Updates
So, post songkran, what’s new? We’re going to see 1Q #’s start to come out, wouldn’t be surprised to see the banks continue to do better than expected….now the rest of the companies, the cost-cutting of 2020/2021 is done, now higher costs exist for any business that isn’t purely human driven (i.e. the IT co’s) […]
Read More →Notable Transactions Buy(s) THB 286 mn THG – I think they are now the most expensive hospital in the region. SABUY – Apparently lots of deals still going on Sell(s) THB 5.4 bn TRT – There must’ve been a typo in the SEC filing as it doesn’t make sense. So keep that in mind. TRT’s […]
Read More →Ruling PPRP aims to win 150 House seats: The ruling Palang Pracharath Party (PPRP) aims to win at least 150 House seats in the next general election, according to party secretary-general Santi Promphat. Bangkok Post Ministry closes 2 Covid-hit insurers: Two companies had their business licences revoked after they ran out of money to pay […]
Read More →CBG launches promotion to give away 500 moto-bike worth Bt25m, vows to maintaining selling price, to launch CBD mixed drink in 2Q. Comment: Been thinking that this group of co’s is “cheap” and we all know that the costs of their packaging/bottles etc are up for the moment, at one point this turns… HFT’s running […]
Read More →HTECH expected its product “cutting tools†will gain more order from hard-disk drive, data center, expecting to increase its capacity 3-4 folds from current capacity as well as sales revenue to grow 10% this year Comment: They were supposed to be the beneficiary of crypto miners, but that story appears to be finished. GUNKUL to […]
Read More →ATP30 to add 100 more vehicles to its fleet, with potential to add 5-6 new clients, boosting profit by 25% to all time high at Bt600m, mulls using EV for commercial purposes Comment: And that’s the business model for ATP30, win customers, add more vehicles, share price bump B to start 100 crypto mining machines […]
Read More →ASW reports Bt3,250m 1Q22 presales, or 33% of its Bt10b this year target, to launch 3 more projects in 2Q worth Bt3,180m, for a total of 7 worth Bt12,400m this year. Comment: A relatively new IPO, as a mid-size developer, being listed has helped to raise capital just before covid hit, perhaps will be a […]
Read More →So, covid + russian/ukraine = the SET above 1,700. No surprises here. DTAC&TRUE vote is this week, probably going ahead, this government nor its institutions wouldn’t dare go against CP.
Read More →Notable Transactions Buy(s) THB 210mn GLORY – Well…an online bookstore in Thailand – the CEO has bought a fair amount of shares, team thinks NFT play to pump it NUSA – Another great crony play. SLM – A suspended name? Probably a relisting play. Sell(s) THB 605 mn TKN – If the family continues selling […]
Read More →All eyes on China: New lockdowns in key industrial cities are causing a rethink about global supply chains. China’s zero-Covid policy has lasted for nearly two years and faced a tough challenge last week as a flare-up triggered fresh lockdowns in several industrial cities in hard-hit northeastern Jilin province and southern technology hub Shenzhen. Bangkok […]
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