Market research on Thai Stocks in the SET Index
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 […]
Read More →BAY sees ytd corp lending +6% yoy frm surged dmd for wrking cap, expts fees inc jump frm multiple M&A deals & overseas expansion. Comment: I just don’t see the banking sector doing well…if someone has a different opinion please share. CHEWA sees +ve surprise 1Q frm better than expted townhome sales and strng condo […]
Read More →AMATA reports 80 acres IE land sales 2M19, target full year sales > 420 acres (1,050 rais), 60% of Bt3.61b backlog to realize this year, sets Bt5b capex to add landbank, expects tailwind from full year contribution of 260mw pp. Comment: So when will the share price decline? AU to open 1st branch of After […]
Read More →GULF: report cod of 68.8mw Vietnam solar on March 6, additional 50mw to cod in May, target 30% revenue growth this year above Bt 33b supports by full year contribution of 8 pp cod-ed last year. Comment: And they’ll continue reporting such news and numbers for the coming 2-3 years SAMCO: board approved estimate of […]
Read More →Notable Transactions Buy(s) THB 170 mn THG – And he’s still buying PLAT – Their shares have been pummeled as a result of their new development “The Market” looking underwhelming for the time being PSTC – Not the first time we are seeing the Chairman’s name pop up here. Sell(s) THB 175 mn BDMS – […]
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