AMATA sets 950 rais domestic land sales target this year, 700-800 rais in Vietnam, growth will be supported by Bt1,813m backlog, sets Bt4-5b capex. Comment: When has AMATA ever achieved anything? I’ve been following them since 2004, and nothing has changed. Treat it like the dinosaur it is, when the share price drops for whatever […]

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Ohhh boy look at the markets. Naturally over the past 12 months returns look amazing because guess what it’s been a year since the Wuflu starting hitting the Western markets (it hit Asian markets initially in Feb ’20) and then took the global markets all the way down. 12 months! It’s been a year of […]

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PACO, an auto air condition part manufacturer, President Automobile Industry pcl, debuts today, 260m shares IPO at Bt1.4 apiece. Comment: BOOM, small name, same float, great first day pop. PPS sets Bt500m revenue target this year, +10% yoy, GPM at 24%, supported by Bt563m backlog, of which Bt300-400m to book this year. S sets Bt20b […]

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Notable Transactions Buy(s) THB 9.8 bn BJC – And the family continues to adjust their corporate holdings ACG – I’m assuming its the same as what’s occurring in BJC, i.e. a switch in family holding structure from personal to corporate. The company is a Honda automotive distributor. SO – The CEO and CFO bought up […]

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Is it me or did Buffet’s annual letter didn’t get as much play in the media as it used to? Or am I just in a different social media bubble that I don’t see the using fawning over what he wrote? Same thoughts apply to Marks latest Memo, normally I would see this all over […]

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Bankers seek easing of soft loan regulations: The Thai Bankers’ Association (TBA) has asked for an easing of the government’s amendment of the soft loan decree, which was aimed at facilitating better access to funding for small and medium-sized enterprises (SMEs). Bangkok Post FTI is worried efforts to restore the reeling Thai and global economies […]

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EKH mulls opening Cannabis medical clinic, in operation next year. Comment: This nation will never have another fight, everyone will be too relaxed and stoned. GUNKUL’s got credit upgraded by Fitch from BBB to BBB+, while subordinated debt rating to BBB from BBB-, reflecting higher cashflows from PP business. MBK’s 6.068m new shares from conversion […]

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GUNKUL prepares 120 rais of land for 1st phase of hemp plantation in 3Q21, expects Bt1.2b revenue p.a. Comment: Funnymentals, loving this retail driven (though even local insti’s are all over this at the moment) cannabis trading market. LIT target FY21 loan book +10% yoy above Bt3b, to tap in SMEs that ties with government […]

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AMATAV sees big jump in profit this year, supported by 50-50 hectare land sales in 2 IE in Vietnam, boosting rev by Bt1b, sets Bt3-5b capex. Comment: Years of promise and nothing delivered. Vietnam already exports more than Thailand and yet AMATAV is nowhere. CPF signed MOU with Maejo University (MJU) a branch of TH’s […]

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BBL’s expanded its money withdrawal service at 7-11 stores, offering greater convenience to consumers in remote areas. Comment: And just confirming that 7-11 as the best network and that we live in the land of Charoen Charoen Pokphand BJCHI sees turning profitable this year, supported by Bt2.7b backlog and Bt500m newly secured projects, confident of […]

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