BBIK keeps 20% FY revenue growth target driven by digital business advisory & management consulting for virtual bank, as well as AI adoption from corporate including financial institution, insurance, manufacturing, commerce and energy sectors, seeks to expand CLMV. Comment: Not sure on the value of the digital bank, but BBIK is still considered one of […]
Read More →ADVANC adds Bloomberg TV, Fox News and Fox Business to exclusive content pkg on AIS PLAY Family package, allows subscribers to view content across all devices: smartphones, tablets, smart tv and PLAYBOX set-top box. Comment: AIS taking True out back and spanking them with the silly stick. AOT: SIA tops global list of airports with […]
Read More →BCH’s expected to report solid turnaround in 2Q driven by robust foreign patient traffic, higher contribution from SSO patient revenue following increase in adjusted RW, improved operation of hospital unit in Laos, tailwind from respiratory disease amid rainy season. KTC amends the company’s objectives to pave the way for expansion into life and non-life insurance […]
Read More →And just like that, in the space of 2-3 weeks, the SET is only down -14% ytd. (from < -20%) Still hold to a viewpoint that 1) There’s no more selling pressure because everyone is out or stuck at the top 2) Thailand could surprise better than expected on the tariff’s after seeing the # […]
Read More →Notable Transactions Buy(s) THB 110 mn Sell(s) THB 54 mn
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Read More →KTC is due to report 2Q earnings today, with market consensus expecting net profit at THB1.85bn.Comment: And it’s inline with what everyone says…and some are now expecting a high divvy payout ratio. ITEL sees strong growth momentum continuing, driven by network and cloud installation projects. The company aims to diversify its revenue mix to 40% […]
Read More →MINT reaffirms solid 2Q from robust OCC & RevPar during Apr-May from hotels in EU +7% yoy, will ramp up re-payment in 2H to reduce interest exp, newly acquired GAGA Beverages will help solidify and complement existing food brand portfolio. Comment: At one point this name will be attractive to investors again…the only question is […]
Read More →ASW reported completion of Bt900m low-rise project, Maroon Ratchada 32, kick-off transfer before end of Jul. DV8 is under SET’s surveillance Level 2 where trading is restricted to 3 auction period only, AM Open, PM Open and PM Close with cash balanced account and no net-settlement. DV8 share price has risen 1,586% YTD, market cap […]
Read More →Companies Tickers: cmg.vn, ctg.vn, dbc.vn, fcn.vn, fpt.vn, hah.nv, hdb.vn, idc.vn, nkg.vn, vci.vn, vjc.vn, nlg.vn CMG VN: received approval to develop a USD250 mn CMC Hyperscale Data Center at Saigon Hi-Tech Park. Comments: Rumours have it that Samsung wants to exit from CMG CTG VN: is seeking buyers for its VietinBank Tower project in Hanoi, accepting […]
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