ThaiCapitalist research
BCH expects recent change to SSO payment scheme to boost revenue by 7-10%, confident of keeping #1 spot for SSO patient scheme with 880K members. Comment: It was a major risk for a short time, but now with this settled, these government reliant hospitals DTAC CEO, Alexandra Reich, resigns, effective February 1, Telenor Myanmar chief, […]
Read More →BBL sets 3-5% loan growth target this year, keeps NPLs below 3%, yet expects overall NPLs to continue to rise this year as the downbeat outlook for local and global economy persists, compounded by potential drought and THB’s strength. Comment: No growth in Thailand. Indonesia is the place to be. LH admits FY19 revenue to […]
Read More →I think this summarises the latest Memo from Howard Marks well. “Investing involves hidden information, luck and skill” Enjoy! Source: Oaktree
Read More →ADVANC was the 5th to acquire 5G bidding docs, while Cabinet gives greenlight for National Telecom (NT) to participate in the bidding. Comment: I want to see a JAS part 2. AP launches Bt4.7b luxury condo the Rhythm Charoenkrung Pavilion in JV with Japanese partner, plans 4 new condo projects worth Bt12b. Comment: The real […]
Read More →Why pay attention to this? They only manage some USD 6 trn in assets…so it wouldn’t hurt to see what they are planning to do with their capital and here’s the two key paragraphs and a link to the 2 of their letters “ Climate change has become a defining factor in companies’ long-term prospects. […]
Read More →AOT to sell 2nd round of TOR for duty free pick-up counter at DMK airport on Jan 20 as only 1 bidder participated 1st round. AWC holds press conference for new business cooperation at InterContinental Hotels Group. Comment: Still an overpriced behemoth. BBL seeks shareholder approval for Permata acquisitions upcoming AGM in February, expects transaction […]
Read More →It was all about the US vs Iran last week. The main news event this week has been that the government finally did their job and approved the budget for 2020 – only 3 months late. Who says “democratic” governments don’t work…
Read More →AAV to book Bt4.3b gain from selling 10 A320, before leasing back 9 of them. Comment: A tough industry getting tougher by the day. Although this my put them in a stronger balance sheet position versus their competitors BDMS board member, Puttipong Prasarttong-Osoth, sold 2m shrs at Bt25.5 avg on Thurs (Jan 9), SEC filing. […]
Read More →Notable Transactions Buy(s) THB 61.8 mn N/A Sell(s) THB 61.1 mn BDMS – Family members continue to sell
Read More →Govt told to delay land tax : Local authorites not prepared, says MP. The government is being urged to delay the implementation of a new land and buildings tax due to come into force tomorrow to give local authorities and taxpayers more time to prepare. Bangkok Post House committee slashes 2020 budget by B16.2bn : […]
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