ThaiCapitalist research
Button down, tighten those seat belts, we’re going to see the aftermath of the Coronation of His Majesty the King. What is going to happen on the 9th May? Despite my personal opinions it looks like Prayuth et al shall be forming a weak coalition government. But could there be a twist? Let’s see, volatility […]
Read More →Notable Transactions Note: It is the silent period for most PLC’s hence the lack of trading activity Buy(s) THB 5.1 mn n/a Sell(s) THB 2.7 mn n/a
Read More →Uproar as EC found in error again : Doubt rising over entire election: critics . The Election Commission (EC)’s credibility has come under scrutiny yet again after it announced incorrect results for a recount on Sunday in a Nakhon Pathom constituency, held to “correct” a tally that had been questioned. The Nation FPO cuts 2019 […]
Read More →BBL: anticipates 2Q turnaround after loans shrink 1Q from corporate re-payment expects NII recovery from bancassurance and mutual fund business, maintain 4-6% full year loans growth target, Bt 20b LLP flat yoy. Comment: They are the best bank atm….a race to the bottom for the industry? BJC: sees positive earnings momentum 2Q from additional packaging […]
Read More →BEM: won arbitration on fare adjustment of second state expressway, authority (EXAT) required to pay Bt 1.048b for damage, EXAT may filing petition to request court to revoke arbitral award w/in 90 days. CK: mulls to bid for infra pj combined worth Bt 300b, expts to wins at least 20-30%, reassure Bt 30b FY19 rev […]
Read More →TET: In the past few years, SCI has expanded regionally. Please explain how this has progressed. SCI: SCI initially expanded into Lao PDR in 2006 as we saw the market demand for our products specifically transmission towers as Lao PDR aimed to become the Battery of Asia. Our strategy when approaching a new market is […]
Read More →And he’s out with his latest commentary, this time around he talks about the key issues surrounding the market today, a decent 5-10 min read, enjoy! Note: Because it’s only email that one receives when subscribing to Blackstone there is no link so I’ve posted the commentary in its entirety below. Sifting through the Clutter […]
Read More →ADVANC’s board to decide on May 9 whether to take up Government’s offer to defer payments of 900MHz license fee, sets 1m AIS Fibre customers and becoming top 3 by 2021. Comment: Of course the telco’s are going to take it, its free savings. Absolutely ridiculous move by the government. AP to launch Bt8.8b JV […]
Read More →AOT reports passenger traffic at SIA during TNY Apr 9-18 at 1,874,866, +7.18% yoy, aircraft movement +9.73% yoy to 10,306 flights during holiday. Comment: This is interesting, because it may imply that the increase in travellers may be Thai’s going abroad as opposed to tourists visiting Thailand given the latest tourism data. BEC board to […]
Read More →Notable Transactions Buy(s) THB 83.9 mn WP – The Acting CEO bought 1.5% of the shares Sell(s) THB 1. 9 bn NOBLE – All over the news in the past 2 weeks, the nephew has returned to buy back shares from his uncle and he’s brought BTS group with him ROCK – A big lot […]
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