FTSE rebalance today may see as much as Bt3.6b outflows, after FTSE All World cuts SET weighting to 2.98% from 3.05%, while FTSE SET index sees additions in CRC, DIF, ACE, BAM, RBF. ADVANC signed JV Saha Pathana Group to develop fiber infra to expand corporate BB, data center, 5G solutions and cloud services for […]
Read More →AUCT expects vehicles traffic recovery in 2H as banks need to auction repossessed cars to purge NPL before end of year. Comment: The buyers are typically the second hand tents. Do note that even if second hand car prices decline tremendously it does not affect AUCT as their business is fee-based. BCPG sees 20% growth […]
Read More →ADVANC launches commercial 5G on mobile phone, the 1st in Asean, offers 5G roaming in Switzerland and UAE. Upbeat outlook from strong data traffic as demand for work from home, allots Bt15b capex to expand network. Comment: I’m hearing the same questions today about 5G as I heard about 3G and 4G. “Whats the point […]
Read More →Notable Transactions Buy(s) THB 112mn MTC – A director makes a big buy here MINT – The COO of MINT makes a YUGE purchase, this is the first time in years that I’ve seen management (i.e. not the owner) make a purchase Sell(s) THB 80mn AUCT – Owner dumps THB 60 mn, probably in a […]
Read More →AMA sees wider margins from marine transports as oil price dip, will add oil/chemical trucks to expand onshore revenue, firms on 15% revenue growth target. Comment: These shares have been in the news given the price movement this week ANAN expects big jump 2H supported by Bt34.9b backlog and completion of 6 condos projects worth […]
Read More →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 […]
Read More →AOT AOT waiting for decision by ACC committee about suitability and size of Terminal 2. It will then submit a report to the board in January. The board has already approved the project. Share price rose yesterday, in the opposite direction of the SET. (Kao Hoon, 21/12/18) Comment: Well lets just hope it won’t take […]
Read More →AOT AOT has budgeted Bt15bn to pay dividend of Bt1.05 per share, XD on Dec 13. The board gave the nod to another four-year term for the president of AOT, Nitinai Sirismatthakarn. (Thun Hoon, 3/12/18) Comment: And so tourism has recovered…what quite turnaround in emotions for the tourism related names AUCT AUCT expects revenue growth […]
Read More →AUCT AUCT is working with a new partner to bring cars to auction. It expects car auction volume to grow by 20% this year from 60k cars last year. It says YTD auction volume is good and business is recovering. (Thun Hoon, 11/9/18) Comment: But their vision of being the auction house of every asset […]
Read More →ATP30 ATP30 reported earnings growth of 169.75%YoY in 1H18 as a result of revenue recognition from new customers and THE tourism business and lower depreciation. The company plans to add 20 buses and is dealing with three new customers. It expects bus demand to rise in tandem with growing Thai tourism. (Thun Hoon, 14/8/18) Comment: […]
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