CHAYO sets Bt3b capex for bad debt purchase, hoping to secure Bt10-15b in bad debt purchases this year, to wrap up plan to set up a JV in AMC in 2H, firms on 25% revenue growth this year. Comment: So much money to be made for these players… DOD to launch CBD based supplements this […]

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BE8 sets Bt620m for X10 acquisition, completion about Aug 2022, boosting digital transformations, to realize Bt313m of Bt564m backlog this year, with plan to bid for another Bt569m, firms on 50% revenue growth. Comment: Boom, stock up. ORI sees solid recovery in 2Q, to start transfer of Bt12b luxury condo, while hotel business under One […]

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Notable Transactions Buy(s) THB 103 mn THANI – Recap done, so will this rise as it did after past recaps? The Chairman seems to think so. SUPER – The CEO is back to buying. Sell(s) THB 280 mn TSR – The family selling their stake to SABUY.

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ADVANC sees 2H turnaround from larger revenue from roaming service on recovery demand for travel, sees positive momentum in upmarket & corporate solutions, maintaining 4-6% FY22 revenue growth target. Comment: No one (except for this one incredible lady who is reading this) comments on the fact that ARPU’s for 5g are rubbish. AS will launch […]

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ASIAN revised up FY22 revenue growth target to 19% from 12% after 1Qnp came Bt248m, +15% yoy, sales +35% yoy >Bt2.8b, upbeat outlook on frozen foods & pet food exports, weak THB boosted earnings. Comment: Been impressed by this. DOHOME firms on plan to add 5 outlets this year, sees 2Q SSSG ranging high at […]

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AP target 11 new launch total Bt16.24b in 2Q (1 SDH Bt3.4b, 8 townhome Bt7.24B & 2 condos Bt5.6b), sees 4M22 sales topped Bt16.15b (Bt13.52b horizontal & Bt2.62 vertical), Bt31.93b backlog assures earnings visibility, firms on Bt47b full year revenue target. Comment: I do wonder if all the increases in commodity prices, will the construction […]

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ADVANC’s expressed opposition to the planned merger of its rivals TRUE and DTAC during the hearing organized by the NBTC, saying the deal wud diminish the price war and free competition in the segment. Comment: Well would they publicly support it? DCC sees flat qoq in 2Q22, firm on 5% revenue growth target this year […]

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BBL’s firm on 4-6% loan growth target, sees lower LLP at Bt26b vs Bt34b yoy, mulls JV to set up an AMC to manager bad debt. Comment: Read between the lines “THERE IS A STUPID AMOUNT OF BAD DEBT” GFPT reaffirms solid earnings from strong poultry orders from EU to replace supply from Ukraine and […]

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Notable Transactions It’s been and will continue to be a quiet period for management transactions until all 1Q22 earnings are out. Buy(s) THB 80 mn THG – This director sees value after the pump and dump Sell(s) THB 10 mn N/a

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Japan vows aid after PMs meet: B13bn package to bolster recovery. Prime Minister Prayut Chan-ocha and his Japanese counterpart Fumio Kishida met to bolster defence and economic cooperation and discuss the war in Ukraine yesterday. Bangkok Post BoT loan schemes hit B300bn over 2 years: Listed banks report stagnant growth. Loan extension under the Bank […]

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