ADVANC reports usages of Office 365 exceeding 217m times in a week, as demands for Work and Study from Home surged.NBTC, in collaboration with five mobile operators, is offering 100 mins of voice calls for 45 days as part of public assistance during the outbreak. ADVANC sees 4% hit on revenue, Tabloid. Comment: I’ve applied […]
Read More →AOT calls for board meeting on Wednesday to roll out remedy pkg for aero & non-aero operators impacted from outbreak. Comment: The question will be for how long will these remedy packages last for, and if they’ll lose out on any potential future recovery BAFS expects FY20 jet fuel sales volume drops 40% yoy to […]
Read More →And the rally continues. Several clever analysts have shown that for the US markets a “bear market rally” could go on for 8 weeks. Our response is “we don’t know” Thai airways keeps going…hmmm, and SCB has cancelled their sharebuyback stating they want to help companies and individuals due to the Wuhan-Virus, or is there […]
Read More →Notable Transactions Buy(s) THB 417 MN GULF – And he keeps buying and buying THG – This is a rare buy from this Director CK – The EVP of Human Resources buys a chunk MINT – The CEO is averaging down his purchases. Sell(s) THB 3 mn N/a
Read More →Note: 2 weeks worth of rambling here Models There’s been a lot of chatter online, especially in the US and Europe regarding the forecasting of the wuhan-virus and the changes in forecasts on infections/deaths. Having built more than enough financial models in my career attempting to forecast the potential revenues/cashflows/profits etc of a company/industry my […]
Read More →B400bn fund to steady corporate bond market : The Bank of Thailand (BoT) insisted yesterday the planned establishment of a 400-billion-baht corporate bond fund managed by itself is a necessary instrument in stabilising the corporate bond market amid concerns about possible interference from economic experts. Bangkok Post Coronavirus aid rejectees raise ruckus at ministry : […]
Read More →ASIAN anticipates 2Q turnaround from recovery pet food sales and frozen food aft China reopens, allots Bt230m budget to revamp production line and cold storage, maintaining 20% revenue growth target. CPN in co-operation with Internal Trade Dept prepares a space for free for farmers to sell their products during April 15-30 at various locations. CRC […]
Read More →EA upbeats 1Q earnings from higher revenue recognition yoy from 664mw capacity, mulls to revise down full year revenue growth target from 30% as EV business and biodiesel are taking hit from virus, seeks M&A to boost capacity. Comment: EV business….sorry but with the issues surrounding the raw materials for this battery tech I don’t […]
Read More →AKR branches out from power transformer business to solar rooftop turnkey contractor, Bt450m backlog to realize this year, maintaining Bt1.6b full year revenue target. Comment: The numbers make sense for this solar business as the owner i.e. factories etc, payback period is fast, hence why one shouldn’t be surprised to see GFPT maintained 7.7k tons […]
Read More →Managing Director, Mr. Witoon Suewatanakul discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain GGC’s business model. GGC’s aspiration is to become a leading Green Chemical Company. Being a listed company on the Stock Exchange of Thailand since 2017, GGC has embarked on investing in our products and […]
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