ThaiCapitalist research
BBL BBL Asset Management sees Bt6.4b fundflows into SET if MSCI raises weight from 2.5% to 3%. Comment: This matters for the whole market, currently NVDR’s are not part of the MSCI calculations. BEAUTY BEAUTY teams up Carrot Mall to expand online sales and general trade channel in China, 5 SKUs of Beauty Buffet prod […]
Read More →ALT ALT in JV with RATCH in underground cable optic investment. ANAN ANAN to spend up to Bt8b to buy land for the development of 10 residential projects worth Bt38b +42% yoy, Bt36b presales +14% yoy, and Bt36b +9% transfers, to focus more on mid to upper-end segment. Comment: Fact remains, last year they hit […]
Read More →AAV AAV anticipates turnaround from lower fuel costs and improved cabin factors yoy, will take delivery of 4 new aircrafts to accommodate new routes, focus CLMV and south Asia. Comment: Oil prices just confound me half the time. Then again a lot of things do. But at these levels I don’t see why the airlines […]
Read More →BAY BAY target 6-8% loan growth, NPLs below 2.5%, NIM within 3.4-3.6% for FY19. JWD JWD in talk partner to expand F&B business, aims to branch out from food supply chain management & cold storage, expects to close deal in 2H, new cold storage facility in Mahachai to cod in June, firms on 15% revenue […]
Read More →And look at all these beautiful green days. Focus on divy’s until April and then lets see how the market unfolds post elections. It’s going to be a quiet week, CNY is ongoing throughout the region and Thailand’s equity market is the only one not closing during any working day.
Read More →Notable Transactions Buy(s) THB 40.1 mn THG – And he keeps buying and buying Sell(s) THB 214 mn OCEAN – That’s some 3-4% of the shares being sold
Read More →COM7&SYNEX COM7 & SYNEX anticipate big jump 1Q from handsets & gadgets sales on an upcoming event, Thai Mobile Expo, from Febuary 7-10. Comment: I wonder if/when 5G will come, there’ll be a lot of changes in terms of the phones required and every consumer will have to upgrade to this new technology…it could be […]
Read More →In this memo he takes on the topics of politics and economics and how its intertwined. Given that the acceleration (yes it was due to come at some point) of the global slowdown and financial markets volatility can be arguably due to the efforts of Trump to level the playing field with China. The discussion […]
Read More →Cross-border trade misses target, up 6%. Thailand fetched 1.4 trillion baht in 2018 from all crossborder trade, including transit trade, up 6% from the year before, but the figure fell short of the target. The figure fell short of the 1.5-trillion-baht target set by the Commerce Ministry. (Bangkok Post, 26/01/19) EEC gets 400,000 rai for […]
Read More →SAMART set a revenue target of Bt20b for this year, 30-40% rise yoy. Comment: Seeing is believing CHG sees higher traffic from fine-dust particles related, sets 10-15% revenue growth target this year, mulls cancer medical center for social security patients. Comment: Shouldn’t every hospital benefit? LH’s firm on Bt33b presales target this year, to launch 6 new projects […]
Read More →