Market research on Thai Stocks in the SET Index
ANI sets 25-30% rev growth target next year on higher airlines partners to cover Europe, with supports from shareholders, III and SKY, while SJWD mulls taking a majority stake. Comment: I do like the business here, it was the main value driver for III. ASW revised FY23 launch plan to 15 project worth Bt 30.26b […]
Read More →AH anticipates positive earnings momentum continue next year driven by robust growth from EV parts orders, contribution from subsidiary (Able EV), Changan dealership business. Comment: Still find it ridiculous that Thailand is going down this EV route. I’ll happily bet that Hydrogen>EV in the next decade. ANI: freight forwarder, Asia Network International, major holding by […]
Read More →ADVANC completed successful testing of 5G standalone (5G SA) roaming with Deutsche Telekom Global Carrier & T-Mobile, completing 5G SA roaming btw the US and Switzerland and the US and Thailand. ARIN: local fund, KKPAM, purged entire holding 21.6666% on Dec 8. Comment: News appears to be misleading here, it’s most likely a transfer from […]
Read More →MASTER sets Bt1.2b capex for 6 investment projects, aiming to become #1 in specialized healthcare service, for gradual revenue recognition from early next year. Comment: So at one point we are going to have to look at this company as a what? A specialised healthcare and aesthetics company? MEGA eyes 5-10% FY24 sales growth target […]
Read More →Notable Transactions Buy(s) THB 99 mn Sell(s) THB 58 mn
Read More →Week 04/12 – 08/12 ctd.vn, dxg.vn, hah.vn, hdb.vn, msn.vn, mwg.vn, fpt.vn, sab.vn, tng.vn, vhc.vn, vgc.vn, vjc.vn Company CTD VN: announced a resolution approving the policy of acquiring 100% capital of a company operating in the mechanical and electrical field. DXG VN: will finalize the list of shareholders to offer nearly 102 mn shares on December […]
Read More →EV booking during Nov 29 – Dec 5 at 22,461, +66% yoy, boosting related businesses like WHA, COM7, ASAP, NYT and SJWD, Tabloid. ITD dodged default on 2 tranches of CD (ITD24DA & ITD24DB) due on Dec 4 aft securing financial assistance from 5 banks, failing to meet next payment on Bt2b CD will be […]
Read More →ACE mulls allocating Bt20b to finance 55 renewable PP projects it won in auctions as part of TH’s clean energy policy. KLINIQ opens new branch in Nakornsrithammarat, the most populated in the South, helping it achieves all time high rev this yr. Comment: Think this B grade version of MASTER is going to slower disappear […]
Read More →ASAP reaffirms big jump 4Q supported by robust car rental on holiday season, S-Curve from 51% holding in Changan EV dealership business (Eternity@One), expects 1k vehicles bk during 2 week event, Motor Expo 2023, Nov 30-Dec 11, firms on Bt3.8b FY revenue target, will add 45 showrooms next year. Comment: I’ve enjoyed my conversations w/ […]
Read More →BGRIM cod 140mw co-gen powerplant Bgrim Power Ang Thong 3 (BGPAT3), lift total capacity to 3,970mw from coded project. CHAYO mulls selling IPO of nano finance subsidiary, Chayo Capital (CCAP), up to 25% of paid-up, enable to CCAP to access various form of funding by themselves, flexibility in accessing funding sources, increases growth opportunity thru […]
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