Market research on Thai Stocks in the SET Index
AMATA sees positive momentum 2Q from strong demand for IE land from Chinese investors, expects sales jumps 2H from additional contracts signed, 60% of Bt3.6b backlog to realize this year, sets Bt100m budget to estimate IE in Myanmar. Comment: There has been zero momentum from AMATA… BJC pays Bt0.55 dps, XD May 21, will debut […]
Read More →AP sees mmtum into 2Q frm real dmnd after 25% jump in 1Q presales to Bt41.8b. Comment: If 2Q #’s for the sector aren’t shit, then watch the sector re-rate positively, if they are then just look at LPN’s share price ASAP upbeats 2Q erngs frm surging car rental rev frm travelling dmd during long […]
Read More →AAV adds new route to Sihanoukville beach town in Cambodia, 4 weekly flights on route from July 1. Comment: Gotta love Airasia they really are everywhere and as a customer I love it. Has anyone else noticed how strong they are selling ad space on their planes? In the cabins? How they are selling food […]
Read More →CKP reaffirms solid 1Q from higher power generation efficiency at Nam Ngum 2 hydro powerplants in Laos and full quarter contribution of 2 co-gen powerplants in Ayudhaya (BIG phase 1&2) 118 & 120mw, 1,285mw Xayaburi hydro powerplants in Lao to cod in October, will book 37.5% revenue sharing from the investment, target 8-10% revenue growth […]
Read More →Notable Transactions Buy(s) THB 304 mn BTS – Boom he’s showing that he still thinks his name can run EVER – Hmmm what change is going on with the shareholders here? Sell(s) THB 235 mn JKN – I’m not entirely sure what is going on here, several strange movements BTS – Selling the warrants to […]
Read More →Mr. Boonyong Tansakul, Chief Executive Officer March 2019 Please explain the history of ZEN group ZEN Group was established in 1991 and began creating new experiences in authentic Japanese Food with our first restaurant Zen. Since then, ZEN has continued to create new experiences in Japanese cuisines including contemporary Japanese cafes and yakiniku restaurants. Then […]
Read More →EA: report cod of 48mw wind farm, Hanuman 5, on Friday. Comment: Nothing new, but there are still several questions around their battery project… PTTEP: will book immediate contribution of Murphy’s Malaysia assets from 2Q, expects full year Oil & Gas sales +7.5% yoy topped 344kbpd, EBITDA +16%, mulls to buy Murphy’s Vietnam & Brunei […]
Read More →Notable Transactions Buy(s) THB 98mn JKN – And he/she continues to keep buying back shares. Sell(s) THB 42 mn TBSP – Must be a block trade done by this director…
Read More →AOT board orders study on splitting duty-free contracts to more than one contract in 1-2 weeks. BGRIM expects to wrap up M&A 2 Malaysia gas-fired pp combined 370mw this year, will finalize plans on 150mw wind farm investment in Vietnam before end of-2Q, target cod additional 697mw for remaining of year. Comment: They really are […]
Read More →AMATAV sets 125 rai land sale t/g this yr, mulls expanding landbank by 125% with Bt3b capex. AOT’s urged to split duty-free concessions, amid allegation of unfair treatment. A group of Thai retailers has threatened to team up with leading foreign duty-free shop operators to protest against the ToR. Comment: Well let’s see how this […]
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