Note: Data as of 09/08 Have the number of “cases” officially peaked in Thailand over the weekend? Are they reporting that more people are being released from hospitals/hospitels? Is it time for the reopening trade to finally take off? I’ve been wrong on the timing on it this time (took longer than I thought), though […]
Read More →Notable Transactions Buy(s) THB 53 mn KKP – The buyer is regarded as one of the best thinkers/analysts in the country. And he’s chairman of the excom. Sell(s) THB 359 mn ILINK/ITEL – The founders sold a stake to a fund, commented on this already…
Read More →Cops cracks down on jab slot sales, after at least 7,000 ppl have bought Covid vaccination slots at Bang Sue Grand Station thru a loophole in the national vaccine recipient’s database. FTI seeks to speed up vaccinations at factories: The Federation of Thai Industries (FTI) is working to acquire more vaccines from the Labour and […]
Read More →AGE branches out from coal sales & bulk transport to container logistics business, aims to revamp pier, warehouse and truck to utilize existing resources, maintaining Bt11b FY21 revenue target. Comment: Inventory gains = massive profits, that’s the story for AGE. BCH reaffirms solid 2Q while 3rd wave of covid will boost 3Q, supported by 900K […]
Read More →AMR target to secure Bt2,000m worth of new contract p.a., adding to Bt1,400m backlog. Comment: I have questions marks over how this company wins projects. A new IPO, not much of a track record historically. Perhaps a good play on the corruption with the government. DELTA maintained 10% FY21 sales growth target as pandemic accelerates […]
Read More →ADVANC’s expected to report today, Bt6.68b 2Q consensus. ANAN postpones sales of Bt6b bond by a week, as it plans to appeal the verdict of the Central Admin Court, which revoked a notification document to allow the construction or modification of Ashton Asoke. Comment: Imagine you bought a unit at this project as an investment, […]
Read More →On a USD basis, the SET is -5% for the year. Frustrated that these lockdowns are going to potentially last for the whole month of August which just leads to more market share for the big boys, higher NPLs etc etc. Supply chain’s are going to be stretched further, inventories are high for some, none […]
Read More →Notable Transactions Buy(s) THB 5 mn N/a Sell(s) THB 103 mn ASIAN – The major shareholder found a buying for 1% of total shares
Read More →Export growth provides ray of light: Expansion reaches 11-year high as outbound shipments in June surge almost 44%. Despite the country facing its worst outbreak of Covid-19, exports are continuing to maintain growth momentum, surging by 43.8% year-on-year in June, representing the highest uptick in 11 years. Bangkok Post Prayut orders stimulus rejig: Prime Minister […]
Read More →CGD: major holder, Tommy Taechaubol, cuts holding by 0.8952% to 4.7957% of total outstanding on Monday CPW in talk to buy mobile retailer, IBIZ Plus, expects to spend less than Bt1b on deal, plans to wrap up within Oct, firms on 20% revenue growth target. DREIT reports net loss Bt56m vs Bt26m np 2Q20, pays […]
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