ANAN sees positive sign from Ashton-Asoke case, firms on Bt13b transfer target, after Bt9.3b in 9M22, solid backlog at Bt12b to support Bt15.68b presales target, mulls 6 projects worth Bt21.63b in 4Q Comment: That asoke project….a never ending saga for ANAN. BEC aims to shift revenue mix from TV laden to digital platform, global content […]
Read More →AH firms on 30% revenue growth target on 5-6% auto industry growth, and expansion in EV market. Comment: Again this revenue growth has nothing to do with EV’s, but it’s the narrative being used. BM’s upbeat outlook from pending orders of steel module for Tao-Bin robotic barista machines from FORTH, keeps Bt1.4b FY22 revenue target, […]
Read More →AEONTS reported 2Q22np (eo-Aug) at Bt903.56m, +33% yoy; missed Bt1b consensus, pays Bt2.55 dps, XD Oct 18. BGT: agricultural foods producer, Betagro, sets IPO price at Bt40/share, will sell up to 434.8m shares, greenshoe 65.2m shares, PO subscription from Oct 10-17, Institution from Oct 20-25, BofA Phatra and Bualuang joint-leads. Comment: It’s interesting to see […]
Read More →ASW reported 9M22 residential sales at Bt13.1b, >Bt10b FY target thanks to strong sales of 2 condos (Kave Town Colony BKK Uni & Atmoz Oasis Onnut), will launch 2 projects Esta Rangsitkhlong 2 (SDH) & Kave Universe Bangsaen (condo) total Bt1.2b by end of year. CHAYO reported 9M22 debts acquisition >Bt4.2b, plans to add Bt10b-11b […]
Read More →24CS: building engineering contractor specialize in electrical, air vent, telco and sanitary system, 24 Con & Supply, debuts 130m shares at Bt 3.4/share, UOB leads. Comment: Now that’s an IPO! ASIAN upbeats outlook from accelerated OEM pet food orders as international clients expand house brand products to boost margin, sees tuna & seafood business remained […]
Read More →Some pain finally hit the market on 03/10. Will it continue? Should we really care that much about Credit Suisse? Look at the Chairman’s name, Lehmann! We do live in a simulation, it’s just ridiculous. Are we going to see oil wake up again for the rest of the year? I’m betting so. With the […]
Read More →Notable Transactions Buy(s) THB 548 mn SABUY – A massive purchase by the founder. Similar to many others, he sold the free warrants and bought the shares. JMT – Founder buys and buys JMART – Founder’s son buys and buys MAJOR – Ohhhhhh, Vichai is back into buying shares in his own co? That’s a […]
Read More →Week 26/09 – 30/09 News The Ministry of Finance (MOF) on September 23 proposed cutting special consumption tax and value added tax on fuels by up to 50%. If the proposal is approved, bio-fuel E5 RON 92 gasoline will decline by VND1,700 to VND20,531/ liter, RON95-III gasoline by VND1,921 to VND21,294/ liter and diesel oil […]
Read More →Weaker baht hits travel: Japan to fully reopen to Thai tourists soon. Outbound Thai travel is expected to stay subdued as a result of the weak baht, poor purchasing power and cryptocurrency losses, despite the reopening of Japan and Taiwan. Bangkok Post EV subsidy by month’s end: Excise Department underwrites scheme. The Excise Department will […]
Read More →AOT reports 46m passenger this fiscal year ending Sept 30, higher than 43m forecast, sets 110m target for next year, which will depend on China relaxing travel curbs, sees back to pre-pandemic in 2024. Comment: And India…jesus christ, this country has to get its head of it a$$ and realise there are more indians than […]
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