ARIP confirmed IT event schedule, Commart expo, on August 20-23, launches products showcase to accommodate new normal lifestyle.BJC revised up White Group (WG) tender price to Bt187.67/share from 185.44. Comment: Finally delisting WG? Given the free float is less than 7%….why not….although if I were BJC/WG I would look to use this vehicle to raise […]
Read More →AMA in talk 2 logistic partners to expand from Oil & Gas transports to industrial logistic, expects big jumps 3Q from larger average tanker size yoy from 13k tons/trip to 15ktpt, positive momentum from onshore logistic as PTG & AIE increase shipment of gasoline and B100 transport, will add 60-80 oil trucks in 2H after […]
Read More →Notable Transactions Buy(s) THB 33 mn N/a Sell(s) THB 1.2 bn OSP – Family sells a stake – Peak consumer products? STA – Founders dumps shares – Peak Rubber gloves? STGT – Founders dump shares – Peak Rubber Gloves part deux?
Read More →AUCT expects vehicles traffic recovery in 2H as banks need to auction repossessed cars to purge NPL before end of year. Comment: The buyers are typically the second hand tents. Do note that even if second hand car prices decline tremendously it does not affect AUCT as their business is fee-based. BCPG sees 20% growth […]
Read More →Notable Transactions Buy(s) THB 115 mn SPC – The Chairman went out and bought a chunk. Sell(s) THB 231 mn OSP – A big sale by a family member
Read More →CPF’s firm on 8-10% revenue growth, sees growth momentum into 2Q, sets Bt20b capex. Comment: I see a high probability for all commodity prices to go very very high over the coming decade… DCC’s 967.5m new shares from exercise of DCC-W1 1:1 at Bt1.15 apiece tradable today, previous close Bt1.84. JWD anticipates 2H turnaround from […]
Read More →AWC’s retail portions were fully subscribed and Institutional portion is expected to be snapped up during October 1-3 as well, tentative trading sets for October 10. Comment: I doubt you’ll see big numbers on the first day for AWC, its a massive IPO… BAY will apply 70% DSR on personal loans and credit card applicants […]
Read More →BWG reports cod 7mw waste powerplants. Comment: As with all of these projects, it was delayed for a year but in the end its up and running and a positive. MOF grants Pico finance license to KTC, aims to control interest rate competition in the market, expects to approve nano fin & P-loan before end […]
Read More →ADVANC cleared the air with TOT over tower ownership produced during the concession period, agreed to rent tower from TOT for 10 years for Bt28b, expects Bt800m average annual cost saving p.a. from dispute settlement. Comment: Small #’s but still a positive news for the company AMANAH sees record high in 3 years in 3Q […]
Read More →ALL reports 70% presales in 1st day of launch at its Bt1.2b the Excel Lardprao. Comment: Hmmmm lets see if the transfers are there ANAN to review its investment plan for this year from the existing one of 10 projects worth Bt38b to factor in demand and conditions. Comment: They have their earnings coming out […]
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