ALL will make partial payment of bond interest due, account for 20% of interest amount due on Monday to avoid default. Comment: They are bankrupt, this is just technical bs BAFS reaffirms big jump this year from strong jet refueling service rev on improved traffic, sees positive momentum carry thru 2Q on tight summer flight […]
Read More →AEONTS anticipates solid 4Q22 (eo-Feb23) driven by higher card spending from shopping tax rebate stimulus, lower LLP after purged bad debts last year. Comment: It doesn’t seem to what how slow or fast the economy is growing, AEONTS continues to grow its equity year after year. ALL defaulted on a bond’s Bt10.7m interest payment yesterday, […]
Read More →Notable Transactions Buy(s) THB 758 mn GULF – Gobble gobble gobble. A5 – A director bought 3.5% shares from…? JMART – Earnings season is over and the family and founder are back to buying. Sell(s) THB 528 mn CHAYO – Just under 2% of shares sold by the CEO. ALL – Family dumping to ? […]
Read More →Note: The weekly figures are going to lower as Notable Transactions Buy(s) THB 257 mn AMATA – Well that’s a rare purchase from the founder. And its YUGE. ALL – I know several of their assets are up for sale to Funds and they have a plot of land which can’t be developed upon. But […]
Read More →With earnings reporting season over all the owners/directors have started buying/selling their shares again. Notable Transactions Buy(s) THB 988 AUCT – That’s a huge block trade, family took back some 14% the company. RS – He’s buying again. SABUY – They’re making moves and being paid well in share price performance, the MD buys more. […]
Read More →ALL: renovation of 11,500 sq.m. mall in Chonburi to completed by February, target cod in June 20, in talk JR Kyushu to jointly develop mixed use projects outer Bangkok, finalize plan 1H20. ANAN: anticipates 4Q turnaround from transfer of 4 condos projects, Bt 29.3b backlog to realize till FY22, target new launch 4 projects worth […]
Read More →Notable Transactions Buy(s) THB 287 mn CGD – Family Trade CGH – A family trade PSTC – The Chairman continues to buy shares EIC- A director buy’s shares, could something positive happen in this odd name? Sell(s) THB 163 mn CGH – See above ALL – This director/family member is selling shares
Read More →ALL to boost recurring income to 20% in 5 years after investing in the New Forum Plaza, to realize Bt4b backlog in 2H, on track to exceed Bt4.5b revenue this year. Comment: And its a trend amongst all the property developers to build a recurring income asset. Those that haven’t will continue to suffer ASIAN […]
Read More →ALL reports 70% presales in 1st day of launch at its Bt1.2b the Excel Lardprao. Comment: Hmmmm lets see if the transfers are there ANAN to review its investment plan for this year from the existing one of 10 projects worth Bt38b to factor in demand and conditions. Comment: They have their earnings coming out […]
Read More →ALL to launch 4 condo pjs worth Bt12.45b in 2H, confident of Bt7b presales this yr. BTS to officially cod Green line extension (North) Ladprao station on Aug 11, additional 4 stations (Phaholyothin 24, Ratchayothin, Sena, Kassetsart Uni) to cod in Dec, remaining 11 stations in FY20. Comment: And they’ve made another investment into a […]
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