BCH sees record high 3Q on seasonal, new hospital, higher SSO payment, and foreign patients. Comment: Where are these magical foreign patients? Perhaps I count as one of them… CPN anticipates 2H turnaround from lower rent cut to 20-30% from improved traffic at malls to 80-90% compare to pre-covid level, sees overall OCC still healthy […]

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BGRIM to sign JV with EGAT today to develop 45mw solar floating projects. Comment: Cookie munster #3 (1. IVL, 2. GULF)  BJC: Thai antitrust office sets up committee to evaluate impact of Tesco deal to mitigate risk of monopoly. Comment: I wonder which group pushed the government to set this up? CP? Central? It’s the […]

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CKP sees big jump after COD Xayaburi hydro dam y’sday, 1,200MW. HMPRO sees strong demand for home improvement 4Q on seasonal, expects tailwind from govt cash handout and rebate scheme, will open 2 Megahome in 4Q, upbeat GPM aft revamped prod-mixed. Comment: They are hoping that 4Q will be a seasonal high, if not its […]

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SAMART set a revenue target of Bt20b for this year, 30-40% rise yoy. Comment: Seeing is believing CHG sees higher traffic from fine-dust particles related, sets 10-15% revenue growth target this year, mulls cancer medical center for social security patients. Comment: Shouldn’t every hospital benefit? LH’s firm on Bt33b presales target this year, to launch 6 new projects […]

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ADVANC ADVANC is working with HIP Global to develop NB-IoT Motor Tracker. This equipment will increase the operational efficiency in Metropolitan Police Division 1 and nine police stations around Bangkok. (Kao Hoon, 26/10/18) CK CK is raising its backlog target and maintains growth of 8-10% a year at least for five years. (Thun Hoon, 26/10/18) […]

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AEONTS AEONTS reported 1QFY18 net profit of Bt928mn, increasing 50% YoY. (Kao Hoon, 12/7/18) Comment: This has beaten everyone’s expectations.  BKD BKD reports a record high of backlog of Bt2bn, with Bt1.4bn to be booked this year. It plans to bid for projects both inside and outside Thailand. (Kao Hoon, 12/7/18) CHAYO CHAYO announced the […]

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COM7 COM7 expects 2Q18 profit growth of 44% to Bt182mn backed by growing revenue from all products, especially iPhone. It plans to open an online market in July and expand its franchise to lift 2H18 revenue. (Kao Hoon, 4/7/18) GUNKUL GUNKUL was awarded CPF’s Bt1.4bn solar rooftop and power distribution project. This will be the […]

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AOT AOT Passenger growth of 9.88% in 8MFY18. AOT said passengers in the six airports that it operates rose to 95.54mn or 9.88% in 8MFY18. Lead tourists were from China, South Korea, Japan, India and Russia. (Thun Hoon, 29/6/18) CHOW CHOW signs MoU with photovoltaic manufacturer. CHOW notified the SET that on June 27, 2018, […]

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Hot off the presses! The following are changes in constituents will take place as of the close of May 31, 2018: MSCI GLOBAL STANDARD INDEX (+1) LH (-2) KCE, SCC-F   MSCI GLOBAL SMALL CAP INDEX (+6) DDD, KCE, MONO, PRM, THG, TPIPL (-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE

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COM7, KBANK KBANK has partnered with SET-listed COM7, a distributor of peripheral computer devices, to set up mini-branches in Banana IT shops to take advantage of a 50% lower operating cost compared to a normal branch. KBANK plans to open 20 new mini-branches over the next three years and it is in talks with another […]

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