ThaiCapitalist research
COM7&SYNEX COM7 & SYNEX anticipate big jump 1Q from handsets & gadgets sales on an upcoming event, Thai Mobile Expo, from Febuary 7-10. Comment: I wonder if/when 5G will come, there’ll be a lot of changes in terms of the phones required and every consumer will have to upgrade to this new technology…it could be […]
Read More →In this memo he takes on the topics of politics and economics and how its intertwined. Given that the acceleration (yes it was due to come at some point) of the global slowdown and financial markets volatility can be arguably due to the efforts of Trump to level the playing field with China. The discussion […]
Read More →Cross-border trade misses target, up 6%. Thailand fetched 1.4 trillion baht in 2018 from all crossborder trade, including transit trade, up 6% from the year before, but the figure fell short of the target. The figure fell short of the 1.5-trillion-baht target set by the Commerce Ministry. (Bangkok Post, 26/01/19) EEC gets 400,000 rai for […]
Read More →SAMART set a revenue target of Bt20b for this year, 30-40% rise yoy. Comment: Seeing is believing CHG sees higher traffic from fine-dust particles related, sets 10-15% revenue growth target this year, mulls cancer medical center for social security patients. Comment: Shouldn’t every hospital benefit? LH’s firm on Bt33b presales target this year, to launch 6 new projects […]
Read More →CPN Central group reports that it is working with Grab to develop full technology and it has acquired some shares in Grab. (Kao Hoon, 31/1/19) Comment: Well CPN isn’t exactly a major shareholder in Grab… ICN ICN’s backlog is Bt1.5bn. Management expects revenue growth of no less than 10% this year. It will start to […]
Read More →AOT AOT says it will build a second terminal at Suvarnabhumi airport although the Office of the National Economics and Social Development Council (NESDB) has not yet given its okay. It says the terminal is needed to accommodate excessive passengers. The proposal will be submitted to the board for approval again on Feb 20 before […]
Read More →BM BM signed an MOU with two Myanmar companies and set capex of Bt200bn to set up a processed metal products factory in Yangon. It targets revenue of Bt100mn in Myanmar in the first year. It expects revenue to be a record high with 20% growth this year. (Kao Hoon, 29/1/19) Comment: I’m still of […]
Read More →Notable Transactions Note: As requested by a follower you’ll see the last closing price, 52 week high/low Buy(s) TC – A swap between the shareholders THG – He just seems to be happy continuously buying back all the shares he put on the market last year JKN – And the founder is buying shares, its off some 25% from where he/she sold shares to the founder of BCH Sell(s) […]
Read More →Agriculture and resources are on a tear atm, and its well known that CPF is trading at its holding value in CPALL (for years). I do wonder when we’ll see the construction sector pick up…
Read More →AOT AOT grew in all ways. It reported that flights rose to 226k flight in 1Q19FY and passengers rose to 35mn, boosting earnings to Bt6.5bn in 1Q19FY. (Kao Hoon, 28/1/19) Comment: And so it still continues, people seem to forget that there are some 1.5 bn people in China and ~7% have a passport. Just […]
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