ThaiCapitalist research
Notable Transactions Buy(s) THB 417 MN GULF – And he keeps buying and buying THG – This is a rare buy from this Director CK – The EVP of Human Resources buys a chunk MINT – The CEO is averaging down his purchases. Sell(s) THB 3 mn N/a
Read More →Note: 2 weeks worth of rambling here Models There’s been a lot of chatter online, especially in the US and Europe regarding the forecasting of the wuhan-virus and the changes in forecasts on infections/deaths. Having built more than enough financial models in my career attempting to forecast the potential revenues/cashflows/profits etc of a company/industry my […]
Read More →B400bn fund to steady corporate bond market : The Bank of Thailand (BoT) insisted yesterday the planned establishment of a 400-billion-baht corporate bond fund managed by itself is a necessary instrument in stabilising the corporate bond market amid concerns about possible interference from economic experts. Bangkok Post Coronavirus aid rejectees raise ruckus at ministry : […]
Read More →ASIAN anticipates 2Q turnaround from recovery pet food sales and frozen food aft China reopens, allots Bt230m budget to revamp production line and cold storage, maintaining 20% revenue growth target. CPN in co-operation with Internal Trade Dept prepares a space for free for farmers to sell their products during April 15-30 at various locations. CRC […]
Read More →EA upbeats 1Q earnings from higher revenue recognition yoy from 664mw capacity, mulls to revise down full year revenue growth target from 30% as EV business and biodiesel are taking hit from virus, seeks M&A to boost capacity. Comment: EV business….sorry but with the issues surrounding the raw materials for this battery tech I don’t […]
Read More →AKR branches out from power transformer business to solar rooftop turnkey contractor, Bt450m backlog to realize this year, maintaining Bt1.6b full year revenue target. Comment: The numbers make sense for this solar business as the owner i.e. factories etc, payback period is fast, hence why one shouldn’t be surprised to see GFPT maintained 7.7k tons […]
Read More →Managing Director, Mr. Witoon Suewatanakul discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain GGC’s business model. GGC’s aspiration is to become a leading Green Chemical Company. Being a listed company on the Stock Exchange of Thailand since 2017, GGC has embarked on investing in our products and […]
Read More →BEM sees March tollway traffic -25.8% yoy, MRT ridership -29.2% yoy, expects bottom out in April. Comment: It probably should bottom in April, the question on people’s mind will be recovery potential. DOD upbeats on 1H earnings from strong sales momentum of alcohol gel and sanitizer products, mulls to raise capacity to 500k bpd from […]
Read More →AMATA in JV with Broadwin International HK to set up Amata Chinese Smart City, holding 60% stake. Comment: A non-event… Auto dealers see surging loans rejection rate, forgoes booking deposit & delay vehicles delivery, expects more auto makers shut down plants as dealers unable to take up stocks, Tabloid. Comment: Not stock specific, but it […]
Read More →Notable Transactions Buy(s) THB 153 mn PCSGH – A director puts a decent chunk of change into the company. Do you think people will buy more cars in the future to avoid taking public transport? SUPER – And he keeps buying up shares Sell(s) THB 63 mn JCK – The Chairman dumps a stake
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