ANAN’s CEO, Chanond Ruangkritya, sold 249.975m shares at Bt1.33 average on November 11, SEC filing

Comment: BTS is the block buyer, this group seems to have their hands everywhere atm. Will we see the NOBLE playbook?

AS issues free warrant, AS-W2, 89.2m units for existing holders at 5:1, revises dividend payout to no less than 50% of net profit from current 30%.

Comment: Well that’s one way to help a stock price stay up.

BTS to cod additional 7 stations total 9.8km on December 4, expects to boost ridership by 200k passenger/day, target 1m average passenger/day next year.

Comment: Cash machine, ding ding ding.

IIG upbeats outlook from strong demand for business analytic & marketing software to track consumers behavior for CRM & campaign management solutions, expects growth continue next year from e-commerce segment, eyes 10-15% revenue growth next year.

JWD sees recovery demand for cargos deposit, vehicles storage, dangerous goods management and cold storage from improved activities of onshore and seaborne logistics.

Comment: I’ve always liked this company but…for a logistics player to markedly increase their valuation, they need to expand capacity through M&A.

NOBLE’s board approved par split from Bt3 to Bt1, issuing NOBLE-W2 to existing holders at 4:1 new.

Comment: Retail speculators unite!

ORI reports completion of 8 condos projects total Bt10b in 4Q, to launch additional 6 projects worth Bt8.9b before end of year.

QTC anticipates positive momentum carry thru next year from strong transformer & inverter sales from growing EV charging stations, upside from LONGI & Huawei Solar equipment sales, will add more energy saving products next year.

RATCH sets Bt15b next year capex, boosting capacity by 700MW from 8,700MW end 2020.

STGT to split par value from Bt1.00 to Bt0.50 with Bt1.25 interim, XD Nov 27, mulls listing in SGX in 2Q21.

Comment: Retail speculators unite (part deux) !

TKN’s firm on yoy growth in net profit this year on cost management, despite likely to miss Bt5.3b topline projection, target 15-20% sale growth next year.

Comment: Where’s this M&A? I’m hearing it’s still in the works, but who knows…

UNIQ wins underground wiring projects for Metropolitan Electricity Authority (MEA) worth Bt1.87b.

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