ThaiCapitalist research
We are now entering the quiet period as it’s earnings season. Notable Transactions Buy(s) THB 105 mn ITEL – Owners son (of ILINK) is buying. A – Now that’s been a while since the owner bought shares. Sell(s) THB 56 mn HMPRO – He’s still selling hmmm….
Read More →Week 17/10 – 21/10 Stock news (baf.vn, dig.vn, dhg.vn, drc.vn, fmc.vn, fpt.vn, hdc.vn, imp.vn, pdr.vn, plx.vn, ptb.vn, nt2.vn, ntc.vn, szc.vn, vos.vn, vpi.vn) Comment: A lot is company performance figures – note that 3Q21 has a low base due to the lockdowns (remember those) – thus I can’t comment on every name – too much to […]
Read More →Bhumjaithai aims high: Party targets 120 seats, backed by cash and solid candidate line-up. With plenty of resources and a vast supply of election candidates at its disposal, Bhumjaithai is widely speculated to outdo the ruling Palang Pracharath Party (PPRP) at the next general election. Bangkok Post IMF projects Thai growth of 2.8%: Agency calls […]
Read More →AWC accepted transfer of leasehold rights of Bt4,205m Gateway Ekamai Project from its subsidiary, with plan to develop it into a fully functioning shopping center. Comment: Another private asset of the family are being monetised into the plc. BJCHI secures 2 contracts from Santos for projects in AU, involving supply and provide fabrication of wellhead […]
Read More →ASW expands into lifestyle and entertainment by taking 41.18% stake in Zaap World, to add brand value among new gens. Comment: Other than MK suki, and perhaps now After You, what other Thai brands have actually succeeded staying in people’s minds? CKP adds 8% more stake worth Bt21.5b in Luangprabang PP, bringing total to 50%, […]
Read More →AJ board approved procurement plan under Bt1.1b budget, to buy BOPP film machineries & equipment from EU & JPN for regional expansion, aims to capitalize on weak currency. AMARC: food & agricultural inspection laboratory, Asia Medical & Agricultural Lab and Research Center, debut IPO 120m shares at Bt 2.9 apiece. Comment: Now here’s your typical […]
Read More →AKR upbeats outlook from strong demand for transformers, supported by EV infra expansion, solar solutions, mulls expanding abroad to boost sales. AWC sees overall OCC pick up to 70-80% of pre-Covid from improved international travelers, expects momentum continued on holiday season, revenue from MICE to boost earnings. Comment: Despite the stupidly high air plane tickets, […]
Read More →ADVANC sets Bt30b capex to expand 5G network, to boost customer bases for AIS 5G and AIS Fiber to 2.2m from 1.97m, and to wrap up data centre JV with GULF by end of year. AGE mulls expand from coal & logistic to hire purchase business, target existing trailer drivers of the company, plans to […]
Read More →So during the shortened week the Thai market did finally wobble down, but more important is that the THB just weakened past 38. Ouch. And given that this incompetent government of the past 8 years has done nothing other than weaken the balance sheet and earnings of Thailand, there’s not much that the BoT can […]
Read More →Notable Transactions Buy(s) STARK – This Director buys a chunk of shares. JMT – And the founder keeps buying and buying. Sell(s) THG – Well since the founder has been kicked off the Board and Management by the SEC, his trades don’t pop up anymore
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