Tag: ptg

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Stocks in the news (bch, gunkul, jmart, singer, ivl, ktc, hl, lalin, prapat, ptg, stec, ck, itd, uniq, nwr, tu) 14.03.22

BCH will book Bt3b revenue from Moderna alternative jab this year, target Covid-related services revenue +104% yoy as caseloads jump, upside from higher SSO patients quota yoy, allots Bt920m capex to revamp hospitals, expand labs. Comment. Would love to know the profits from this one…. GUNKUL-JMART-SINGER form venture, JGS, to offer solar turnkey solutions from […]

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Stocks in the news (oil, banpu, princ, ptg, stpi, tm, tpoly, vibha) 09.03.22

Government to hold meeting today to assess strategy to deal with rising oil price, may consider raising natural reserve to >60d currently and look for ways to delay paying subsidies to oil traders to preserve state oil fund’s cash. Comment: Not company news I know, but these fukwits rejected the opportunity to buy more oil […]

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Stocks in the news (ace, advanc, ptg) 15.02.22

ACE signed PPA with EGAT for 8 community PP with 50MW capacity, to spend 10 months on construction, ready to bid for 400MW in 2nd phase. Comment: Are you ready to see ACE win most of the 2nd phase? NBTC’s summoned ADVANC to meet today to explain the downing of its mobile and fixed internet […]

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Stocks in the news (ace, tpch, uac, crc, ktc, lpn, ptg, scgp, sk, tqm, winmed) 09.02.22

ACE, TPCH, UAC to bid for community PP phase 2 with 400MW later this year. Comment: Who wants to take the over/under that the police related ACE are going to win the majority of this? CRC to invest Bt100b over next 5-year to grow revenue by 2.5X, EBITDA by 3.5X, and market cap by 2.5X. […]

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Stocks in the news (advanc, ekh, htech, ichi, irpc, jwd, pimo, ptg, sena, snnp, tfm, threl) 10.01.22

National Telecom (NT) is in talks with ADVANC for a partnership deal that would see ADVANC purchases 10MHz of bandwidth on the 700MHz spectrum range from NT. Comment: See there are still 3 telco players in Thailand. EKH anticipates solid 1Q from RT-PCR tests on resurgence of 5th wave, will cod elderly care home & […]

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Stocks in the news (aie, ggc, ptg, gulf, sft, tqm) 25.11.21

Energy Policy Administration Committee (EPAC) cuts biodiesel blend to only 7% (B7), postponed sales of B10 & B20 from December till March 22 to curbs retail price. The reference px of methyl ester stands at 46.88/liter while ex-refinery price of biodiesel B7 is Bt 20.3/liter, more methyl ester in biodiesel means a higher oil price […]

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Stocks in the news (biz, glocon, kbank, ttb, kkp, ner, ori, ptg, rt, skn, toa, tr, true, tta) 20.10.21

BIZ issue free warrant (BIZ-W1) to existing holders at 10:1 GLOCON: 67.55m new shares from warrant exercise (GLOCON-W4) 1:1 @ Bt0.5/share tradable tomorrow. Comment: They’ve just acquired a meatball producer for ~THB 500 mn KBANK & TTB may report today, Bt8.24b & Bt2.09b consensus.  Comment: Every bank has lower provisions, thank you BOT for allowing […]

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Stocks in the news (ba, banpu, bgrim, gpsc, jwd, pdi, ptg, tqm, whaup) 24.08.21

BA to resume Samui-Phuket route, from Aug 25, will return 1 lease aircraft this year and 6 in FY22 lower fleet size to 32 from current 39 by end of next year. Comment: Airlines are (were?) a fantastic reopening play.  BANPU sees solid 3Q from high gas and coal price, and revenue contribution from El […]

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Stocks in the news (asap, as, bec, bgrim, jkn, ksl, loxley, micro, ptg, ptt, tidlor, tu, uwc, vgi) 31.05.21

ASAP in talk M&A insurance broker, seeks to branch out from car rent, used cars sales business, launches mobile app penetrate individual clients, target 100k users by end of year. Comment: I am curious to see where this fellow takes his company. I enjoyed talking with him years ago. One of the few people that […]

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Stocks in the news (cpn, ivl, ptg, ptt, spcg, tidlor, toa) 28.05.21

CPN firms on plan to open Central Plaza Ayudhaya & Sriracha in 2H, target completions of Dusit Central Park in FY24, 9.2 acres mixed-use projects under JV Hong Kong Land by FY26, will finalize plan to estimate mall in Vietnam before end of year. Comment: Still the best mall operator in the country by a […]

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