ThaiCapitalist research
AP’s 1H19 presales stood at Bt20.8b, +20% or 50% of Bt41.8b this year target, plans 23 new projects worth Bt27.265b in 2H. Comment: What real estate crisis? Of course the question lies in whether or not the projects transfer CPF expects windfall from ASF swine outbreak in Vietnam, sees swine price and sales volume recovery […]
Read More →The Trump vs Xi rhetoric has calmed down and therefore its all BUY BUY BUY
Read More →ARROW anticipates FY19 turnaround driven by recognition of Bt1b backlog from electrical conduit orders for infra and bldg. pj and lower SG&A, sees additional pj coming in the pipeline 2H. CHAYO in talk 4-5 financial institution to buy NPLs, t/g additional Bt2b loans in 2H from current Bt41b total loanbook, firms on 25% rev growth […]
Read More →Notable Transactions Buy(s) 72 mn WP – That’s an interesting purchase, changes happening? Sell(s) 190 mn HMPRO – The Chairman keeps dumping his shares.
Read More →Small hotels set to legalise ventures : Some 5,000 non-registered small hotels are expected to legalise their business after a recent order issued by the National Council for Peace and Order (NCPO). Bangkok Post Opposition takes charter change campaign to public : On 87th anniversary of Siamese revolution, anti-junta camp targets clauses ‘aimed at entrenching’ […]
Read More →Six private operators petition PM Prayut on BMA awarding 30 years concession to TRUE for underground telco cable projects worth Bt20b. Comment: Does anyone else not finding this contract to True to be f@#king scandalous? Oh yes and all approved whilst there is no government either. AMATA sees IE land demand surge on foreign production […]
Read More →7UP paid Bt50m for 3 bio-mass PP in the South with 6MW capacity, CODs next year.Comments: So the values of PP’s have dropped tremendously since their highs of 80-100 mn baht / MW in 2012 AMANAH sees positive loan growth 2Q driven by demand from auto loans, will accelerate sales on seized vehicles in 2H […]
Read More →More than 50 firms, including SCC, GPSC, BCPG, IRPC, GUNKUL, WHAUP, EPCO, have bought bidding envelops for 45MW floating solar PP, result by Aug 20, 2019. COM7, JMART, SYNEX to benefit from strong THB on lower costs of import mobile and gadgets; BGRIM, EGCO and GULF also expects to benefit from investments on power biz […]
Read More →AOT to seek board approval for TOR of Suvarnabhumi’s 3rd runway in Jul, seeks new govt to approve its Bt202 development plan, including in new airports in Phuket and Chiang Mai.Comment: I’m not holding my breathe whilst waiting for this to go through DELTA may see 2Q FX losses from strong THB. Comment: All of […]
Read More →Notable Transactions Buy(s) THB 42mn THG – And he’s back to buying shares again Sell(s) THB 1.9bn HMPRO – And the Chairman continues to sell shares, it does look like he’s effectively liquidating his holdings SGP – The Chairman here sells off a ridiculous amount of shares in what must be a block sale
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