ThaiCapitalist research
Prayut set for tour of provinces : PPRP rallies overlap with appearances. Prime Minister Prayut Chan-o-cha is scheduled to visit four provinces to follow up on government work over the next two weeks, a move that appears to follow the trail of Palang Pracharath Party (PPRP) election campaign rallies which will be held prior to […]
Read More →AOT to seeks Treasury Department deal to extend the remaining 14-year land lease contract to new 30-year contract, to accommodate upcoming concession bids for duty-free and commercial areas. DOD denied rumors its major shareholders were dumping share, sees return to profit in 1Q, mulls at least 5 investment projects. KBANK estimate JV with LINE Corp, […]
Read More →BBL sets 4-6% loan growth target, adapts well to IFRS9. Comment: Well IFRS9 may be postponed for the entire sector… BGRIM completed acquisition of 124MW GLOW SPP1 Bt3.3b, boosting capacity by 6% from current 2,076MW. BMTA’s cancelled CHO’s Bt1.665b e-Ticket and Cash Box contracts for breaching of TOR. Comment: And then CHO came out with […]
Read More →AP kick-off transfer of upscale condo projects, Rhythm Ekkamaii estate, 32 storey 326 units. Comment: And let’s see how things progress from April onwards. I suspect that there won’t be much of a demand drop. BJCHI sees turnaround this year with Bt2b revenue, +100% yoy, on realizing Bt1.9b backlog, to bid for 7 projects worth […]
Read More →Notable Transactions With earnings season/reporting over, directors and management were buying back. Buy(s) THB 154 mn JKN – She/he continues to buy shares in JKN – Whatever happened to that supposed share sale to another investor… THG – And he still continues to buy shares in his name since IPO Sell(s) THB 38 mn N/a
Read More →Rubbish earnings lead to the market pulling back…or is the confusion in with the elections? Or could it be just because the market had a strong snapback rally that it’s time for some profit taking?
Read More →BAY sets 5% home loan grwth t/g frm dmnd frm foreigners, boosting outstand loan grwth to 7%, capping NPLs at 2.4-2.6%. COL sets 10% rev grwth t/g frm 5-6% sales grwth at existing B2S stores, sets Bt500-600m capex for 20 new stores, mulls listing of MEB in 2 yrs. Comment: It’s a bit ridiculous that […]
Read More →Prayut set to make PPRP campaign bow : PM tipped for rally in Nakhon Ratchasima . Prime Minister Prayut Chan-o-cha is expected to make his public debut as the prime ministerial candidate of the Palang Pracharath Party (PPRP) and address voters in Nakhon Ratchasima, his birthplace, this Sunday. Bangkok Post NESDC keeping an eye on […]
Read More →BTS reassures solid 4Q18 (eo-Mar19) from full qtr contribution of skytrain operating rev for south green line extension and tailwind from subsidiary, VGI. IRPC sets Bt105b 5-yr capex, seeks board approval for Bt40b MARS pj mid-yr, t/g $100m EBITDA for GALAXY pj. MINT sees rev doubled in FY19 on full yr contribution from NHH and […]
Read More →AMATA reports 40 acres IE land sold for Jan-Feb, expects big jumps from +30% repricing and tailwind from utility biz. Comment: Seeing is believe, 40 acres is…nothing, and far below what they’ve been saying they would achieve for the past few years ASIAN upbeats FY19 earnings from healthy demand for pet food, in talk partners […]
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