Market research on Thai Stocks in the SET Index
AAV launches Bt299 limited promo campaign for Suvarnabhumi-Phuket, and Bt599 for Donmuang-Phuket. Comment: Ok great if you have the fortune cookie vaccine done, otherwise just the idea of having to take a dodgy test on arrival and risk being put into a 14 day lockup isn’t worth it. The other beaches are going to do […]
Read More →BGRIM in collaboration with Siemen Energy to develop digital production control process for co-gen PP total 10 projects with 1,294MW capacity. Comment: They’ll control the power supply in multiple countries, what is that worth? DTC: ticker change to DUSIT, co., name remained unchanged, effective tomorrow. Comment: Is this what is driving the share price movement? […]
Read More →ADVANC teams up 6 hospitals to provide telemedicine services, AIS Well-Being, thru digital platform, aims to fill demand from long distance patients, offering real time consultations & monitoring without need for in-person visit. Comment: AIS is achieving what DTAC said they would do 5-7 years ago. BLA launches saving insurance plan, offering min returns, principal […]
Read More →ASW in deal with Bitkub to exchange crypto currency into THB for housing purchase, firms on Bt5b revenue target this year, with 2 new projects ready to transfer in 2H worth Bt3.9b, target 4 new launches worth Bt7.4b. Comment: Non impact, it just shifts the responsibility for exchange the BTC to THB from the buyer […]
Read More →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 […]
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