Market research on Thai Stocks in the SET Index
ANAN plans 4 condo pj worth Bt13b, hoping to boost presales during 4Q, after securing Bt15b during 9M19. Comment: Presale #’s aren’t driven this name anymore, no one seems to believe that the real estate players can deliver transfer. AP said 9M19 presales stood at Bt28.56b, or 70% of Bt41.8b FY19 t/g, to introduce 8 […]
Read More →AWC to be added to FTSE All World at close of Oct 17, estimated inflows of $48m, Kao Hoon. Comment: Just funnymentals here. KBANK appointed Kattiya Indaravijaya to succeed outgoing CEO Banthoon Lamsam, who becomes chairman in a reorganization after FY20 AGM. NOBLE founder, Kitti Thanakitamnuay, sold remaining 17.66% (80.593m shrs) at Bt22.82 to Crowne […]
Read More →Notable Transactions Buy(s) THB 2 bn NOBLE – The two new big boys buy control from Kitti. CGH – Share swap amongst family members PSTC – The Chairman buys again Sell(s) THB 887mn CGH – See above NOBLE – I suppose the two new big boys had to raise some cash? JKN – Despite his/her […]
Read More →AWC will be added to SET50 and SET100 from October 16, replacing KKP and BEAUTY respectively, in-line with expectation. Comment: That’s just amazing that a company can come in and kick out 2 names before the usual semi-annual review… Deputy Transport Min Thaworn has ordered loss-ridden THAI to overhaul its financial rehab plan and draw […]
Read More →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 […]
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