Market research on Thai Stocks in the SET Index
Notable Transactions Buy(s) THB 267 mn AEC – The group is up for sale. SPALI – The co is gaining market share, family members buying it up KBANK – Doesn’t quite matter. It’s a director buying some shares. I wouldn’t be surprised to see banks higher in 6 months. Sell(s) THB 156 mn RS – […]
Read More →CENTEL sees advance booking pick up in Rayong & Trat as locals preferred short distance travel near BKK. Comment: And they’re planning to open all their F&B outlets by November. CPW sees positive 2Q sales momentum from Apple products & wearable items, firms on plan to add 7 branches in 2H, firms on 20% revenue […]
Read More →*Effective 1 July SET announced SET50 and SET100 rebalance for 2H21: SET50: Ins : IRPC, KCE, STA, STGT. Outs: AWC, BAM, TOA, VGI. SET100: Ins: AAV, ICHI, NRF, PSL, PTL, SINGER, STGT, SYNEX, TKN. Outs: AWC, BPP, EPG, GFPT, MBK, TOA, TPIPP, TTW, WHAUP. sSET: 34 securities consisting of: Seven Utilities and Power pcl (7UP), […]
Read More →AOT mulls proposing cabinet proposal for Bt15.8b Chiang Mai passenger terminal expansion phase 1 next year, target cod mid-FY25. Comment: Mulls proposing? Just propose. Regardless, this is a positive, the airport terminal there is woefully overcapacity during normal periods. BCPG and Mitsubishi Corp will jointly develop 600mw onshore wind farm projects in Laos, power to […]
Read More →ADVANC’s partnered with Microsoft Thailand on 5G-driven cloud innovation as part of its strategy to capitalise on burgeoning demand in the segment, driven by a push for digital transformation by enterprises. Comment: Disney and now Microsoft. DTAC is gone, TRUE is still figuring out how to do cost-cutting… APP’s firm on 10-15% revenue growth target […]
Read More →FPT sets Bt15b capex to expand rental warehouse, target 4m sq.m. by FY26, mulls selling assets total Bt1b into REIT, finalize plan in September, firms on Bt20b revenue target this year. GLOCON’s firm on 37% revenue growth target to Bt2,114m, with 60% from food business, with plan to launch plant-based protein in sale at Lotus […]
Read More →AOT said 31 international airlines give nods to inbound flights on Phuket sandbox begins July 1. Comment: I still hold to the viewpoint that we’ll see a parabolic rise in travelers. Slow at first and then boom. IVL completed acquisition of rPET assets of CarbonLite Holding and its subsidiary in Texas, taken charge of the […]
Read More →Notable Transactions Buy(s) THB 264 mn KBANK – Ohh a family member decided to buy some shares – though I should note, that KBANK is no longer dominated by 1 shareholder family anymore, unlike SCB and BAY. PLANET – Rather strange share price movements and shareholder transaction in this name over the past 3-6 months. […]
Read More →CHG raised holding in Mae Sot Hospital to 90% from 80%. BAFS expects 2% aviation fuel sales growth this year, plans Bt700m acquisition of 13MW solar PP oversea, sees 2H recovery from contribution of recently acquired 34.4mw solar projects bought from PDI in March. LALIN kick-off pre-sales 2 SDH projects next week total Bt1.05b, firms […]
Read More →AMATA keeps full year land sales >400 acres after logged 122 acres 1Q21 from Thailand & Vietnam IE, 60% out of Bt1.82b backlog will be transfer this year, expects booking pick up 2H as Covid eased. Comment: Basically they won’t see any pre-covid levels of sales until 2023 at the earliest. COLOR embarks into renewable […]
Read More →