AEONTS: will launch digital lending platform mid-FY21, expects higher fees from larger client base thru collaboration with HUMAN & VGI. Comment: I can see the synergies between AEONTS and HUMAN, VGI less so, but the rabbit card is fire for distribution. GPSC: mulls estimate semi-solid battery plant phase 2 capacity 1 GWh per annum to […]

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AEONTS, VGI, and HUMAN in JV to set up Rabbit Cash, Bt800m registered cap, to expand digital lending platform, including nano finance, by capping interest rate at 15% max. Comment: Love this move by VGI, that damn rabbit card is immensely valuable and now they’ve figured out the partners to use utilise their distribution network. […]

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AEONTS reported 3Q21 (end of November ,20) at Bt1.01b +1.9% yoy, beats Bt815m consensus, thanks to lower than expected credit cost & wider than expected NIM, revenue from bad debt recovery improved 19% yoy & revenue from overseas subsidiaries +18% yoy, NPL stands at 4.3% from 3.9% end of 2Q21. Comment: Look at these numbers […]

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AEONTS: 2Q21np (end of Aug20) at Bt 966m +82.3% qoq, +2.6% yoy, beats Bt 836m consensus, pays interim Bt 1.85 dps, XD Oct 19. Comment: A surprise for the market, people are still paying the minimum requirements on the loans/cards. Will this lead to more excitement into SAWAD and MTC? What about 2021 when the […]

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AEONTS sees lower LLP from improving assets quality, sees card spending pick-up from online shopping. CKP sees solid 3Q, the strongest this year, as higher water volume boosts output and profit. FSMART upbeats 2H outlook from 3 new launch products selling via top-up machines including insurance policies in cooperation w TQM, mini-ATM service, allowing withdraw […]

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AEONTS reports 1Q20 (end of-May) at Bt530m, -46% yoy, TFRS9 & positive impact from lockdown weighed. Comment: Can’t wait to see KTC’s #’s. AP records Bt12.81b presales in horizontal projects 1H20, or 60% of full year target of Bt22.5b. Comment:¬†Every major property developer has shown great presale figures for housing projects during 2Q, the question […]

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AKR branches out from power transformer business to solar rooftop turnkey contractor, Bt450m backlog to realize this year, maintaining Bt1.6b full year revenue target. Comment: The numbers make sense for this solar business as the owner i.e. factories etc, payback period is fast, hence why one shouldn’t be surprised to see GFPT maintained 7.7k tons […]

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ADVANC secured exclusive right to broadcast Tokyo Olympic 2020 on mobile-pay, iPTV and Internet Comment: A slap in the face to TRUE! Then again other than the 100 m sprint, I’m not sure what other Olympic event people tune in to…but this is just further evidence of the changes seen in the media industry AEONTS […]

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And boom these are the latest changes to the MSCI announced yesterday. MSCI STANDARD: (+) INTUCH, RATCH, DTAC (-)  DELTA MSCI GLOBAL SMALL CAP: (+) AEONTS, AAV, BLA, EASTW, PSH, TASCO (-) MC, PRINC, THCOM, TFG, VGI, VIBHA

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AEONTS AEONTS expects loan growth of 5% in FY2018. In 1H18FY, it has already provided loans of Bt52bn. It plans to launch promotions to stimulate spending during the yearend festivities. It has entered Myanmar, Cambodia and Laos and expects loans to reach Bt13bn in FY2020, pushing foreign revenue up to more than 10% of total […]

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