AP AP sets Bt10b a year from the year 2019-2022 to achieve total revenue of Bt60b in 2022, said CEO. Comment: What slowdown? BEAUTY BEAUTY sees strong 1Q19, sets 20% revenue growth target and >25% net profit margin for FY19, confident of growth in China, after securing deal with Carrot Mall to become major distributor […]
Read More →And telco’s are driving the market! Wait what? Yup. What?! Yup INTUCH and ADVANC drove it. Oh because of..? Yes that’s right. And this week? Well you know what happened right? Ah yes…
Read More →Notable Transactions Buy(s) THB 0.9 mn N/A Sell(s) 7.5 mn N/A
Read More →AOT NESDC, formerly known as NESDB, opposes to AOT’s plan to build Terminal 2, asking AOT to stick to 2003 Master Plan by building 3rd runway and extensions to East/West passenger terminals. Comment: Who knows who’s right here. BDMS/BA BDMS’s founder, Prasert Prasarttong-Osoth, paid Bt500m to settle stock manipulation cases. Comment: Short term thinking never […]
Read More →ABM ABM upbeats FY19 earnings from strong demand for biomass fuels for powerplants, target sales volume +25% yoy above 600k tons, new lumber plant to cod in May. ANAN ANAN anticipates solid 1Q driven by recognition of 4 condos projects worth Bt14b kick-off transfer late 4Q18. Comment: The key question for property developers that everyone […]
Read More →E-commerce in Thailand grew to Bt3.2 trillion last year: ETDA : Thai e-Commerce grew the most in the Asean region last year, due to changes in consumer behaviour, and its value is expected to hit Bt3.2 trillion, the Electronic Transactions Development Agency (ETDA) said on Saturday. Government petitioned for safeguard extension : Seven steel-related associations […]
Read More →BBL BBL Asset Management sees Bt6.4b fundflows into SET if MSCI raises weight from 2.5% to 3%. Comment: This matters for the whole market, currently NVDR’s are not part of the MSCI calculations. BEAUTY BEAUTY teams up Carrot Mall to expand online sales and general trade channel in China, 5 SKUs of Beauty Buffet prod […]
Read More →ALT ALT in JV with RATCH in underground cable optic investment. ANAN ANAN to spend up to Bt8b to buy land for the development of 10 residential projects worth Bt38b +42% yoy, Bt36b presales +14% yoy, and Bt36b +9% transfers, to focus more on mid to upper-end segment. Comment: Fact remains, last year they hit […]
Read More →AAV AAV anticipates turnaround from lower fuel costs and improved cabin factors yoy, will take delivery of 4 new aircrafts to accommodate new routes, focus CLMV and south Asia. Comment: Oil prices just confound me half the time. Then again a lot of things do. But at these levels I don’t see why the airlines […]
Read More →BAY BAY target 6-8% loan growth, NPLs below 2.5%, NIM within 3.4-3.6% for FY19. JWD JWD in talk partner to expand F&B business, aims to branch out from food supply chain management & cold storage, expects to close deal in 2H, new cold storage facility in Mahachai to cod in June, firms on 15% revenue […]
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