ThaiCapitalist Commentary
ASIAN up production pet food, pre-cooked & ready meal to fill demand for WFH, expects wider margins yoy from larger sales of high value added products, eyes 10% sales growth target. Its active case finding saw no staff infected with covid. RBF will finalize plan to build new foods fragrance, colors, flavor production plant in […]
Read More →CP Pharmaceutical Group invests Bt15b to acquire a 15% stake in Sinovac Biotech to produce CoronaVac vaccine. Comment: So….CP bought a stake in this, probably been under nego’s for a few months, and during the nego period Thailand had a spike in Covid cases. And now Thailand is receiving the SinoVac vaccine. Someone tell me […]
Read More →ASIAN targets FY21 revenue growth >10%, expects wider margins >15% from factory automations & high value added products, sets Bt500m budget to invest in international food brands, expand downstream to support products distribution, will wrap up local pet food producer by end of 1Q. Comment: Any disruption to seafood will be a net positive for […]
Read More →ADVANC sees significant surge on data traffic during December 25-January 1, 21 as media usage and online shopping jumps on travel restrictions, expects momentum continue from WFH scheme on fresh round of pandemic. BEC: Silchester international cuts holding by 0.25% to 4.9938% of total outstanding on December 30. GUNKUL reports disposal of Iwakuni solar projects […]
Read More →Notable Transactions Buy(s) THB 46.6 bn AWC – Just switching from personal holdings to a corporate holding THG – And he’s still buying. DELTA – That’s interesting/odd to see at these levels. MTI – I’m becoming more curious about the old fashioned insurance names…more as an idea re int rates. SA – New IPO, condo/real […]
Read More →COVID WUFLU Stupid government. There we go. Thoughts: Just unleash the same playbook, but it will go faster this time around. Ignore your personal thoughts on what should be done. Don’t you think NPL acquirers are going to rock and roll? Is there a listed co here which sells guns? And we’re off to the […]
Read More →AS to launch 8-10 online games in FY21, expects download jumps from 2nd round of Covid spreads, target 15-20% next year. BCP sets Bt23b capex for FY21 to revamp cracking unit and R&D petroleum products, purges holding in Lithuim Americal Corp (LAC) for $136m vs initial investment of $36m, cap gains will be rec directly […]
Read More →IND: engineering consultancy firm, turnkey service for infra, power plant, commercial, industrial and residential development, Index International Group, debut today, 90m shares at Bt1.1 apiece. Comment: Lets see if this name still pops. INSET wins mobile phone station upgraded, green field and repeater installation for TRUE total Bt250m. SGF anticipates meaningful turnaround 4Q from improved […]
Read More →ASIAN assures hygiene of 2 food plants in Samut Sakhon seaside province, control measures and tracing record applies to every person, banning entry of anyone, until Jan 4, 2021, with exposure to shrimp market since December 1. Comment: Sure, lets see what happens to the pricing of the food when supply declines as a result […]
Read More →What a day! The government decided to do some tests over the weekend and discovered that the WuFlu is still in Thailand. So the market promptly dropped -5%. The next few days are going to be interesting for the social mood/market mood. There is a thinking that the whole country will do a lockdown (I […]
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