ThaiCapitalist research
ADVANC will report on Monday (February 8) after-market, Bt27.53b consensus AMA in talk M&A logistic co., aiming to branch out from tanker, Oil & Gas and chem transport to diversify business, finalize deal within 1Q, target 10-15% revenue growth this year. AMATA to stop its Bt140m first-phase investment in Yangon Amata Smart and Eco City […]
Read More →EGCO’s confident of growth this year, supported by 500-600MW rise in capacity, including 272 MW from Linden Cogen in the US, which will contribute from 2Q21. CHG reaffirms solid 4Q20 from strong OPF & IPD patients traffic, Respiratory Syncytial Virus (RSV) outbreak in infants and young children and tailwind from SSO patients. FSMART plans to […]
Read More →TS & BEM expect MRT ridership to recover on reopening of schools and longer operating hours of business from February 1. Comment: I wonder how long these 2 will wait before selling the lines to an infra fund. ECF sets 10-12% revenue growth target this year, on rising furniture orders, both local and overseas, sets […]
Read More →It’s only been 1 month. 1 month! What a start to the year. When looking at the the worst performers for the past 12 months, would you bet against banks? They’re given capital by the BOT to lend out and make a spread, cheaper than getting deposits. Sure NPLs and provisions will be in the […]
Read More →Notable Transactions Buy(s) THB 44.5 mn THG – The Chairman continues to buy buy buy. Sell(s) THB 74.7 mn RML – No one appears to do well with KPN as a partner.
Read More →“Myanmar’s Aung San Suu Kyi and other top leaders have been detained in an early-morning raid in an apparent “coup,†her party’s spokesperson Myo Nyunt said, a move that came after the country’s military disputed its landslide win in a November election.” Source: Bloomberg Why should those on the Thai equity markets care? You have […]
Read More →Co-pay scheme generates B70bn: Goal of the scheme is to stimulate consumer spending. Capital worth 70 billion baht circulated in the economy during the 3 1/2 months of the co-payment subsidy scheme, says the Finance Ministry. Bangkok Post Exports above expectations: Exports fared better than expected for the full year of 2020, contracting 6.1% from […]
Read More →APURE sees big jump this year from strong sweet corn, fresh fruits & vegetables exports thanks to surging demand for home cook, sees healthy margins from high utilization rate. BEAUTY sets 5% revenue growth target this year with >5% net margin, on three strategies, re-structure, re-new, and re-model. IVL sets to double its EBITDA by […]
Read More →ADVANC sees BB data traffic +70% yoy from WFH & distance learning, will amp up network expansion to boost market share. CHAYO announced partnership with AUCT, expects value addition to current leasing business and distress debts management where AUCT able to accommodate 30-40k vehicles thru its yards. Comment: COM7 owner bought in, and now a […]
Read More →AMATAV sees better performance than last year, expected to sell 1,050 rai of land in 2 IE in Vietnam, in talk with partner to invest in 3,000 rai IE in central Vietnam. Comment: They have never hit their targets. They haven’t done anything positive in Vietnam versus effectively every other international and domestic player there. […]
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