BRI reported 2M23 residential sales topped Bt2b, maintains launch plan 20 projects total Bt22.5b, eyes 20% FY revenue growth target above Bt13b, revenue +40% >Bt9b. CPALL sees 5-7% SSSG via 7-11, sets Bt27b capex to add 700 branches in TH & 30 in Cambodia, will debut 2 outlets in Laos this year, reassures FY interest […]

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ITEL: wins e-budget mgt system projects from Bureau of Budget total Bt 636.5m. Comment: And they keep winning every project that was spoken about 4-5 years ago. SCC: acquires 60% stake in waste management, Recycling Holding Volendam, for Bt 2.1b to enhance green polymer value chain. Comment: Doesn’t move the needle, but waste management has […]

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Notable Transactions Buy(s) THB 452 mn GUNKUL – Just look at how much he’s bought over the past 2 months JMART – Wow, adisak still pounding the table buying back his shares ITEL – A rare one, son/MD is buying. SUPER – And he’s still buying Sell(s) THB 636 mn APCS – There’s a new […]

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BAFS sees 2Q jet refuelling +19% yoy (673m liter), firms on Bt3.3b full year revenue target +101% yoy.BAFS to return to profit next year, sees solid recovery ib jet fuel sales in 2Q from reopening and PP business. Comment: Goes without saying, you don’t need tourist #’s to recover immediately, just # of flights. ITEL […]

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ASW reports Bt3,250m 1Q22 presales, or 33% of its Bt10b this year target, to launch 3 more projects in 2Q worth Bt3,180m, for a total of 7 worth Bt12,400m this year. Comment: A relatively new IPO, as a mid-size developer, being listed has helped to raise capital just before covid hit, perhaps will be a […]

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ITEL: expects to wrap up hyperscale data center lease deal by end of March, upbeat outlook aft teams up with AU partner, Etix Everywhere. Comment: So a REIT for its data center and ETIX is buying out AIT and WHA in one of their data center co’s MCS: reassures solid 1Q from steel module transfer […]

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AJA’s started bitcoin mining on its 70 machines, as part of 200 in 1st phase with Bt90m investment, and will be realized from 1Q22, while planning 2nd phase with Bt200m investment for 500 machines. Comment: Well….why not!?! Are we going to see meme’s for these thai names involved in this space? BPP invests Bt442m in […]

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BCP: reaffirms solid 4Q from improved fuels sales volume since October, higher refinery utilization rate at 110k bblpd vs 90k YTD average, will add 47 stations to 1,300 by end of year, biofuel subsidiary, BBGI, on track to debut IPO 1Q22. ITEL: mulls selling Bt 700m Interlink Data Center (IDC) in to REIT 1Q22, aims […]

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ASIAN reassures solid 4Q supported by additional capacity from pre-fried food & pet food production, higher domestic & export sales, will expand frozen food & pet foods to overseas market next year. BE8: cloud sales, service, marketing, application solutions, Beryl 8 Plus, debut IPO 50m shares @ Bt10/share. Comment: Small name, small float, couldn’t get […]

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ALT reaffirms solid 3Q from revenue recognition of smart meter projects for Provincial Electricity Authority (PEA), expects to secure additional private PPA solar rooftop as demand for energy saving grows among corporate, SMEs & developers. HTECH sees 100% yoy jump in profit this year to Bt132m, boosted by strong demands from EV related , expecting […]

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