AMATAV sets 125 rai land sale t/g this yr, mulls expanding landbank by 125% with Bt3b capex. AOT’s urged to split duty-free concessions, amid allegation of unfair treatment. A group of Thai retailers has threatened to team up with leading foreign duty-free shop operators to protest against the ToR. Comment: Well let’s see how this […]
Read More →BAY sees ytd corp lending +6% yoy frm surged dmd for wrking cap, expts fees inc jump frm multiple M&A deals & overseas expansion. Comment: I just don’t see the banking sector doing well…if someone has a different opinion please share. CHEWA sees +ve surprise 1Q frm better than expted townhome sales and strng condo […]
Read More →AMATA reports 80 acres IE land sales 2M19, target full year sales > 420 acres (1,050 rais), 60% of Bt3.61b backlog to realize this year, sets Bt5b capex to add landbank, expects tailwind from full year contribution of 260mw pp. Comment: So when will the share price decline? AU to open 1st branch of After […]
Read More →GULF: report cod of 68.8mw Vietnam solar on March 6, additional 50mw to cod in May, target 30% revenue growth this year above Bt 33b supports by full year contribution of 8 pp cod-ed last year. Comment: And they’ll continue reporting such news and numbers for the coming 2-3 years SAMCO: board approved estimate of […]
Read More →Notable Transactions Buy(s) THB 170 mn THG – And he’s still buying PLAT – Their shares have been pummeled as a result of their new development “The Market” looking underwhelming for the time being PSTC – Not the first time we are seeing the Chairman’s name pop up here. Sell(s) THB 175 mn BDMS – […]
Read More →Has the pre-election rally fizzled out already?
Read More →Wow… That was my first reaction when going through the numbers for the FY18 Just quickly: This data set is for 683 companies therefore it isn’t totally inclusive of every listed entity on the SET and MAI Source: MBKET’s retail division The results: 12mn profits for the SET were -1.9% YoY Only one sector had […]
Read More →Prayut set for tour of provinces : PPRP rallies overlap with appearances. Prime Minister Prayut Chan-o-cha is scheduled to visit four provinces to follow up on government work over the next two weeks, a move that appears to follow the trail of Palang Pracharath Party (PPRP) election campaign rallies which will be held prior to […]
Read More →AOT to seeks Treasury Department deal to extend the remaining 14-year land lease contract to new 30-year contract, to accommodate upcoming concession bids for duty-free and commercial areas. DOD denied rumors its major shareholders were dumping share, sees return to profit in 1Q, mulls at least 5 investment projects. KBANK estimate JV with LINE Corp, […]
Read More →BBL sets 4-6% loan growth target, adapts well to IFRS9. Comment: Well IFRS9 may be postponed for the entire sector… BGRIM completed acquisition of 124MW GLOW SPP1 Bt3.3b, boosting capacity by 6% from current 2,076MW. BMTA’s cancelled CHO’s Bt1.665b e-Ticket and Cash Box contracts for breaching of TOR. Comment: And then CHO came out with […]
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