Market research on Thai Stocks in the SET Index
DRT expects 4Q turnaround from recovery bold materials demand for home improvement posted rainy season, will add promotion and service teams to boost sales. One of the aircraft operated by NOK has been inspected as a matter of urgency in response to a US FAA directive prompted by the discovery of a physical fault in […]
Read More →BA may pay special dividend in 3Q, having booked extra gains, yet operation remained sluggish from higher competitions and strong THB. BAY revamps app, U-Choose, to accommodate digital lending, online deposit and e-market place, kick-off services on November. BGRIM reassures solid 4Q from absence of maintenance shutdown and additional capacity from 3 solar projects combined […]
Read More →BGRIM submits filing for Bt6b subordinated debts, 5% yield during 1st 5 years for powerplants developments. Comment: And they’ve continued expanding internationally…just keep watching the amount they’ll continue to win in VN BWG upbeats 4Q earnings from 3 waste powerplants projects combined 16.4mw, additional 5mw to cod in 4Q, mulls to tap in waste management […]
Read More →ASIAN: upbeat 2H earnings from strong pet food sales vol in China following acquisitions of Shangdone Thaiya Meisi Pet foods in 2Q, firms on Bt 10b FY19 revenue target, 10-12% GPM Comment: If thats the case and this is a sustainable contract then perhaps there is something interesting here. Telcos regulator, NBTC, terminates 3 government […]
Read More →AAV seeks Transport Ministry approval to use facial recognition software system at check-in counters. JUBILE secures exclusive right to LINE Friend in Thailand, will launch new collections based on LINE Friend characters such as Brown, Cony, Choco and Sally. Comment: I find this move to be interesting for JUBILE and odd by LINE…I shall have […]
Read More →ADVANC may report strong 3Q, the highest Q in 3 years, up 29% yoy to Bt8.8b, Tabloid. Comment: At the end of the day its just a financial #’s game AMATA upbeats IE land sales momentum as trade war persists, 400 acres out of total 4,400 acres landbank in EEC area ready for quick start […]
Read More →AOT reports FY19 (end of-September) passenger traffic at 6 airports +1.7% yoy at 141.873m travelers, international passengers +4.4% yoy at 84.049m, domestic passenger -2% at 57.824m. Comment: I’m of the viewpoint that October #’s are going to be better than the market expects CPALL expands vending machine business, to penetrate in apartment, office, hospital and […]
Read More →AKR JV partner to invest 20mw solar projects in Vietnam, seeks to expand solar panel & transformer sales abroad, will bid 2 projects from authority worth Bt4.5b expects to win at least 10-15% of total. AP to start transferring Bt7.9b “LIFE One Wireless†this month, after 100% sold out. Comment: It will be interesting if […]
Read More →AWC’s retail portions were fully subscribed and Institutional portion is expected to be snapped up during October 1-3 as well, tentative trading sets for October 10. Comment: I doubt you’ll see big numbers on the first day for AWC, its a massive IPO… BAY will apply 70% DSR on personal loans and credit card applicants […]
Read More →Notable Transactions Buy(s) THB CGH – A trade between two family members PF – The CEO buys 1% of shares MTC – Director buys a decent size of MTC. PSTC – The CEO buys a decent chunk SPALI – The owners are buying shares, so no real estate crisis? Sell(s) THB CGH – See above
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