Updates
ADVANC ADVANC to trade Bt3.30 XD on Wed 20Government says it needs time to consider whether delaying bidding on 5G Comment: It would be ridiculous if the government approves a postponement of payment for the 4G license bidding. Except for TRUE (which is a financial basket case), DTAC and ADVANC make plenty of CF. AOT […]
Read More →So here we are, some earnings are out and are meh, some are ok, nothing is really being knocked out of the park, although if you have a look at Thai Beverage’s (listed in Singapore) #’s their spirits (alcohol) business did gang busters business. Thai government stimulus paying off?
Read More →Notable Transactions Buy(s) THB 1.5 mn N/A Sell(s) THB 768 mn ADAM – Probably a backdoor listing on the cards Comment: One main reason you’ll see less management/director share movements is because its Full year reporting season and therefore until it is completed this will be quiet
Read More →Thai bonds to draw foreign investors : Rise in capital inflow seen if baht maintains upward trend in first half of year. The strengthening of the baht since the beginning of the year would draw foreign investors to the Thai bond market, said Thiti Tantikulanan, head of Kasikornbank’s Captial Markets Business Division, adding that sectors […]
Read More →AH AH upbeat 1H earnings from delivery of auto parts to clients, expects full year exports sales +10% yoy, eyes 5% revenue growth target. Comment: The profit growth is > than revenue but that’s due to their odd deal structure in India BGRIM BGRIM raised holding in subsidiary, Bgrim Solar Power Rooftop, to Bt251m from […]
Read More →ASIAN ASIAN reaffirms big jump 1Q from strong premium pet food exports aft team up with German partner, Happy Pet, to expand mkt in Europe. CPN CPN in talk to renew lease contracts with 2 key clients, ZEN and Isetan dept store, before expiry in 1Q&3Q19, upbeat prospect from higher rental rev and L/T cash […]
Read More →AP AP sets Bt10b a year from the year 2019-2022 to achieve total revenue of Bt60b in 2022, said CEO. Comment: What slowdown? BEAUTY BEAUTY sees strong 1Q19, sets 20% revenue growth target and >25% net profit margin for FY19, confident of growth in China, after securing deal with Carrot Mall to become major distributor […]
Read More →And telco’s are driving the market! Wait what? Yup. What?! Yup INTUCH and ADVANC drove it. Oh because of..? Yes that’s right. And this week? Well you know what happened right? Ah yes…
Read More →Notable Transactions Buy(s) THB 0.9 mn N/A Sell(s) 7.5 mn N/A
Read More →AOT NESDC, formerly known as NESDB, opposes to AOT’s plan to build Terminal 2, asking AOT to stick to 2003 Master Plan by building 3rd runway and extensions to East/West passenger terminals. Comment: Who knows who’s right here. BDMS/BA BDMS’s founder, Prasert Prasarttong-Osoth, paid Bt500m to settle stock manipulation cases. Comment: Short term thinking never […]
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