DOHOME reported SSSG MTD-Oct >30% yoy, above 20% Sept avg, online sales +300% yoy, expects positive momentum carry thru holiday season, opening 2 stores before end of year. Comment: Now the question for firms like DOHOME is can it continue such a growth momentum from 2022 onwards? KEX forms venture with livestocks co, Betagro, to […]

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AI & AIE: both merged PAR from Bt0.25 to Bt1 effective today. BAFS: THAI cuts holding by 2.3529% to 4.019% of total outstanding on Thursday (Oct 7). Comment: Amusing Thailand. This is one of Thai’s best assets pre-covid, and will again be post-covid. COM7 maintained 15-20% FY21 revenue growth target, sees advance booking on iPhone […]

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Notable Transactions Buy(s) THB 456 mn JMART – Look at how much he’s bought back BANPU – Wonder if the founder/chairman realises that the recap was a silly idea, share price would be +50% higher by now… SPALI – Family still buying! MORE – Funny movements in this share price for a while… RAM – […]

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Govt caps diesel at B30/litre: The Energy Policy Administration Committee (Epac) has approved a cap on diesel prices of 30 baht per litre starting from next Monday until the end of the month to help reduce living costs for consumers, Deputy Prime Minister and Energy Minister Supattanapong Punmeechaow said yesterday. Bangkok Post PM outlines vision […]

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BPP: firms on plan to cod 3 power plants in JPN & Vietnam total 60mw in 4Q. EGCO: subsidiary, EGCO Plus, acquires 17.46% in U.S-based renewable developer, Apex Clean Energy Holding, transaction to completed within 4Q. OTO: wins a 3 year contract to provide call center & customer service for State Railway (SRT) total Bt166.84m. […]

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MAKRO: seek holders approval to recover Lotus Thailand & Malaysia assets transfer upcoming virtual EGM October 12, expects transaction completed within October 25, mulls sell PO to boost free float >15% from current 7% to qualify for SET50. Comment: Just imagine this does a DELTA. And yes recovery in business etc etc. MBK: issues free […]

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AEONTS reports 2Q21np (end of Aug) at Bt678m, -29.8% yoy; missed Bt1.09b consensus, pays Bt2.5 dps, XD Oct 18. Comment: “Ruh Roh” KBANK to cut loans to coal-fired power plants, target carbon free by FY30. Comment: Idiots. But this is more PR than anything else, when was the last time Thailand had a serious launch […]

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Commodities. It isn’t stopped. Brent oil north of 80, coal skyrocketing, nat gas skyrocketing etc etc… China just said told its government officials “GET ALL THE COMMODITIES YOU CAN”…I thought that this is was a group that was supposedly clever and long term in their strategic thinking… Whilst we’re grinning from ear to ear in […]

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ADVANC may report Bt6,688m 3Q21, +2.7% yoy, as online-call center and AIS mini corner helped servicing clients during pandemic, while AIS fiber home internet rev showed promising growth, Tabloid. Comment: The story for ADVANC is 1) sale of assets to a fund 2) True & DTAC merging and then the entire sector can start charging […]

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