Market research on Thai Stocks in the SET Index
Notable Transactions Buy(s) THB 106 mn THG – Has Dr. Boon run out of capital? Normally he’s the one buying. This buyer used to run RAM, just google his name… SMD – A switch between family members Sell(s) THB 88 mn SMD – See above
Read More →ADB ups production capacity of med-grade plastic compounds by 50% to fill demand from healthcare and capture wider margins. AGE target FY22 coal sales volume >6.5m tons, revenue >Bt15b, 3 new business including industrial boiler installation, cargo warehouse & logistic expected to materialize this year, mulls tap in power business. Comment: Coal isn’t finished. CPANEL […]
Read More →BCPG paid Bt1,070m for 25% stake in Nam Tai for power transmission line in Laos (220 kilovolt). CV expects to conclude jv deal with partner to establish RDF production plant in Vietnam by eo-1Q, 70% of Bt2.4b EPC power plant construction projects to realize this year, eyes 150% revenue growth target. LPH mulls raising hospitel […]
Read More →CGH sets up PI Ventures with Bt500m capital to expand tech investments, including digital assets and Metaverse related projects around the world. Comment: They are very good at making money, for themselves, not minority shareholders. GPSC established jv with PTT, Nuovo Plus, to invest in battery value chain, supporting EV & renewable power storage business. […]
Read More →KCE’s growth momentum to continue on higher demand for PCB, boosted by growth in IT products and EV related, while extra windfall from weak THB, Tabloid. IMH re-open 200 beds community isolation facility for Covid patients in Ratchburana district. IVL to acquire VN PET packaging co, Ngoc Nghia (NN) capacity 76ktpa for Bt3.1b, transaction to […]
Read More →National Telecom (NT) is in talks with ADVANC for a partnership deal that would see ADVANC purchases 10MHz of bandwidth on the 700MHz spectrum range from NT. Comment: See there are still 3 telco players in Thailand. EKH anticipates solid 1Q from RT-PCR tests on resurgence of 5th wave, will cod elderly care home & […]
Read More →Notable Transactions Buy(s) THB 65 mn N/a Sell(s) THB 94 mn TOG – Share price has done magnificently well in line with earnings, now a family member sold W – “Guys’ there’s a company called Wow Factor, it must be amazing!”…”really..?”; a director sold off ~2%.
Read More →AI mulls bidding for Bt2b electrical porcelain insulators this year, sees yoy growth despite some delays in new projects, due to covid. BR: local fund, BBLAM, cuts holding by 4.4617% to 3.0694% of total outstanding Wednesday (January 5). Comment: Think they’re reducing it too early, soft commodities still going to the moon. CRD signs MEP […]
Read More →CBG anticipates FY22 sales turnaround on improving domestic consumption, recovery CLMV & China sales, will launch CBD mixed drinks before eo-1Q, 2 functional drinks in April, firms on 20% revenue growth target. Comment: Sales turnaround? Revenue this year is ontrack to be equal to 2020 and higher than 2019. JMART sets 50% profit growth target […]
Read More →BCP paid Bt1.6b for 20 years right on 99kms oil transporting pipeline between BKK-Bangpa-in from BAFS’s unit. CSS reaffirms big jump this year from contribution of 25% holding in 99.216mw Phu Khanh Solar Power Joint stock co., (PKS) in VN, 38% holding in Namsor hydro power plants in Laos, aims to increase renewable portfolio to […]
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