Market research on Thai Stocks in the SET Index
Given that I’ve been rather active in Vietnam for the past 6 years, I think it’ll be an interesting exercise for me to include a SITN for news from VN companies. As with the Thai ones, it’ll keep me on my toes, and perhaps you’ll get something out of it. {DGW VN} has approved to […]
Read More →AAV: mulls introducing new regional routes to spur intra-Asean travel, in talk with ministers for possibility to add Jakarta- Hua-Hin route. Comment: Retail investors are more interested in the picture of the Bitkub fellow and Tony from AirAsia that floated around social media over the past few days. GTB: wins contract to supply fire tube […]
Read More →BEM sees YTD average toll way traffic near pre-covid level 1m trips/day, expects MRT ridership gradually recovery from current 200k/day as virus eased, adding more visa contactless payment devices at tollway & MRT to boost traffic. Comment: Google Mobility shows that Thai’s visits to retail and recreation are higher today than pre-covid. But no one […]
Read More →Notable Transactions I suspect that this coming week we’ll see more active management/directors’ buying/selling after all FY earnings are released Buy(s) THB 44 mn KCE – The Vice Chairman decides to take a stake after the company disappointed on #’s Sell(s) THB 24 mn MVP – A Director dumps. This comes after the stock was […]
Read More →KBANK launches EV hire-purchase program, Green Zero, offering credits for EV or BEV up to Bt12m/vehicle, 7yrs installment, target Bt3b initial phase. Comment: It’s just a car leasing program… PTTGC sees FY22 chemical sales on par with Bt465b last year due to planned shutdown at olefin plant (Unit 4/19 days/1Q), (Unit 3/39 days, 2Q) while […]
Read More →GRAND: PAR changed to Bt 0.5 from 1, effective today. Comment: It looks like the old trend of whenever a stocks does a par split in thailand => upside, is gone. Several occurred over the past few years with minimal impact. But this trend still works in Indo, time to shift capital there :p GULF […]
Read More →BAM received a proposal from one bank for NPL & NPA port, confident of securing >1 JV deal with banks to set up AMC in 1H22, in talks with 4-5 banks, sets Bt9b capex. Comment: The listed players JMT CHAYO and BAM should have a great 5 years. CENTEL said OCC at its hotels in […]
Read More →There’ll be nothing of note until all 4Q/FY #’s are out. Notable Transactions Buy(s) THB 0.8 mn n/a Sell(s) THB THB 5 mn n/a
Read More →AMATA anticipates strong industrial land sales at 410 hectares Amata Smart & Eco City in Natuey, Luang Namtha province supported by improved accessibility via high-speed rail Laos-China, FDI relocation from unrest in Myanmar, 3,750 acres in Amata Chonburi & 960 acres in Amata Rayong able to accommodate FDI demand, target 400 acres land sales this […]
Read More →ITEL: expects to wrap up hyperscale data center lease deal by end of March, upbeat outlook aft teams up with AU partner, Etix Everywhere. Comment: So a REIT for its data center and ETIX is buying out AIT and WHA in one of their data center co’s MCS: reassures solid 1Q from steel module transfer […]
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