KCE’s growth momentum to continue on higher demand for PCB, boosted by growth in IT products and EV related, while extra windfall from weak THB, Tabloid. IMH re-open 200 beds community isolation facility for Covid patients in Ratchburana district. IVL to acquire VN PET packaging co, Ngoc Nghia (NN) capacity 76ktpa for Bt3.1b, transaction to […]
Read More →National Telecom (NT) is in talks with ADVANC for a partnership deal that would see ADVANC purchases 10MHz of bandwidth on the 700MHz spectrum range from NT. Comment: See there are still 3 telco players in Thailand. EKH anticipates solid 1Q from RT-PCR tests on resurgence of 5th wave, will cod elderly care home & […]
Read More →Smaller names continue to lead – look at the MAI. In the past week, Indonesia banned coal exports citing lack of domestic supply, Thailand is banning pork exports citing high prices, and pundits think that this supply chain issue was resolved. It’s still a ways to go.
Read More →Army probes Democrat claims of poll meddling: Army chief Gen Narongphan Jitkaewthae has ordered a probe into a report of soldiers interfering in the Democrat Party’s preparations for a by-election in Chumphon, said army deputy spokeswoman Sirichan Ngathong. Bangkok Post Tackling household debt high on govt’s 2022 agenda: The government has set its sights on […]
Read More →CBG anticipates FY22 sales turnaround on improving domestic consumption, recovery CLMV & China sales, will launch CBD mixed drinks before eo-1Q, 2 functional drinks in April, firms on 20% revenue growth target. Comment: Sales turnaround? Revenue this year is ontrack to be equal to 2020 and higher than 2019. JMART sets 50% profit growth target […]
Read More →BCP paid Bt1.6b for 20 years right on 99kms oil transporting pipeline between BKK-Bangpa-in from BAFS’s unit. CSS reaffirms big jump this year from contribution of 25% holding in 99.216mw Phu Khanh Solar Power Joint stock co., (PKS) in VN, 38% holding in Namsor hydro power plants in Laos, aims to increase renewable portfolio to […]
Read More →And the holidays are over! The MAI was rocking and rolling in 2021, after being absolutely rubbish since 2017, it’s great to see some life back there again. The SET looks decent in THB terms, though in USD – rather paltry…now if you look purely at the PE, its “only” at 15x for the SET […]
Read More →Notable Transactions Buy(s) 900 mn SABUY – Just have a look at each and every JV they are participating in. III – Lots going on here MINT – A switch between entities PLAT – Will this dog rise up again? MAKRO – Just taking part of the RO Sell(s) 2 bn GUNKUL/JMART – Adisak is […]
Read More →A last random thoughts for the year… Note: This is a compilation of random thoughts jotted down over the past few months and finally, I have some downtime to compile them now. ~Interconnectedness~ We buy a mobile phone from a store, in a mall, which is rented by the shop owner from the landlord. The […]
Read More →BoT governor hints at recovery in early 2023: State policies must be accommodative. Thailand’s economy could return to levels logged before the pandemic in the first quarter of 2023, according to the Bank of Thailand governor. Bangkok Post Price push: Office cites cost-push factors as cause. Thailand’s average headline inflation was 1.15% year-onyear and core […]
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