Market research on Thai Stocks in the SET Index
Notable Transactions Buy(s) THB 242 mn TTA – Well that’s a positive sign, the owner/ceo buys up some THB 70mn of shares SABUY – And they’re still buying Sell(s) THB 283 mn PRIME – The Chairman/MD dumps to…? CMO – Looks like there’s a big change in shareholders happening here. LEO – The CEO dumps […]
Read More →Thai AirAsia (TAA) has announced mass layoffs, extended furloughs, and cut its fleet by 10% after struggling with the impact of the pandemic, despite the country’s reopening on Nov 1 Comment: And just after they said expected a full recovery BA will reduce fleets size to 35 aircrafts next year from current 38, return additional […]
Read More →CPN’s Bt6.2b 160k sq.m. mall projects, Central Ayudhaya, on track to cod on Nov 30, SF share purchase now exceeded 96% expects to complete by end of year. Comment: Cookie Munster of Retail nom nom nom MINT sees recovery next year, on better prospect of tourism industry, sets Bt6,500m capex. SEAFCO reaffirms 4Q turnaround on […]
Read More →ACG to open Fast-Fit auto maintained garage in BKK at end of November, plans to add 12 branches next year tally total to 18, sees benefits from low capex requirement, fast turnover, healthy margins. AOT targets 483k flights, 62.13m passengers arrival for FY22, sees upside potential on aircrafts movement as China will host Asian games […]
Read More →Thai AirAsia (TAA) predicts full recovery for Thai tourism in the next 2 years as international borders will gradually be opened by next year, while passenger traffic has yet to resume despite the country’s reopening on November 1. Comment: Depends upon the definition of a full recovery. But w/o a doubt I still think tourism […]
Read More →ASIAN: maintained 10% FT21 revenue growth target >Bt9.4b, supported by Pet food & frozen food export sales volume as demand grows on improved purchasing power, mulls listing canned tuna & fish meal producer subsidiary, Asian Alliance (AAI), on SET next year. CENTEL sees FY22 EBITDA turns positive supported by recovery F&B operation, expects hotel RevPar […]
Read More →Notable Transactions Buy(s) THB 822 mn SABUY – The owner just signaled to the market that he’s going full steam ahead with his expansion plans. PIN – CEO/family takes a stake via a block, probably left/right pocket. AQUA – Major shareholder takes a block from…? This is such an odd company…its been on the internal […]
Read More →Central Group expressed interest in Selfridge takeover, was working with Citi on deal, SKY news. Comment: They are going to eat the retail world in Europe at this rate, though I don’t see Central group paying above “fair prices” JWD anticipates FY21 revenue exceed Bt5b target after registered rec high for 3 consecutive quarter, will […]
Read More →AAV predicts the aviation business will return to normal within 3 months on condition that more borders in the region reopen with no quarantine and RT-PCR test required. Comment: Define “normal” though yes I am of the viewpoint that we are going to see a strong rebound in travel IF/WHEN pcr tests/quarantines are taken out. […]
Read More →AP reports 10M21 sales at Bt31.2b, account for 88% of Bt35.5b full year target, mostly from SDH projects (Bt28.59b) will launch 12 horizontal projects total Bt8.57b (9 townhome & 3 SDH) for remained 2 months. Comment: Amazed? Shouldn’t be, competition is gone. BEM sees average tollway usage reached 1.2m trips/day while Department of Rail transport […]
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