ThaiCapitalist research
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 →The Executive Talk: Project Planning Service PCL (SET:PPS) BANGKOK, Feb 11, 2019 – (ACN Newswire) – Project Planning Service PCL (SET:PPS) Chief Executive Officer, Khun Phongthon Tharachai discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: What is PPS’s business model? We provide services that are used throughout the entire […]
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 […]
Read More →ABM ABM upbeats FY19 earnings from strong demand for biomass fuels for powerplants, target sales volume +25% yoy above 600k tons, new lumber plant to cod in May. ANAN ANAN anticipates solid 1Q driven by recognition of 4 condos projects worth Bt14b kick-off transfer late 4Q18. Comment: The key question for property developers that everyone […]
Read More →E-commerce in Thailand grew to Bt3.2 trillion last year: ETDA : Thai e-Commerce grew the most in the Asean region last year, due to changes in consumer behaviour, and its value is expected to hit Bt3.2 trillion, the Electronic Transactions Development Agency (ETDA) said on Saturday. Government petitioned for safeguard extension : Seven steel-related associations […]
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