AMATA mulls revising up FY22 revenue guidance from improved land & utilities sales, Bt1.45b out of Bt4.768b backlog to realize this year, sees upside from increased FDI. AMATAV target 100% revenue growth this year from strong industrial land sales in Vietnam from manufacturing relocation, higher selling price yoy on surging demand. Comment: Low base more […]
Read More →Notable Transactions Buy(s) THB 286 mn THG – I think they are now the most expensive hospital in the region. SABUY – Apparently lots of deals still going on Sell(s) THB 5.4 bn TRT – There must’ve been a typo in the SEC filing as it doesn’t make sense. So keep that in mind. TRT’s […]
Read More →BANPU to increase investment this year by 58.5% to $1.3b, mainly in energy generation ($700m) and gas business ($500m), with internal cashflows. Intalks to buy new PP with capacity expansion to at least match last year’s 800MWs rise, coal sales 42-43m tons expected this year. Comment: It’s indo sub is paying out 25% divvy’s on […]
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 →GRAND: PAR changed to Bt 0.5 from 1, effective today. Comment: It looks like the old trend of whenever a stocks does a par split in thailand => upside, is gone. Several occurred over the past few years with minimal impact. But this trend still works in Indo, time to shift capital there :p GULF […]
Read More →AOT maintenance 3.7km west runway of DMK airport for 270 days from Oct 27, 21 till Jul 23, 22, sees no traffic congestion, flights density are manageable. CHAYO in talk to buy bad debts from 5 fin institution total Bt10b, expecting to secure Bt6-8b before end of year. Comment: Because BAM is done, everyone else […]
Read More →ATP30 wins E-Bus operating contract from PTT’s unit, firms on 15% revenue growth target this year, mulls studying e-bus and charging station plans. Comment: Ka-ching, steady cashflow for ATP30. INET mulls listing internet service subsidiary, Mandala Communication, to expand IT platform, cyber security, big data, planning to sell 2nd data center into REIT and re-invest […]
Read More →AAV announced one month suspension of its operations in Thailand, staffs will not be paid, but will seek partial payment from social security fund, while BA announced temporary suspension of its Samui and Phuket flights from Aug 3. Comment: If it his 2 again, it’s worth a trade – or it goes bankrupt – which […]
Read More →CENTEL sees advance booking pick up in Rayong & Trat as locals preferred short distance travel near BKK. Comment: And they’re planning to open all their F&B outlets by November. CPW sees positive 2Q sales momentum from Apple products & wearable items, firms on plan to add 7 branches in 2H, firms on 20% revenue […]
Read More →KBANK-R : buying of NVDR is allowed again from today after take-up rate fell to 22.81% yesterday, following a massive NVDR outflows past 2 days from MSCI deletion, but do not expect MSCI to add back on soon, as the headroom is small, unless the Central Bank allows NVDR room to increase to 30-35% as […]
Read More →