AMATA target industrial land sales +10% yoy, sees strong demand from electronics, motorbike parts producers & data center. Comment: That’s it? Rubbish. BTS in talk with BBL to set up virtual bank. Comment: Ohhhh boy. Will this be put into RABBIT? IVL mulls taking over PTL, by taking 50% stake from major holders and tendering […]

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BTS & BEM are expected to benefit from surging ridership on Blackpink concert this weekend Jan 7-8. Comment: News is reallllllllllllllllly lacking this first week back. CENTEL sees advance booking from Chinese travel agents accelerates ahead of China border reopens. Comment: Would be good to know what % this is of total bookings. EKH sees […]

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ASW in 51% jv with Japan’s Takara Leben to develop a condo projects worth Bt1.35b under KAVE brand near Kaset Uni, their 2nd jv. BGRIM coded 140mw Amata Bgrim Power (ABP1R) co-gen power plant on Nov 29. BJC upbeats 4Q earnings from positive SSSG at Big C hypermarket, surging traffic at mini Big C on […]

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24CS: building engineering contractor specialize in electrical, air vent, telco and sanitary system, 24 Con & Supply, debuts 130m shares at Bt 3.4/share, UOB leads. Comment: Now that’s an IPO! ASIAN upbeats outlook from accelerated OEM pet food orders as international clients expand house brand products to boost margin, sees tuna & seafood business remained […]

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BE8 reassures solid 2H after completed M&A tech integration, X10 IT Resource, Bt713m backlog from corporate transformation projects pending to realize, additional M&A cyber security, Bay Computing (BAYCOM), to complete next year, expects to enhance competitiveness from one-stop digital transformation solution, larger ecosystem. Comment: The thai tech scene has been boominggggggggg. Though at one point […]

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BJC mulls adding Covid medications via 146 branches of Pure Pharmacy and Siri Pharma nationwide after National Communicable Disease Committee allowed hospitals, clinics & drug stores can procure Covid medicines from September 1. Comment: Coming to you from the family whose insurance company screwed over their customers TH meat producer, Betagro, to raise Bt20b (US$554m) […]

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Notable Transactions Buy(s) THB 359 mn BTS – The big boss is back to buying his shares SABUY – He continues buying in scale, even though other members of the board and management appear to be selling JMART – And Adisak continues accumulating! Sell(s) THB 354 mn BBIK – An overnight block to institutions.

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AMR wins conversion of overhead line to underground system for Green line extension (Sukhumvit 81 – Bearing) total Bt216.5m. Comment: People that have lived in Bangkok will not even realise the changes that have been made over the past decade, and the coming 5 years. Now regarding this company, where did they come from? Anytime […]

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ADVANC: 4Q21 NP of Bt6,863m, -4.2% yoy, +7.7% qoq, topped Bt6,628m consensus, yoy drop was mainly due to a higher cost of service ex. IC of Bt21.7bn (+6% yoy, +1.1% qoq) from an amortization of 700MHz and 2.6GHz spectrum licenses acquired in 2021. Sets FY22 capex within Bt30-35b, target mid-single digit growth for services revenue, […]

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AS: local fund, BBLAM, raised holding by 0.4382% to 5.0033% of total outstanding on January 27. Comment: It’s a bit late to be adding no? But I’ve been totally wrong on AS over the past 2 years, why? I remember all my meetings with them from 2010-2020 and didn’t think management would be able to […]

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