Market research on Thai Stocks in the SET Index
AOT NESDC, formerly known as NESDB, opposes to AOT’s plan to build Terminal 2, asking AOT to stick to 2003 Master Plan by building 3rd runway and extensions to East/West passenger terminals. Comment: Who knows who’s right here. BDMS/BA BDMS’s founder, Prasert Prasarttong-Osoth, paid Bt500m to settle stock manipulation cases. Comment: Short term thinking never […]
Read More →ABM ABM upbeats FY19 earnings from strong demand for biomass fuels for powerplants, target sales volume +25% yoy above 600k tons, new lumber plant to cod in May. ANAN ANAN anticipates solid 1Q driven by recognition of 4 condos projects worth Bt14b kick-off transfer late 4Q18. Comment: The key question for property developers that everyone […]
Read More →BBL BBL Asset Management sees Bt6.4b fundflows into SET if MSCI raises weight from 2.5% to 3%. Comment: This matters for the whole market, currently NVDR’s are not part of the MSCI calculations. BEAUTY BEAUTY teams up Carrot Mall to expand online sales and general trade channel in China, 5 SKUs of Beauty Buffet prod […]
Read More →ALT ALT in JV with RATCH in underground cable optic investment. ANAN ANAN to spend up to Bt8b to buy land for the development of 10 residential projects worth Bt38b +42% yoy, Bt36b presales +14% yoy, and Bt36b +9% transfers, to focus more on mid to upper-end segment. Comment: Fact remains, last year they hit […]
Read More →AAV AAV anticipates turnaround from lower fuel costs and improved cabin factors yoy, will take delivery of 4 new aircrafts to accommodate new routes, focus CLMV and south Asia. Comment: Oil prices just confound me half the time. Then again a lot of things do. But at these levels I don’t see why the airlines […]
Read More →BAY BAY target 6-8% loan growth, NPLs below 2.5%, NIM within 3.4-3.6% for FY19. JWD JWD in talk partner to expand F&B business, aims to branch out from food supply chain management & cold storage, expects to close deal in 2H, new cold storage facility in Mahachai to cod in June, firms on 15% revenue […]
Read More →Notable Transactions Buy(s) THB 40.1 mn THG – And he keeps buying and buying Sell(s) THB 214 mn OCEAN – That’s some 3-4% of the shares being sold
Read More →COM7&SYNEX COM7 & SYNEX anticipate big jump 1Q from handsets & gadgets sales on an upcoming event, Thai Mobile Expo, from Febuary 7-10. Comment: I wonder if/when 5G will come, there’ll be a lot of changes in terms of the phones required and every consumer will have to upgrade to this new technology…it could be […]
Read More →SAMART set a revenue target of Bt20b for this year, 30-40% rise yoy. Comment: Seeing is believing CHG sees higher traffic from fine-dust particles related, sets 10-15% revenue growth target this year, mulls cancer medical center for social security patients. Comment: Shouldn’t every hospital benefit? LH’s firm on Bt33b presales target this year, to launch 6 new projects […]
Read More →CPN Central group reports that it is working with Grab to develop full technology and it has acquired some shares in Grab. (Kao Hoon, 31/1/19) Comment: Well CPN isn’t exactly a major shareholder in Grab… ICN ICN’s backlog is Bt1.5bn. Management expects revenue growth of no less than 10% this year. It will start to […]
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