JMT: parent co., JMART, says no plan to exit debt collection business, maintain top holder of the company (53.84%). Comment: Why is it when a market declines that short sellers get the blame etc etc. The ability of the market participants to create fairytales is always remarkable…love markets. I hope this never stops, it creates […]
Read More →ANAN’s Daddy Clearance Sale Oct 6-8 was a success with Bt1,131m presales, vs Bt500-1000m target, with all ready to be transferred in 4Q23. Comment: Massive discounts, and it’s not really a success as they’ll have to raise even more cash… CHG sees solid 4Q on rising patients from mid-east, CLMV, and social security quota (from […]
Read More →AMA upbeats 2H outlook from strong tankers transporting on high season, sees qtd utilization rate at 96-97% vs 95% yoy, expects road transport utilization rate pick up to 85% from 80% end of FY22 driven by logistic demand from PTG, eyes 20-25% FY revenue growth target. Comment: Could be worth a look as PTG has […]
Read More →ANAN mulls 5 new remedy options for Ashton Asoke for court consideration. Comment: The CEO & Board should be sued by shareholders, they lied pre-covid that this issue was resolved. DMT reaffirms 30% FY revenue growth target driven by strong tollway traffic, target FY average daily traffic >110k trips/day. BCP board approved Bt9.30-Bt9.70/share for ESSO […]
Read More →ACG sets Bt300m to expand AutoClik (Fast-Fit) branches to 20 this year, from 13 currently, and 30 by end of 24, to open its 13th in Phuket today. Central Marketing Group (CMG), a unit of CRC, and a leading distributor of >40 top global brands in fashion, beauty, watches, and tech segments, anticipates revenue growth […]
Read More →GRAND: BTS raised holding by 0.059% to 15.0505% on Apr 26. Comment: Everyone’s known that GRAND was cheap and waiting for a new shareholder/management team to do something with it. I don’t think BTS group is the answer, but the stock could pump…. JMART: board approved share buyback up to 16m shares (1.1% of paid […]
Read More →APCO mulls expanding anti-aging supplements product portfolio to capture growing aging society, eyes 30-50% FY revenue growth target. Comment: How is this MLM company still going? DUSIT’s official cod of hi-end project, Dusit Suites Athens, features 36 suites nearby Glyfada beach, first branded property in Europe. Comment: Russians and Ukrainians are going to buy this […]
Read More →AWC will reopen its Pantip Pratunam IT Centre, which will be rebranded as AEC Food Wholesale Pratunam in June this year. Comment: End of an era, that’s where we used to buy conterfeit pc games, movies, and computer parts to build out our own pc’s back in the late 90s to early 2000s HMPRO upbeat […]
Read More →Notable Transactions Buy(s) THB 724 mn Sell(s) THB 474 mn
Read More →BCPG’s board approved US$ 115m investment in 150.98mw combined cycle gas power plants in Ohio, US. JMART said its 9.2% strategic stake in BKD is to create synergy, as its group has >10K units of pre-owned houses and needs BKD’s expertise to renovate, before selling them. Comment: And they’re still going around the country building […]
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