CBG eyes no.1 domestic energy drink market share by FY22, targeting 20% revenue growth next year from CLMV sales, will finalize plan to list supermarket stores, CJ Express Group, within FY22. Comment: CJ dominates eastern Thailand, didn’t know that eh? Yup a drive around there and you won’t see 7-11’s, tesco’s, bigc’s as much as […]

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AS sees >100% growth in revenue this year, plans 6-10 new games next year, hopes to resume dividend payment mid-2021, sets Bt100-150m capex for Vietnam and Indonesia expansion. Comment: You’ll probably see a quarterly decline in revenues. AUCT upbeats 4Q earnings momentum from accelerating traffic at auction yard as Leasing & Banks purge repossessed vehicles […]

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Notable Transactions Buy(s) THB 271 mn VGI – BOOM! What a buy order. So first he buys a stake below 6 before the Kerry IPO is announced. Then BTS sells it’s stake in VGI to investors. And now he’s gone ahead without another massive buy. Sell(s) THB 12 mn N/A

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Protests Well it’s keep it short. I don’t see how this government steps down when they control the Government, the police, the army, the navy, the airforce, the courts etc etc. I can’t remember the last time there was a “political” group this powerful in Thailand’s modern history. I’ll rephrase this, there is one potential […]

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CPALL delays 7-11 expansion in Cambodia & Laos till Covid situation oversea improves, maintaining 700 outlets domestic opening target this year. Comment: Apparently the young kids are still boycotting 7-11 JWD mulls bidding for C19 vaccine transport contract from Astra Zeneca after TH chosen to be production hub in SEA, expects to win from secure […]

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BJCHI sees recovery in 4Q after bottoming out in 3Q, supported by Bt3.2b backlog, of which Bt400m to be booked in 4Q. DOHOME maintains FY20 SSSG target above 5%, set Bt1.2b capex to add 3-4 home improvement stores (size L) and Dohome To Go (mini store) next year. Comment: This player is going out there […]

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AP: local fund, KSAM, cuts holding by 0.1724% to 4.8731% of total outstanding on Monday (November 16), SEC filing. ASIAN sees positive earnings momentum carrying thru FY21 after reducing reliance on frozen seafood, branching out to pet food, pre-cooked and ready meal, seeks M&A logistics & pet food producer to support group business. Comment: Lockdown’s […]

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ANAN’s CEO, Chanond Ruangkritya, sold 249.975m shares at Bt1.33 average on November 11, SEC filing Comment: BTS is the block buyer, this group seems to have their hands everywhere atm. Will we see the NOBLE playbook? AS issues free warrant, AS-W2, 89.2m units for existing holders at 5:1, revises dividend payout to no less than […]

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Notable Transactions Buy(s) THB 35.9 bn BJC – Continuation of the family selling the shares from their names to their private holdco. Sell(s) THB 36.3 bn BJC – See above ANAN – A block sale to BTS – they are everywhere! CKP – A director dumps a fair amount of shares

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JKN moves from MAI to SET from today. OSP sets double digit growth for next year, and Bt2.5b capex to boost efficiency and explore new markets. Comment: Basically they are doubling the capacity of the Vitamin C drink. TASCO to book Bt179m insurance claim in 4Q, still have enough crude to feed Malaysian refinery until […]

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