So is the market recovery done for now? Or will the pain only be in the currency market (baht is back to USD/THB 36 as of writing). 2Q22 earnings for the market were fantastic and surprised most analysts. Fun times.

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Note: Earnings season overrrrr and transactions are back in size Notable Transactions Buy(s) THB 408 mn NCL – The MD just bought out the CEO, ~11% of total shares. BANPU – He bought the warrant and sold the company shares. JMART – And the founder is still buying, another THB 36 mn Sell(s) THB 406 […]

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Rubber authority reported 1M22 natural rubber & rubber products exports at 2.19m tons, total Bt240b, China is top importer account for 49% of total exports, Malaysia 10%, U.S. 7%, JPN 6% and SKR 4%. Banks pledge to maintain prime lending interest rate: Local banks have announced they are maintaining the prime lending interest rate to […]

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CRE VNToday is the ex-date for executing purchase rights at the ratio 1:1 and issuing bonus shares at the ratio 10:3. The subscription period for purchasing rights will be from Aug 24 to Sep 13. FYI, today’s reference price will be adjusted from VND28,200 to VND16,600. Besides, Mrs. Tran Thi Tuyet Mai, wife of BoD […]

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LEO sees growth momentum in 2H on rising demand entering high seasonal for imports-exports, while global shopping sales by giant e-commerce in China, 2nd self-storage in Yaowarat, and 2nd container yard all to help contribute and sees 30-35% revenue growth this year. MINT sees resorts & hotels operation in Maldives and EU already surpassed pre-Covid […]

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ASIAN sees stronger 2H on recovery in 4 main business, boosting this year revenue to Bt11.2b, with 50% achieved in 1H. Comment: Just look at their growth in pet food BEM maintained FY tollway traffic 1.1m trips/day, MRT ridership >300k/day, reopening of Queen Sirikit Conventional Center and cod of One Bangkok Dusit Thani to boost […]

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BKI sees 2H turnaround on absence of heavy Covid claims, higher investment incomes on improving mkt condition, pays dividend Bt3.5, XD Aug 24. Comment: It’ll be interesting to see how the insurance players progress over the next 6-12 months. Given that 3 players are out – bankrupt due to covid claims. Competition down, market size […]

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AS’s 2 major holders sell 73.72m shares (15.7% of total outstanding) and up to 33.83m units of AS-W2 to SABUY, expects synergy from digital ecosystem, blockchain and e-payment service while SABUY can access new clients from AS’s 100m mobile gamers account. Comment: It’s very interesting watching SABUY work. I think this has been a great […]

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AOT reported 6M22 (Jan-Jun) passenger traffic from 6 airports under management +170% yoy to 22.4m, +14.1m vs 8.3m travelers 6M21. Comment: What demand slowdown? The rate of change is going to look amazing til the end of 2024. BE8 sells PP 26.050m shares (11.52% of paid up) at Bt47.6/share to Keymaker Venture Capital, will use […]

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