BTS & BEM are expected to benefit from surging ridership on Blackpink concert this weekend Jan 7-8. Comment: News is reallllllllllllllllly lacking this first week back. CENTEL sees advance booking from Chinese travel agents accelerates ahead of China border reopens. Comment: Would be good to know what % this is of total bookings. EKH sees […]
Read More →Notable TransactionsBuy(s) THB 1.3 bn Sell(s) THB 1.5 bn
Read More →AH firms on 30% revenue growth target on 5-6% auto industry growth, and expansion in EV market. Comment: Again this revenue growth has nothing to do with EV’s, but it’s the narrative being used. BM’s upbeat outlook from pending orders of steel module for Tao-Bin robotic barista machines from FORTH, keeps Bt1.4b FY22 revenue target, […]
Read More →AMR secured Bt214m underground wiring projects, boosting backlog to Bt2.1b, firm in Bt2b revenue target this year, after MOU with AJA into e-bike business, target 30 EV battery swap locations by end of year. AUCT sees recovery traffic at auction yard after Finco’s debt moratorium ended 1H22, hiked entry fee for passenger vehicles to Bt10k/unit […]
Read More →KCE’s growth momentum to continue on higher demand for PCB, boosted by growth in IT products and EV related, while extra windfall from weak THB, Tabloid. IMH re-open 200 beds community isolation facility for Covid patients in Ratchburana district. IVL to acquire VN PET packaging co, Ngoc Nghia (NN) capacity 76ktpa for Bt3.1b, transaction to […]
Read More →ASIAN firms on 10% revenue growth target above Bt9.5b on recovery from all 4 business, including frozen seafoods, pet foods, ready-meals and tuna, aims to keeps margins within 14-15% range, allot Bt 400m to up capacity of pet foods & frozen fried foods, revamp production line. BAY sees weak mortgage lending from weak property demand […]
Read More →Notable Transactions Buy(s) THB 5.3 bn SGP – Left pocket, right pocket THG – And he’s still buying shares. Sell(s) THB 5.5 bn SGP – See above COMAN – The Founder sold to the CEO/owner of DNA/More. BGRIM – KEX – Senior management/directors still dumping shares.
Read More →Notable Transactions Buy(s) THB 212 mn THG – And he keeps buying AJ – Switch between family members TFG – He buys no matter the price SABUY – A new IPO in November ’20, and the CEO is buying a buy of shares. SGP – Switch between family members Sell(s) THB 1.3 bn CHAYO – […]
Read More →ASP said there’s risk Thai credit rating may be cut, after Moody’s cut Laos’ from B3 to Caa2, a Junk Bond, after running a huge deficit. Comment: Well Laos’ issue is that they relied on Chinese financing and now have lost their assets to China, whereas Thailand is thankfully (so far) not been as stupid. […]
Read More →CCET reported July electronics components sales at US$293k, -0.5% yoy.EA has no plan to raise capital, as it has over Bt10b in annual cashflows, plans to reduce stake in Laos PP to 40% from current 50% for new partner. Comment: Lets see if all this investments in EV battery tech works out…I still hold to […]
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