Market research on Thai Stocks in the SET Index
Week 04/09 – 06/09 Company BMC VN: successfully mobilized VND1,000 bn through the bond channel in August, bringing the total outstanding bond debt to more than VND13,200 bn. BCM VN: continues to successfully issue bond batch code BCMH2427003 with issuance value of VND500 bn, 3-year term. GEG VN: successfully issued 2,000 bonds with a total […]
Read More →BGRIM: reports cod-ed 20mw Gifu solar project in JPN yesterday. TRUE: collab with Intel to provide smart healthcare solutions, will deploy OpenVino software providing edge AI in healthcare solutions that support diagnosis & treatment, medical data mgt will be provided by TRUE network that connects med equipment installed in various areas to hospital’s central system. […]
Read More →BDMS signed MOU with Russia’s largest private healthcare provider, MEDSI, to enhance medical marketing, operations collaboration and medical tourism. Comment: Thailand is the #1 playground to play a fool and get healthy again. CIVIL wins project from Highway Dept valued at Bt699.57m. BAFS keeps 5b ltr FY jet refueling volume, estimate average daily volume exceed […]
Read More →ACE will cod 21 solar farm combined 47mw by end of year, firms on plan participate bidding for 3,600mw renewable ppa under new power development plan (PDP). Comment: Ticks some boxes for the woke ESG crowd, makes the family wealthy at the cost of businesses and the tax payer. EMC in collab with eTreego, a […]
Read More →BBL is expected to benefit from jump start investment and global recovery as overseas loans account for 26% of loan book, 28% of total loan came large corporate clients while working cap loans account for 44% of total loans should enjoy positive impact from economic recovery. Comment: It is fascinating to see that BBL arguably […]
Read More →ADVANC collab with Singtel and 34 members of leading mobile alliance, Bridge Alliance, to provide GPU-asa-Service offers a convenient way to access high performance computing resources for machine learning & data-intensive applications, allows users to leverage advanced computational capabilities w/o the need for expensive hardware or complex infra mgt. BA keeps 4.5m FY passenger target, […]
Read More →Notable Transactions Buy(s) THB 83 mn Sell(s) THB 71 mn
Read More →Week 19/08 – 23/08 Company – bsr.vn, dig.vn, frt.vn, kdh.vn, mwg.vn, nvl.vn, vnm.vn BSR VN: submitted an application to list 3.1 bn BSR shares on HOSE on August 21st, corresponding to a charter capital of more than VND31,004 bn. DIG VN: signed a credit contract with BID with a total limit of VND1,500 bn to […]
Read More →BAY’s card unit, Krungsri Consumer, keeps FY card spending target at Bt393b, +8% yoy, new loan at Bt100b, +9% yoy, Bt151b outstanding loan book at end of year. Comment: And you think there’s not enough demand for loans.. PRM sees demand for floating storage unit accelerate in 3Q, target FY utilization rate within 85-90% range, […]
Read More →ANAN’s pioneering partnership with Porsche Design to develop $450m exclusive luxury residence project, Porsche Design Tower, features 22 exclusive duplex & quadplex ranging from 525 to 1,135 sq.m. average price of $15m and up to $40m, construction start next year, target completion by end of FY28. Comment: Own shares in this lying company at your […]
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