Market research on Thai Stocks in the SET Index
ADVANC adds Bloomberg TV, Fox News and Fox Business to exclusive content pkg on AIS PLAY Family package, allows subscribers to view content across all devices: smartphones, tablets, smart tv and PLAYBOX set-top box. Comment: AIS taking True out back and spanking them with the silly stick. AOT: SIA tops global list of airports with […]
Read More →BCH’s expected to report solid turnaround in 2Q driven by robust foreign patient traffic, higher contribution from SSO patient revenue following increase in adjusted RW, improved operation of hospital unit in Laos, tailwind from respiratory disease amid rainy season. KTC amends the company’s objectives to pave the way for expansion into life and non-life insurance […]
Read More →Notable Transactions Buy(s) THB 110 mn Sell(s) THB 54 mn
Read More →KTC is due to report 2Q earnings today, with market consensus expecting net profit at THB1.85bn.Comment: And it’s inline with what everyone says…and some are now expecting a high divvy payout ratio. ITEL sees strong growth momentum continuing, driven by network and cloud installation projects. The company aims to diversify its revenue mix to 40% […]
Read More →MINT reaffirms solid 2Q from robust OCC & RevPar during Apr-May from hotels in EU +7% yoy, will ramp up re-payment in 2H to reduce interest exp, newly acquired GAGA Beverages will help solidify and complement existing food brand portfolio. Comment: At one point this name will be attractive to investors again…the only question is […]
Read More →ASW reported completion of Bt900m low-rise project, Maroon Ratchada 32, kick-off transfer before end of Jul. DV8 is under SET’s surveillance Level 2 where trading is restricted to 3 auction period only, AM Open, PM Open and PM Close with cash balanced account and no net-settlement. DV8 share price has risen 1,586% YTD, market cap […]
Read More →Companies Tickers: cmg.vn, ctg.vn, dbc.vn, fcn.vn, fpt.vn, hah.nv, hdb.vn, idc.vn, nkg.vn, vci.vn, vjc.vn, nlg.vn CMG VN: received approval to develop a USD250 mn CMC Hyperscale Data Center at Saigon Hi-Tech Park. Comments: Rumours have it that Samsung wants to exit from CMG CTG VN: is seeking buyers for its VietinBank Tower project in Hanoi, accepting […]
Read More →BCPG’s board has approved the acquisition of a 17.48MW solar rooftop operator, Scan Advanc Power, from Contorno and Prompt Power for Bt211.61m. BIZ has secured medical equipment procurement contracts with five hospitals, totalling Bt858m. GULF, through its wholly owned subsidiary Gulf Edge Services, has raised its stake in cloud service provider AIS Broadband Co from […]
Read More →AOT: ITA Airways (Rome-based) will increase its direct Rome–Bangkok service from three flights per week to daily starting December. CHAYO is seeking bondholders’ approval for a two-year extension on five bond series, offering an additional 0.125% interest in return, citing unfavourable market conditions for new issuances. Comment: That’s all they’re offering to bondholders? The company […]
Read More →Could the upside for Thailand be that there just isn’t any selling pressure left? 2Q earnings are starting soon, let’s see….perhaps all the crap is already priced in.
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