ThaiCapitalist research
If you want a good summary highlighting every issue that Thailand is facing at the moment then you could do far worse than this one, here’s a snippet and a link to the rest of the article. Raising Thailand’s global skills game is not easy when you are on your 20th education minister in 17 […]
Read More →There’s a lot of sectors in the red…and unless the government pulls a magical rabbit out of the hat, I have my doubts that the market will remain positive by year end. Consumer spending may still be weak, infrastructure spending isn’t exactly setting things alight and won’t really impact the economy until 2019 at the […]
Read More →ADVANC ADVANC is paying a dividend of Bt3.51/share, XD on August 7. 1H17 earnings fell 16% due to depreciation and higher expense. 2Q17 net profit decreased 6.2% to Bt7.2bn. (Khao Hoon, 31/7/17) AOT AOT expects FY2017 (Oct 2016-Sep 2017) tourist arrival growth of 8-10%, driven by government measures to boost the tourism industry. (Thun Hoon, […]
Read More →Notable Transactions Buy(s) THB 19.4 mn n/a Sell(s) THB 2.4 bn BAT-3K – A sale to new shareholders in BAT-3k
Read More →Minister of Transportation to propose Purple Line to cabinet this week. The contract for the Thai-Chinese railways will not be finished this month. (Thai Post, 24/7/17) Finance seeks cabinet nod for B40bn in handouts. The Finance Ministry will seek cabinet approval in the next week or two for a 40-billion-baht budget to assist people who […]
Read More →BCH BCH signals strong 2H17 performance, driven by revenue from Social Security patients and better performance at WMC. (Thun Hoon, 27/7/17) Comment: WMC had been a drag on BCH ever since they launched it 4-5 years ago. The market is still betting on a turnaround in #’s something that has yet to be sustainable. BCPG […]
Read More →BPP BPP is expanding in both domestic and international markets. It bought a 28MW solar farm in Japan. It plans to invest US$82mn in 2H17 in both M&D deals and auction in order to underwrite long-term growth. (Thun Hoon, 26/7/17) EARTH SET asks EARTH for more detailed explanation. The SET is responding to the company’s […]
Read More →AOT Suvarnabhumi rental to be finalized in July, to take effect in Jan 2018. (Khao Hoon, 25/7/17) GOLD GOLD revised up its sales target to Bt18bn from Bt20bn. 1H17 presales were Bt11bn. It will launch 10 projects in 2H17. The yearly target is 15 projects worth Bt14.3bn. Overall, it thinks the real estate market in […]
Read More →And so the bank earnings came out with a general disappointing trend across the board. The next 3 weeks will be fun as every other company will be releasing their 2Q #’s by mid August. Is there anything else interesting? The THB has continued its recent strengthening trend and finally the electronic manufacturing names are […]
Read More →Notable Transactions Buy(s) THB 134 mn BLAND – And he’s still buying. TMC – Rather strange, the Chairman and another director bought 15% of the company, and the stock price has jumped through the roof, what’s the story here? Sell(s) THB 112 mn ECF – 6% of the company was sold to..?
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