ANI reaffirms solid 3Q from robust traffic thru freight forwarding biz on high season, improved air/sea freight rate on surged demand for inventory restocking ahead of holiday season. Comment: Another one of those logistic players that had fantastic #’s during covid and are now experience the covid “hangover” BCH sees solid 3Q on seasonal, firms […]
Read More →AH’s board approved acquisition in 60% of Malaysia auto parts maker, an affiliate co., of Proton Group, Advance Vehicle Engineering Global (Avee) for up to MYR41m (Bt312m) to support overseas expansion. Comment: Hopefully not to supply to Proton manufacturing… CPNREIT to renew lease of 2 malls, Central Pinklao (15 years) & Central Rama 2 (30 […]
Read More →BEM: expects daily average MRT ridership jumps from 300k to 500k trips/day during TH Red Cross fair at Lumpini Park during Dec 8-18. Comment: And the fact that people are back in the offices even though the wuflu is still going around. CENTEL: sets Bt 6b capex for hotel, F&B and M&A. Comment: This is […]
Read More →Note: Earnings season overrrrr and transactions are back in size Notable Transactions Buy(s) THB 408 mn NCL – The MD just bought out the CEO, ~11% of total shares. BANPU – He bought the warrant and sold the company shares. JMART – And the founder is still buying, another THB 36 mn Sell(s) THB 406 […]
Read More →NCL reaffirms 50% FY22 revenue growth target driven by strong freight forwarding traffic and logistic services on improved exports, contribution from 25% investment in digital marketing & IT infra (CDN). NUSA’s 50% JV with CSR in hemp related business sees Bt5b revenue, supported by 1m ton orders from Japanese client, sees dividend income from stake […]
Read More →Notable Transactions Buy(s) THB 6.2 bn BDMS – Just a switch between family members DPAINT – A director buys a block, ~5% of the shares. PROEN – A director buys a block, ~3% of the shares. THG – And he’s still buying! CKP – Not to be confused with the singer from the 70s, this […]
Read More →Notable Transactions Buy(s) THB 1.2 bn BTS – The Chairman bought back a huge amount of shares post the BTS x JMART Group link up VGI – He bought YUGE amount of shares post the BTS x JMART Group Link up TU – The Chairman thinks his shares are cheap (?) I doubt management’s ability […]
Read More →AMATAV sees better 2H on plan to transfer 300 rai of land in Halong IE Vietnam, while keeping 430 rai land sales target this year. Comment: Their efforts in Vietnam have been rubbish compared to the other players (domestic and international) APCS firms on 40% FY21 revenue growth target >Bt3b supported by strong demand for […]
Read More →Notable Transactions Buy(s) THB 128 mn TMT – The CEO buys a chunk of shares. Sell(s) THB 174 mn NCL – The CEO sells ~7% of the shares.
Read More →BGRIM reassures sustainable earnings as 70% of total power generation capacity sells to authority, EGAT, only 130 corporate clients from total 1,500 companies in industrial estates Comment: These types of businesses should continue to be ok this year. EA sees no issue on Bt3b CD maturity this year, 1Q growth remained intact from higher contribution […]
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