the negotiating table for a Thai-European Union (EU) free-trade agreement (FTA) after the green light was given by the new government, according to Auramon Supthaweethum, director-general of the Trade Negotiations Department. Bangkok Post Opinion poll gives thumbs up to FFP : […]
Read More →ALLA: expects earnings bottom out 2Q from one-off employee expense, will transfer crane projects for CPALL warehouse, GULF powerplants, SIRI & PSH precast concrete plant & PTT’s gas separation unit in 2H, firms on 10% revenue growth target. BA: cod code share partnership with Turkish Airlines covers 16 domestic & international roundtrip routes. Comment: I […]
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