BGRIM submits filing for Bt6b subordinated debts, 5% yield during 1st 5 years for powerplants developments. Comment: And they’ve continued expanding internationally…just keep watching the amount they’ll continue to win in VN BWG upbeats 4Q earnings from 3 waste powerplants projects combined 16.4mw, additional 5mw to cod in 4Q, mulls to tap in waste management […]
Read More →ASIAN: upbeat 2H earnings from strong pet food sales vol in China following acquisitions of Shangdone Thaiya Meisi Pet foods in 2Q, firms on Bt 10b FY19 revenue target, 10-12% GPM Comment: If thats the case and this is a sustainable contract then perhaps there is something interesting here. Telcos regulator, NBTC, terminates 3 government […]
Read More →NBTC amends TV ratings rule : The broadcasting regulator has amended its rule governing the process of seeking a body to run TV viewership ratings after it was blamed for favouring a particular organisation. Bangkok Post State maintains B1,000 handout quota at 10m : The government will not allow registration for the 1,000-baht cash giveaway […]
Read More →AAV seeks Transport Ministry approval to use facial recognition software system at check-in counters. JUBILE secures exclusive right to LINE Friend in Thailand, will launch new collections based on LINE Friend characters such as Brown, Cony, Choco and Sally. Comment: I find this move to be interesting for JUBILE and odd by LINE…I shall have […]
Read More →ADVANC may report strong 3Q, the highest Q in 3 years, up 29% yoy to Bt8.8b, Tabloid. Comment: At the end of the day its just a financial #’s game AMATA upbeats IE land sales momentum as trade war persists, 400 acres out of total 4,400 acres landbank in EEC area ready for quick start […]
Read More →AOT reports FY19 (end of-September) passenger traffic at 6 airports +1.7% yoy at 141.873m travelers, international passengers +4.4% yoy at 84.049m, domestic passenger -2% at 57.824m. Comment: I’m of the viewpoint that October #’s are going to be better than the market expects CPALL expands vending machine business, to penetrate in apartment, office, hospital and […]
Read More →AKR JV partner to invest 20mw solar projects in Vietnam, seeks to expand solar panel & transformer sales abroad, will bid 2 projects from authority worth Bt4.5b expects to win at least 10-15% of total. AP to start transferring Bt7.9b “LIFE One Wireless†this month, after 100% sold out. Comment: It will be interesting if […]
Read More →AWC’s retail portions were fully subscribed and Institutional portion is expected to be snapped up during October 1-3 as well, tentative trading sets for October 10. Comment: I doubt you’ll see big numbers on the first day for AWC, its a massive IPO… BAY will apply 70% DSR on personal loans and credit card applicants […]
Read More →So September is over. The usual two difficult months of the year have passed, so what going forward? Thailand specifically, I suspect will begin to post better than expected tourism numbers during the 4Q19 – have a look at the google trends for searches on tourism sites in Thailand. I suspect export numbers will look […]
Read More →Notable Transactions Buy(s) THB CGH – A trade between two family members PF – The CEO buys 1% of shares MTC – Director buys a decent size of MTC. PSTC – The CEO buys a decent chunk SPALI – The owners are buying shares, so no real estate crisis? Sell(s) THB CGH – See above
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