Market research on Thai Stocks in the SET Index
AMATA signs consortium with Dept of Urban and Housing and Development (DUHD) to develop smart city in Yangon Myanmar, AMATA will hold 80% of the projects. Comment: The share price has finally come off (with the market) but I still wonder where are these land sales? BBL no cash call plans for Permata acquisition, seeks […]
Read More →Notable Transactions Buy(s) THB 173 mn ACE – Well the news is that the father/husband of this group, is a police man (well known) and has lost his key position in the police force. Of course the company announced that there is no impact on the business, and the key shareholders have bought back a […]
Read More →AGE sets Bt8b revenue target this year, 3.6m tons of coal sales, aggressive in logistic business expansion. BBL launched QR code worldwide digital payment services via mobile app, BBL BeWallet. Comment: Now that’s something! CI to bk Bt210m from disposal of 15.74% (15.74m shares) of BKKCP to 4 private investors in 1Q20; will hold 17.55% […]
Read More →AOT said coronavirus had no impact on arrival January to date as seen in 2% growth, confident of 5% growth this year, have plans to handle the outbreak. Comment: The drop will be seen in the coming weeks/months should this continue. DTC acquires F&B catering services business in Vietnam, The Caterers, for US$3.9m (Bt117m). Comment: […]
Read More →So the news is out. Let’s just go straight to the hotel stocks. Thoughts: This too shall pass. It’ll probably end up being another good trade/buying opportunity. Difference is that the base of tourism numbers is higher compared to 2015 If the epidemic worsens…losing money on a hotel stock will be the last of your […]
Read More →So The BOT has relaxed its rules on the property sector for the Loan to Value (LTV). Now the details are as follows: Effective date 20th Jan 2020 First home/contract units < THB 10 mn – 100% + 10% of top-up loans Second home/contract – 10% (previously 20%) downpayment for those that have a first […]
Read More →BAM opens debt clinic office in Phuket, aims to fill demand for restructuring, property auction and selling. DELTA sets Bt300m budgets to expand EV charging stations coverage from current 50 locations, target 90-100 stations by end of year. Comment: Well the news flow is becoming stronger on the EV story here in Thailand…still have my […]
Read More →Energy Regulatory Commission (ERC) expects ESSO, SPRC and IRPC to comply with Euro5 std by FY24; whereas, only 3 refiners PTTGC, TOP and BCP capable at the momentum, seeks to promote use of B10 & B20 positive biodiesel producers: EA, GGC, BGRIM, BCP. CRANE upbeats FY20 outlook from healthy demand for foundation work on infrastructure […]
Read More →BGRIM to sign JV with EGAT today to develop 45mw solar floating projects. Comment: Cookie munster #3 (1. IVL, 2. GULF)Â BJC: Thai antitrust office sets up committee to evaluate impact of Tesco deal to mitigate risk of monopoly. Comment: I wonder which group pushed the government to set this up? CP? Central? It’s the […]
Read More →Notable Transactions Buy(s) THB 22 mn N/A Sell(s) THB 73.9 mn SKY – Another sale by a shareholder/director
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