CPN plans to open at least 2 new shopping centres in Malaysia and VN as soon as possible after the successful opening here last week of its 1st Malaysian shopping centre, Central i-City, built at a cost of Bt8.5b. Comment: I am curious to see how they will perform in Hanoi, I have my doubts […]
Read More →AMATA expects jump start investments in EEC area following clarity of formation of new govt, sees IE lands trnsfr accelerate in 2Q, in talk to sell 320 acres land to clients, m/t 430 acres full yr sales t/g. Comment: Both WHA and AMATA are betting heavily on the EEC plan to pull them through AU […]
Read More →And boom these are the latest changes to the MSCI announced yesterday. MSCI STANDARD: (+) INTUCH, RATCH, DTAC (-) DELTA MSCI GLOBAL SMALL CAP: (+) AEONTS, AAV, BLA, EASTW, PSH, TASCO (-) MC, PRINC, THCOM, TFG, VGI, VIBHA
Read More →ASIAN ASIAN reaffirms big jump 1Q from strong premium pet food exports aft team up with German partner, Happy Pet, to expand mkt in Europe. CPN CPN in talk to renew lease contracts with 2 key clients, ZEN and Isetan dept store, before expiry in 1Q&3Q19, upbeat prospect from higher rental rev and L/T cash […]
Read More →CKP CKP has raised its revenue growth target to 15% from 10%, because the quantity of water has risen increased to support electricity production in Q3. Xayaburi power plant will run operational tests this month. (Kao Hoon, 3/10/18) CPALL Revenue Department allowing Counter Service to be the agent for tourist VAT refund for a […]
Read More →EFORL EFORL shareholders approved a capital increase via private placement of 16,108mn shares to a group of investors led by Mr. Vichai Tongtang. The funds of Bt644mn will be used to expand its medical equipment business for cosmetic surgery. (Kao Hoon, 22/5/18) Comment: Well done that’s changing the story of this holding co JWD JWD […]
Read More →Potential Changes to the SET50 and SET100 These names have not been confirmed yet but brokers are expecting that these will be the changes. SET50 Expected Additions: BGRIM, DELTA, ESSO, KTC, RATCH Expected Deletions: BCP, KCE, PSH, TPIPP, WHA SET100 Expected Additions: BLA, ERW, MBK, PRM, PTL, RS, THANI, VGI Expected Deletions: ANAN, BA, BIG, […]
Read More →AP AP plans to launch new 3three projects worth Bt3.1bn. It expects mid-to-high end property market will be strong. (Khao Hoon, 27/4/18) BAY BAY said it has no M&A plan. Fee war is expected to affect its own NII around 2-3%, but it says it has other ways to make this up. (Thun Hoon, 27/4/18) […]
Read More →BGRIM TRIS revises BGRIM rating to A with stable outlook with current total production capacity of 1779 MW and to reach 2518 MW in 2022. (Khao Hoon, 11/4/18) BTS BTS says FY2019 revenue will grow 200%, driven by the South and Green mass transit lines (BaringSamut Prakarn) startup in December. It is also going to […]
Read More →BCH BCH targets 2018 revenue to grow by 12-15% from last year backed by full-year revenue of higher social security reimbursement and outstanding growth from WMC. It says Kasemrad Ramkhamhaeng hospital is going to open for service in 4Q18 and has budgeted Bt1.19bn for hospital expansion in 2018. (Thun Hoon, 16/03/18) Comment: There’s a lot […]
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