AKR: branch out from transformer manufacturing business to turnkey solar rooftop, aiming to capitalize opportunity from existing clients, expects big jump next year. Comment: The turnkey solar rooftop market is incredibly saturated atm…. JKN: reaffirms solid 3Q from drama content sales to Malaysia, Phil & India clients, sees positive sales momentum 4Q from media high […]

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ADVANC sees marginal impact from tower dispute settlement with State-owned, CAT Telecom, after transfer 155 telco towers ownership to CAT & and rent back from CAT for 5 years from Jul 1,20, CAT will use space & maintenance service from ADVANC over the same period, estimate net impact Bt186m where Bt90m has already booked in […]

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CIMBT hire purchase unit, CIMB auto, cuts used car HP target to Bt10b from Bt18b from stringent credit approval, will submit petition for car title lending license, aims to boost FY21 revenue base from larger products portfolio. EA sees stable 2Q earnings yoy, but cuts FY20 revenue projection to Bt15b from Bt20b, as covid had […]

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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 […]

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BBL expects to save Bt7b after revised acquisition terms to lower BV multiples and Indonesia rupiah depreciation. Comment: A slightly low acquisition price and the IDR dropping. BWG’s major shareholder, Komol Jungrungreangkit, raised holding by 0.5219% to 5.2921% last Friday (April 16), SEC filing. Comment: This name is trading so far below BV its ridiculous. […]

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AOT admits covid-19 is the biggest challenge it’s ever faced, worst case would see net profit dropping to Bt10b vs Bt22.11b consensus. Comment: Risk happens fast. Best time to fly still. BJCHI signs 2 contracts worth Bt880m in AU. CP Group lands $10b Tesco deal, but needs approval from Office of Trade Competition Commission (OTCC), […]

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ADVANC was the 5th to acquire 5G bidding docs, while Cabinet gives greenlight for National Telecom (NT) to participate in the bidding. Comment: I want to see a JAS part 2. AP launches Bt4.7b luxury condo the Rhythm Charoenkrung Pavilion in JV with Japanese partner, plans 4 new condo projects worth Bt12b. Comment: The real […]

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BGC expects 4Q turnaround from lower bottle production costs as gas & cullet price drops, full quarter contribution of 74mw solar farm, recovery sales volume as demand for F&B grows. Comment: When Singha Beer sneezes, BGC catches the flu. BJC’s firm on 4-5% revenue growth target this year, sets Bt10b next year capex for glass […]

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AWC sets Bt55b 5-year capex for 13 projects, doubling number of rooms, signs management contract with Marriott International for 3 hotels in Pattaya and Phuket. Comment: Yay more hotels! Now how much of these projects will come from the parent to selling to the public co? BGRIM’s firm on Bt44b revenue this year, after booking […]

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AOT’s board gave nod to open bid for duty-free pick up counters at Suvarnabhumi and Don Mueang this December. CBG upbeats 2H earnings from new launch Carabao Green Apple energy drink sales, wider margins from in-house canning unit, improved bargaining power, and narrower loss from UK operation, firms on Bt2.3b FY19 revenue target. Comment: So […]

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