Market research on Thai Stocks in the SET Index
ASK announced RO 175.95m shares 2:1 at Bt17/shares for existing holders, XR April 27. Comment: Wow, thats quite substantial, this explains the stock dropping today by ~10%. Then again post recap, it’ll have a cleaner balance sheet, able to expand etc etc, same story different co. BGRIM sets EBITDA margin target at >30% this year, […]
Read More →Notable Transactions Buy(s) THB 4.6 mn N/a Sell(s) THB 10.5 mn N/a
Read More →AOT lowers passenger projection this year to 31.9%, down 33.4% from earlier projection in November 20, flights down 25% to 335,459, and expects things to turn back to pre-Covid in 2024.AOT reports full system tested on automated people mover (APM) system at SIA satellite 1, will be able to carry up to 6k passenger/hour to […]
Read More →ADVANC targets 1mil new 5G customers, 1.6m home BB internet this year, sets Bt25-30b capex to expand networks, sees low single digit growth in service revenue. BAY’s auto loan unit, Ngern Tid Lor, submitted filing to SEC to sell IPO 1.043b shares. Comment: Now we’ll see behind the curtain of one of the largest players. […]
Read More →DTC signs mgt agreement with Fengshun Jindebao Kaiyue International to rebrand & management 190 guest rooms under the name of Dusit Princess Hot Springs Resort Fengshun, Guangdone, cod this April, will add 3 more hotels in China this year. Comment: A second announcement KTC expects KTB Leasing M&A transaction to complete before end of May, […]
Read More →DTC signed hotel management contract with Kuwait real estate co., Al Fajer International Holding, to mgt Dusit Princess Mahboula Kuwait, comprises of 180 rooms plus 70 serviced apartment, target cod 4Q23. Comment: These deals are still happening throughout the world. People here don’t understand that travel is relatively normal within parts of the UAE/pakistan/turkey/greece etc […]
Read More →Notable Transactions Buy(s) THB 508 mn EA – He’s transferring shares between himself? Probably for personal leverage reasons. Sell(s) THB 550 mn EA – See above NOBLE – Funny movements here.
Read More →DCC to tender RCI at Bt3.9/share for delisting, MAY-KE is agent. Comment: Took them long enough, the son waited for the father to step down to get this done? FSMART announced partnership with SABUY, offers e-wallet top-up via its “Boonterm” machines, sees synergy from tech sharing & payment platform, will jointly expand digital payment network […]
Read More →ADB upbeat FY21 earnings from positive sales momentum of plastic beads supported by demand from cable production, auto, med supplies and industrial. BCP is in talk with EGAT to jointly invest in EV charging station at BCP retail stations. Comment: Boom, let’s get this EV trend going. Governments are going to shove this upon us, […]
Read More →BKER: name changed to ALLY Leasehold REIT, ticker changed to ALLY effective today DOD is to enter cannabis business full stream, to seek permit to set up plant to extract cannabidiol for domestic and export. Comment: Perhaps its time to revisit my previous cannabis dream post. https://www.thaicapitalist.com/that-sweet-weed/ ITEL signs a Bt78m procurement contract for IP […]
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