AP: K-ASSET raised holding by 0.1212% to 5.1039% of total o/s, SEC filing. Comment: I find it interesting that now the news is reporting what the institutions are doing, are we going to see a situation in Thailand similar to the US that institutions become major shareholders as family’s reduce their holdings. Plus these announcements […]
Read More →AOT installs thermoscan across operating airports in the light of a respiratory illness outbreak in the Chinese region. Comment: Looks like a trade opp BGRIM to wrap up 7 SPP deals with 980MW capacity within 1Q20 to capitalize on strong THB. Comment: And this my new cookie munster! CPF sees solid 1Q from strong swine […]
Read More →The market has started the year nicely with a quick +1% gain. But the funnymentals from last month remain a weak domestic consumer, a confused global trade situation where manufacturing plants are re-aligning and setting up facilities outside of China and have a look at oil. I’m ignoring the news about a WW3 and Iran’s […]
Read More →Notable Transactions Buy(s) THB 29 mn N/A Sell(s) THB 100 mn MC – This is a rarity, she’s historically been a buyer except for the one time the family put a block to some funds just after the IPO. I wonder who the buyers are this.
Read More →ANAN to book rev from serviced apartment as recurring rev worth Bt300m from 2 newly finished pj, targeting Bt1,800m by 2022. Comment: And then the annual CF of this developer becomes a bit more stable. The majority of the real estate developers are/have shifted to this model ASK: Bualuang AM cut holding by 0.1562% to […]
Read More →BCP sets oil sales growth t/g this year at 6%, plans 60 new stations, mulls boosting non-oil revenue, including EV charging stations. Comment: All the petrol station co’s have been trying to push non-oil revenues over the past few years, the best has been PTT followed by PTG BGRIM CODed 4.8mw industrial waste pp, lifted […]
Read More →The last post for 2019, it just sunk in that it’s the end of the decade. And there’s something beautiful apart of the start of a new year and now a new decade. It brings about a sense of positivity despite the missives that occur both domestically and internally. Thanks for reading/commenting/emailing everyone. Have a […]
Read More →Notable Transactions Buy(s) THB 72 mn N/A Sell(s) THB 9 mn N/A
Read More →New Year price slash for B10, E20 : Energy Ministry wants to get motorists in the habit of fueling with biodiesel . The Energy Ministry plans to cut retail prices for biodiesel B10 and gasohol E20 by another one baht per litre during the New Year period to reduce fuel costs for Thais during the […]
Read More →BANPU to buy additional 50% in Springvale mine and Angus place in AU, transaction incurred no cash payment, will accept Bt864m liabilities for the purchase. BANPU raised stake in Australian mine from 50% to 100%, for Bt864m. Comment: Acquiring assets in the US and Australia. Tabloid reports BBL may book as much as Bt4b gain […]
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