BLAND wants to develop Muang Thong Thani as a smart city district, with plans to build a new seafood and fruit centre offering goods at affordable price to attract tourists to Nonthaburi, banking on the Pink Line monorail service that is scheduled to start running there next year. Comment: It’s been a multi decade play […]

Read More →

BAM anticipates 2 year high earnings from lower provision, will wrap up NPA land sales to SENA in 2H, mulls establish distressed assets management venture with finance to boost revenue. Comment: Well I think that we can all guess that BAM and KTB should/will partner. BAY’s card unit, Krungsri Consumer, reported Bt153b card spending during […]

Read More →

ADVANC target 300K new AIS Fibre customers this year, from 1m at end of-2019, as lockdown boosted demand for high-speed BB. BLAND launches community mall, Cosmo Walk, to boost recurring income and adding value to its Muang Thong Thani complex. EA reports Bt2.2b CD 2x covered, healthy demand for 2-3 year maturity JAS received Bt942m […]

Read More →

BAY BAY to expand to more global companies. Following an impressive loan growth of 14.5% in 1Q18, BAY plans to expand its client base from Japanese clients to other global companies. Its key business strategy is to support businesses in the Eastern Economic Corridor (EEC). (Kao Hoon, 31/5/18) Comment: I still think that this bank […]

Read More →

It’s interesting how the perception is changing within the markets in just 1 week. Perhaps it could be just the people I associate with or the articles I read but that’s the feeling I’m having for now. My viewpoint is that until the new Fed Chairman speaks on March 21-22 things could remain choppy. And […]

Read More →

Notable Transactions Buy(s) THB 2.5 bn GLAND – A switch amongst the family members Sell(s) THB 182 mn BLAND – WOW! STOP THE PRESSES! After years and years of the owner buying, this is the first massive sale that I’ve seen BDMS  – The daughter is selling some shares.

Read More →

Notable Transactions Buy(s) THB 75 mn BLAND – He hasn’t stopped buying for the past…well since I’ve started tracking management trades Sell(s) THB 384 mn THANI – A director sold off 30 million shares BTS – A rare transaction over at BTS, some warrants sold by the founder. Note: Actual period was 16/10 – 27/10

Read More →

Notable Transactions Buy(s) THB 36 mn BLAND – The only major buyer this week is this owner as he has been doing for the past..decade or so Sell(s) THB 132mn FN – It’s no longer pricing in the growth potential from the new malls that they are opening, but perhaps deservedly so? FN doesn’t seem […]

Read More →