BM upbeats full year earnings supported by demand for metal conduits, racks & enclosures, ctrl panel and switchboard on the back on infra expansion, agricultural machine parts orders for Kubota to realize in 3Q, contribution from 20% holding in EPC contractor (MECT), firms on record high profit this year. Comment: Record high profit means…+5% from […]
Read More →ADVANC firms on plan to expand 5G coverage, sees mass data package upgrade for surging demand for distance learning and WFH, add bundle pkg 5G, BB and wifi to draw more subscribers. GLOBAL upbeats 2Q earnings from higher sales yoy, wider margins on building mat thanks to higher steel price and tailwind from online sales, […]
Read More →“Myanmar’s Aung San Suu Kyi and other top leaders have been detained in an early-morning raid in an apparent “coup,” her party’s spokesperson Myo Nyunt said, a move that came after the country’s military disputed its landslide win in a November election.” Source: Bloomberg Why should those on the Thai equity markets care? You have […]
Read More →AEONTS: 2Q21np (end of Aug20) at Bt 966m +82.3% qoq, +2.6% yoy, beats Bt 836m consensus, pays interim Bt 1.85 dps, XD Oct 19. Comment: A surprise for the market, people are still paying the minimum requirements on the loans/cards. Will this lead to more excitement into SAWAD and MTC? What about 2021 when the […]
Read More →AP keeps Bt40.55b transfer target this year, +25%, and pre-sales at Bt33.5b, but will adjust business plan and forecast in April. Comment: That’s a ballsy target, I wonder what the sacrifice in margins will be AWC shuts down 5 hotels in BKK, Marriot, Le meridian, Okura & Hilton, from March 26 – April 15. Comment: […]
Read More →So what’s happened? And so its been all over the news since last Friday (18/01) https://www.hooninside.com/news-feed/84882/view/ And finally it hit the English news over the weekend and yesterday: https://www.bloomberg.com/news/articles/2019-01-21/ban-on-thai-billionaire-prompts-slump-in-top-hospital-operator?srnd=premium-asia https://www.bangkokpost.com/business/news/1615270/prasert-others-given-14-days-to-comply That the owner of Bangkok Airways Plc (BA) and Bangkok Dusit Medical Services Plc (BDMS) has been caught with his hand in the cookie jar. […]
Read More →Notable Transactions Buy(s) THB 235.5 mn BDMS – The insider trading family members don’t care about the potential price cap on hospital bills. THG – He’s still buying GLOBAL – It’s come off a fair bit since the peak and a director is buying IVL – Heinecke thinks the noise on the inventory loss is […]
Read More →Notable Transactions Buy(s) THB 25 mn N/A Sell(s) THB 47.8 mn GLOBAL – A director sells a relatively small amount of shares
Read More →ALT ALT is cooperating with Itron France SAS and has signed a contract for the development of a power network in Pattaya from PEA worth Bt715mn. (Kao Hoon, 14/6/18) APCS APCS expects to sign new projects worth Bt1bn, raising its backlog to Bt3.5bn. It plans to focus more on the construction of power plants and […]
Read More →BA BA expects 2Q18 revenue to be good, with advanced bookings up 11 .%The company plans to raise its revenue growth target for 2018 to 7-10 %and continue to expand codeshare with other airlines .It expects cabin factor to reach 70 %this year and will expand its fleet to accommodate more flights to Chiang Mai. […]
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