EPG collabs with metal sheet roofing producer, Assavas Metal, to joint expand roof solution, bringing its AERO-ROOF insulation to combine with Assavas roofing system. Comment: Who cares about EPG…really…tell me? anyone? anyone? Does the company now have 1,000,000 patents? Perhaps the company should focus on getting their returns on capital/assets/equity higher. LTS’s board approved acquisition […]
Read More →BGRIM acquires 97% stake in Philippine solar power pcdr (Caronsi Solar Energy Corp) undertaking & developing 65mw solar project. Comment: The Philippines is the best example of a country that is controlled by 10 families and a group of corrupt politicians and civil servants. An unpopular opinion I have is that Duterte was fantastic for […]
Read More →And so the nerves of the political brouhaha have started. With the noise against Thaksin & Yingluck who wants to take the over/under that Ung-ing gets kicked out? Or is just a tactic to pressure them regarding the budget? What happens if Anutin becomes PM? 1Q #’s came out and looked quite meh – even […]
Read More →Notable Transactions Buy(s) THB 150 mn Sell(s) THB 391 mn
Read More →AP: sees growth momentum r/m intact, 4M25 pre-sales +18% yoy to Bt 14b, m/t 2Q launch plan 7 SDH project worth Bt 12b, 3 condos project total Bt 8.1b scheduled to transfer in 2Q bolster earnings. Comment: That is impressive to see. One of the few real estate players to show growth this year. Then […]
Read More →AMATA keeps FY industrial land sales target at 1,400 acres (3,500 rais) +15% yoy driven by demand from data center, electronics and auto sector at EEC area in Rayong & Chonburi, growth from Amata Smart City Namor in Laos remain intact supported by industrial clients from China, 50% of Bt 21.49b land sales backlog to […]
Read More →ASAP eyes 28% FY rev growth target above Bt11b driven by rental fleet cars and used vehicle sales, tailwind from Changan EV dealership and growth from motor insurance brokerage. Comment: Could it be time for this name to return? I remember meeting the CEO pre covid, and he impressed me. FSMART to seal deal with […]
Read More →ANAN to start transferring Bt12b worth of 3 projects, on track to meet FY25 transfer target, with government’s stimulus measures in 2Q to help boost sales under its “Urban Life Goes On†campaign. Comment: How is this company not bankrupt? Mismanaged by it’s stoned CEO. “Hi ma look over here I’m going to launch a […]
Read More →BDMS sees this year growth at 3X the GDP, on growth in both Thai and foreign patients, and 2 new hospitals, Bowin and Chiangmai (expansion), by end of year. In collab with 7 insurances to launch BDMS preventive vaccines to create sustainable immunity. Comment: BDMS is a becoming a vaccine pill pushing entity – margins […]
Read More →