AUCT sees repossessed vehicles traffic accelerates thru auction yard aft debts relief prog phased out since July, expects FY22 traffic in the system above 300k vehicles.

Comment: And they’ve increased the fee that they charge….

BAM reaffirms Bt4b cash collection target in 3Q, will announce JV distressed assets management venture on July 29, sees earnings upside from restructuring NPL.

Comment: July 29? Next year? It’s taking a long time for KTB to figure this out…

BYD: EA Mobility raised holding to 23.6313% on September 13.

COM7 expects 3Q sales pick up from newly launched iPhone 14 and Apple watches as TH among the 1st tier countries to distribute products, adding 70 outlets in 4Q to boost sales holiday season, firms on 20% FY revenue growth target.

Comment: Now that TH is a first tier country for Apple, what growth is left for device sales? The population certainly isn’t getting wealthier.

FORTH in collab with AOT to setup aircraft maintenance services at Donmuang Airport (South), targeting narrowed body and LCC, firms on 10-15% revenue growth this year.

HFT sees recovery in 4Q, from seasonal low 3Q, on higher orders, new products and lower raw material costs, in talk with potential partner in Taiwan to venture into E-bikes, mulls setting up plant in Pakistan.

MENA revised up revenue growth target to 20% at Bt700m, on stronger 2H.

PROEN signed cloud services contract with Laos Telecom, where PROEN will design and offer maintenance services for LTC’s customers.

SPALI upbeats 3Q earnings from completion of low-rise projects, Supalai City Resort Charan 91, 190m from MRT Bang Aor, tailwind from exclusive sales event of Supalai Icon Sathorn.
SPALI founder/CEO, Prateep Tangmatitham, and spouse bought total 2.711m shares at Bt19.0686 average during September 14-15.

Comment: The couple keeps buying and buying and buying.

TLI may be added to MSCI this November, right market caps and freefloat at Bt200b and 20.6%, Tabloid.

Comment: Was told last week to watch this one….

  1. Thanks Pon for your great Job. Good that we have you, as more and more Brokers stop their English Resarch as well .

    I see in the US that Fertilizer Stocks like MOS or NTR start maybe new Trends after their Consolidation since April . You have any Names in Thailand in this Sector? Or has Thailand listed that kind of company’s ?

    • No real plays like that in Thailand, you could argue PMTA benefits from higher fertiliser prices…MOS in the US is such a great play for the next 6-18 months…

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