Updates
APM APM establishes new subsidiary for leasing business in Laos. It is going to extend its first lot of loans amounting to Bt50mn. It plans to complete six IPO deals this year and to expand its consulting service to strengthen its business. (Thun Hoon, 9/1/18) Comment: These are the guys that list a lot of […]
Read More →Notable Transactions Buy(s) THB 41 mn RS – And he’s still buying at these levels… Sell(s) THB 22 mn N/A
Read More →And its off to the races! The SET is already up 2.4% in the first few trading days of the year with daily traded values at THB 80 bn, nearly double the normal value traded. Plenty going on oil prices, potential interest rate hikes, infra, and elections. Best of luck figuring out what to buy […]
Read More →BCPG BCPG will generate 53MW electricity in 2018 from power plants in both Thailand and Japan. It estimates 2018 investment budget of Bt4bn to develop projects and plans to focus on green energy investment project in Asia and Australia. It projects earnings to grow by 15% annually in 2018-2022. It also plans to conduct a […]
Read More →BOT still has concern over household debt which will be able to drag consumption. It says the government should progress investment so the private parties can follow. It also has a positive outlook towards traveling in secondary provinces. (Thai Post, 30/12/17) 5,007 factories apply to set up factories (Ror Ngor 4) in 2017, -4.66%YoY but […]
Read More →ADVANC ADVANC is going to sign a contract with TOT to rent equipment for providing telecommunication services and a contract to use TOT’s 2100 MHz spectrum. (Khao Hoon, 5/1/18) AMA AMA’s board approved the purchase of an oil and chemical tanker with capacity of 13,221 DWT, for Bt283mn. It believes this purchase will improve its […]
Read More →AIT AIT targets 2018 revenue to grow by 10% to reach Bt6bn on current backlog of Bt3bn, of which Bt2.6-2.bn will be booked as revenue in 2018. It plans to bid for new projects from both government and private sectors. (Thun Hoon, 4/1/18) Comment: More news flow seems to be coming from ths sector, AIT […]
Read More →AOT AOT says 1QFY18 (October-December 2017) passengers grew far better than its expectation of 14%, as the number of international travelers rose significantly after the removal of the ICAO’s red flag. AOT is going to adjust its estimates. (Khao Hoon, 3/1/18) Comment: Over the LT this company will still continue to perform given the continued […]
Read More →Notable Transactions Buy(s) THB 8.45 bn AAV – The massive re buyback of his shares from King Power Group TU – I have been wondering when will the transition of TU from a commodity company to a consumer company be completed TIC – That’s 5% of the shares, I wonder who the buyer is. Sell(s) […]
Read More →Last one for the year so I’ve kept it all Thailand related BOT will maintain expansionary monetary policy, even though Fed has raised the interest rate in order to strengthen economic recovery. While it says banks is adjusting itself to cope with financial technology changes, which it views that this an opportunity to lower costs […]
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