Notable Transactions Buy(s) THB 202 mn JMART – And he’s still buying shares in the market. Some say he’s artificially supporting the share price, others say he believes in the potential of the group. XPG – The Chairman subscribed via the RO. Sell(s) THB 263 mn TEAMG – Sale by the founders/shareholders to SCC. PPM […]
Read More →Debt restructuring to be extended: Period for some business sectors could be increased to 10-15 years. Debt restructuring periods offered to borrowers affected by the pandemic could be extended to more than 10 years, says Thai Bankers’ Association (TBA) chairman Payong Srivanich. Bangkok Post Four tourist towns: Chiang Mai, Prachuap Khiri Khan, Chonburi, Petchaburi will […]
Read More →AAV issues bond via crowdfunding, at 6.75% p.a., min Bt50K, with special promotion offering return tickets on domestic routes for Bt100K subscription. Comment: Does this demonstrate an inability to raise capital for AAV or simply they are offer to their customer base a potential good deal? DOHOME records 30% growth in 9M21 sales, on double […]
Read More →BJC revamps food courts across BIG C branches to boost traffic, curb costs to boost margins, expand coverage to wholesale market, expects double digits growth HoH on improved SSSG. Comment: How far away are we from one of the big groups deciding to build their own city in Thailand? MEGA reaffirms 6-10% revenue growth target […]
Read More →AAV mulls adding more flights to accommodate demand for travel, sees advance booking jumps on Chiang Mai, Chiang Rai & Hat Yai routes. Comment: The limited flights that are going around the country – are full (up to the 75% limited) BAFS anticipates FY22 turnaround from recovery jet refueling business, target sales volume +110% yoy […]
Read More →M: sees positive SSSG after dine-in curb lifted, expects meaningful turnaround 4Q, delay stores expansion to next year, online delivery is here to stay. Comment: The market will be for the big boys. OSP: plans to add more health & wellbeing products in 2H, sees positive sales momentum on C-Vitt vitamin drink & Co-brand vitamin […]
Read More →A good friend over the weekend spoke with me and said “Pon where the f are your rants, bring them back!” So here’s one I had filed since…July, again pardon the writing, this isn’t The Economist. The regionI’ve been thinking for the past decade when traveling throughout the region that I no longer see European […]
Read More →CBG: reaffirms 20% revenue growth target supported by strong functional drinks sales, improved exports volume to China, will launch CBD mixed drinks in 4Q. Comment: I’m still surprised by their exports to China. Magical figures? ORI: roll out 9/9 double day campaign, special discount on 21 condos projects, aims to boost sales on low season. […]
Read More →So what other positive stories are left? We have political “stability” for the time being. Commodities continue to hold, thus the equities may eventually start to show higher pricing, as we’re seeing with coal names today. Reopening domestically is continuing, next is an international reopening? This could be a longer/messier process but then again we […]
Read More →Notable Transactions Buy(s) THB 1.2 bn BTS – The Chairman bought back a huge amount of shares post the BTS x JMART Group link up VGI – He bought YUGE amount of shares post the BTS x JMART Group Link up TU – The Chairman thinks his shares are cheap (?) I doubt management’s ability […]
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