AJA appointed by Alibaba to be agent of Alibaba Cloud in TH, target data center demand from large corporate, smart city, 5G & Sattelite connectivity.
Comment: Wait what? Perhaps they are just one of 1,000 agents.
AUCT upbeats 2H earnings from flooding repossessed vehicles thru auction yards as FI accelerating hair-cut on hire purchase to purge NPLs, expects wider margins from online channel, firms on 10% revenue growth target.
Comment: They’re going to have a great few years. Question is just the price you’re paying for the shares.
BH debuts permanent Covid clinic as pandemic stays long halt.
Comment: This is in their parking lot…non-news event..
CK expected to benefit from revised 2018 power development plan (PDP) as authority buying more renewable & clean power including hydro, Tabloid.
EP’s 160mw windfarm projects in Vietnam on track to cod in October mulls raising holding in co-gen power plants (SSUT) to 81% from current 40.96%, target FY21 revenue growth no less than 25%.
JKN expands into TV Home-shopping, revamping PSI channel into JKN Hi Shopping, in JV with Hyundai group to boost potential, target Bt100m revenue this year.
MAJOR may pay Bt1 extra dividend in 3Q, after realizing Bt2,820m gain from selling stake in SF to CPN, Tabloid.
Comment: Well telegraphed for the past few months. More curious to see what comes next for MAJOR.
RJH reaffirms record profit in 3Q on expanded covid patient bases, secured 20 rai of land near WHA SIL industrial estate in Saraburi for 138 beds new hospital.
TSE agreed to sell JPN solar investment to Tokyo Infra Asset Management (TIAM) for Bt1.027b, transaction to complete within 3Q.
New rules being mulled by SET for SET50/100, using free-float adjusted and liquidity as major criteria, will likely see DELTA being removed from 1H22, while seeing weighting increased in BBL, SCB, KBANK, SCC, BDMS, CPALL, CPN, BANPU, MINT, LH, Tabloid.
Comment: This news has been back in the market for the past week or so, hence the moves seen yesterday in the banks (plus someone knew about SCB/AIS hence why SCB outperformed the rest)