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 […]
Read More →CBG launches promotion to give away 500 moto-bike worth Bt25m, vows to maintaining selling price, to launch CBD mixed drink in 2Q. Comment: Been thinking that this group of co’s is “cheap” and we all know that the costs of their packaging/bottles etc are up for the moment, at one point this turns… HFT’s running […]
Read More →Notable Transactions Buy(s) THB 267 mn AEC – The group is up for sale. SPALI – The co is gaining market share, family members buying it up KBANK – Doesn’t quite matter. It’s a director buying some shares. I wouldn’t be surprised to see banks higher in 6 months. Sell(s) THB 156 mn RS – […]
Read More →Notable Transactions Buy(s) THB 264 mn KBANK – Ohh a family member decided to buy some shares – though I should note, that KBANK is no longer dominated by 1 shareholder family anymore, unlike SCB and BAY. PLANET – Rather strange share price movements and shareholder transaction in this name over the past 3-6 months. […]
Read More →Notable Transactions Buy(s) THB 135 mn NEX – EA buying into NEX, so the CFO of EA takes a position for himself. SICT – The deputy CEO buys THB 24 mn Sell(s) THB 219 mn SICT – The CEO dumps THB 28 mn (odd when seeing the above) PLANET – So the CEO and CTO […]
Read More →AOT sees 53% drop in passengers this year to 66.58m, 44.9% drop in flights to 490K, sees recovery October 2021. KTIS to sell a 5 liter 70% alcohol under KNAS at 7-11 for Bt300, will launch 1 liter at Bt89. MTC and SAWAD are among leasing firms getting Bt5b soft loan each from Government Saving […]
Read More →AMATA keeps 10% land sales growth target, after having sold 50-60rais. Comment: Absolute rubbish. Then again 2019 was disappointing, as was every year since the share price ran because of the EEC AMATAV sees no impact from covid-19, maintaining Bt1.5b revenue target from contribution from IEs in Vietnam in 2H20. Comment: See above DOD reaffirms […]
Read More →BEM BEM notified arbitrator that the Expressway Authority of Thailand (EXAT) already paid the premium difference between the Chalerm Mahanakorn and the Si Rat Expressway toll plus interest. There are many cases that BEM expects to win. (Thun Hoon, 1/11/18) Comment: Well EXAT did just make a bucketload from TFIFF… so was that used to […]
Read More →JWD JWD invested Bt315.73mn: Bt146.57mn to buy 40% of Bok Seng shares and Bt169.16mn to take a capital increase by PPSEZ, which operates a logistics business in Cambodia worth. (Kao Hoon, 12/6/18) Comment: Curious as to how this fits in within the group’s overall plan or if these are just opportunistic acquisitions KTIS KTIS expects […]
Read More →BCH BCH believes 2018 revenue will continue to grow; it has budgeted Bt3.676mn for three years of investment to open five hospitals with a total of 867 beds and to renovate existing ones to improve the image of the hospitals and add value. (Khao Hoon, 28/03/18) BM BM is going to raise its 2018 revenue target […]
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