ASIAN assures hygiene of 2 food plants in Samut Sakhon seaside province, control measures and tracing record applies to every person, banning entry of anyone, until Jan 4, 2021, with exposure to shrimp market since December 1. Comment: Sure, lets see what happens to the pricing of the food when supply declines as a result […]

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Notable Transactions Buy(s) THB 35.9 bn BJC – Continuation of the family selling the shares from their names to their private holdco. Sell(s) THB 36.3 bn BJC – See above ANAN – A block sale to BTS – they are everywhere! CKP – A director dumps a fair amount of shares

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Government Saving Bank (GSB) to buy 48.59% stake in AMANAH from IBANK in a Bt2b deal, while playing down a JV with SAWAD in car title loan business due to high capital requirement and may endure up to 5 years of losses, Tabloid. Comment: GSB are idiots. Amanah has no network, no franchise name, it’s […]

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ADVANC to boost revenue from digital entertainment app, AIS Play, above Bt1b within FY22, sees opportunity from large subscriptions base. Comment: I use their service ~4x a year to watch sporting events and stream it to my TV (as I did last night with the French Open), I don’t see how normal TV channels survive.  […]

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AEONTS sees lower LLP from improving assets quality, sees card spending pick-up from online shopping. CKP sees solid 3Q, the strongest this year, as higher water volume boosts output and profit. FSMART upbeats 2H outlook from 3 new launch products selling via top-up machines including insurance policies in cooperation w TQM, mini-ATM service, allowing withdraw […]

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AOT: extends a credit term of payment to 12 month instead of 6-month for concessionaires & airlines affected by C19 at all 6 airports under supervision. Comment: And there’s news on changes in the duty free concession fee. BDMS: appointed Ms. Poramaporn Prasartttong-Osoth, M.D. as president effective September 1 and Chairperson of the executive committee, […]

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ARIP confirmed IT event schedule, Commart expo, on August 20-23, launches products showcase to accommodate new normal lifestyle.BJC revised up White Group (WG) tender price to Bt187.67/share from 185.44. Comment: Finally delisting WG? Given the free float is less than 7%….why not….although if I were BJC/WG I would look to use this vehicle to raise […]

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CKP sees big jump after COD Xayaburi hydro dam y’sday, 1,200MW. HMPRO sees strong demand for home improvement 4Q on seasonal, expects tailwind from govt cash handout and rebate scheme, will open 2 Megahome in 4Q, upbeat GPM aft revamped prod-mixed. Comment: They are hoping that 4Q will be a seasonal high, if not its […]

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Electricity Generating Authority (EGAT) to open bid for 45mw floating solar projects at Sirindhorn dam on August 20, SCC, GPSC, SPCG, GUNKUL, WHAUP, EPCO expected to join. New sugary drink taxes structure starts from October 1, drinks containing 6-8g of sugar/ 100ml will be charged Bt 0.3, 10-14g/Bt 1/ltr, 14-18g/Bt 3/ltr, >18g/Bt5/liter. Comment: Which companies […]

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AP sees mmtum into 2Q frm real dmnd after 25% jump in 1Q presales to Bt41.8b. Comment: If 2Q #’s for the sector aren’t shit, then watch the sector re-rate positively, if they are then just look at LPN’s share price ASAP upbeats 2Q erngs frm surging car rental rev frm travelling dmd during long […]

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