ADVANC agreed to pay Bt448m to settle Bt50b dispute with NT, paying ways for future collaboration. Comment: All of these lawsuits will be settled due to the new owners. APCO launches antiviral supplement, MyLife100, out on sales October 1. Comment: And these snakeoil salesmen have another bunch of rubbish supplements for you to try. BAY’s […]

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APCO kick-off exports cancer treatment products to Chinese partner in July, will add more anti-aging & slimming products on line-up in 3Q, mulls expand capacity as average order from China > 1 ton/month. Comment: Their business model is to peddle rubbish “health” products via MLMs. BGRIM sets Bt300b 10-year capex to boost capacity to 10,000 […]

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APCO upbeats 4Q sales after tap in online channel, aiming to expand market share from Bt 20b TH health supplements market, firms on 15% revenue growth this year. BH reported Bt221m, -80% yoy; missed Bt426m consensus. Comment: Or it grew 4x QoQ, annualise that and its cheap!! *note the sarcasm EA’s first shipment of energy […]

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ACE pays Bt851m for 3 biomass powerplants with 26.9MW capacity, with immediate revenue recognition of Bt900m p.a., in talks to boost P2P and boost overall biomass powerplants to 12, 112MW overall. Comment: Decent priced paid. APCO will launch 2-3 health supplement products before end of year, aiming to capture demand from health conscious consumers, estimate […]

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APCO upbeats 1Q earnings from strong sales of health supplements products as demand for immunity booster grows. MTC said DSI’s officials raided its offices on March 20, following complaints about its lending rates, yet no charge was files. MTC said it charges <28% annual loan rates, in compliance with BOT’s rules. Comment: Well they are […]

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APCO target 70% revenue growth this year driven by sales of medical supplies on the back of Covid-19. Comment: TQM seems to be the name that the retail market has liked for this. BAY sees heavy debt load on GEN Z new grads age 21-24, stringent on consumer credits to curb NPLs Comment: I think […]

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Notable Transactions Perhaps it’s just the first back, but we have not seen any significant selling by any management for the past 6 months. Buy(s) THB 782 mn APCO – The family buy’s another 2-3% of their shares AUCT – A board and family member buys a decent chunk of shares. THG – He keeps […]

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APCO APCO is going to move to the SET in 2Q18. It targets 2018 revenue growth of 15-20% with a net margin of 28-30%. It plans to expand to Asia and U.S. markets. It is going to launch new products and new promotional campaigns and also expand its online channel. (Thun Hoon, 12/03/18) BAFS BAFS […]

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APCO APCO says 4Q17 results will be better than 3Q17’s backed by increasing sales fromthe “Shop Chuay Chard” campaign. It believes 2017 revenue will reach Bt450mn and project revenue will grow by 20% in 2018. It is looking for a partner to join a joint venture for a Balancing Immunity Center(BIC), which it expects to […]

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AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]

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