ASP said SET’s expected to adjust SET50/SET100 freefloat criteria, by switching to Free Float Adjusted Mkt Cap from Full Market Cap, positive to BBL, SCC, SCB, KBANK, BDMS, CPALL, INTUCH, PTT, CPN, TISCO; -VE to DELTA, AOT, MAKRO, GULF, BAY, GPSC, ADVANC, PTTEP, SCGP, AWC. Comment: Well at least they are attempting to use their […]
Read More →AAV said the latest outbreak the worst crisis for aviation in Thailand as airlines face more pressure than during the lockdown last year. Comment: Nothing was worse than the March-May period where everything was shut down. But the government is trying their best to make things just as difficult at the moment. EPG upbeats 1Q […]
Read More →BM anticipates solid turnaround 2H supported by recovery parts order from Kubota as workers migrated back from metro to province of domicile due to Covid, in talk Nestle to supply food trucks to create jobs for disables, Bt250m out of Bt500m backlog to realize in 4Q, expects to get more electrical conduit & telcos box […]
Read More →AOT: expects loss continue next year as pandemic erodes passenger arrival, sees average month to date domestic passenger traffic back to normal above 100kpd but international arrivals remained low 700 passenger/day, CEO. IVL: completed acquisition of PET recycling plant in Poland, IMP Polowat. Comment: Cookie munster continues. Now when their spread cycle returns to the […]
Read More →ESSO sets Bt1.2-1.5b capex to boost total petrol stations to 700 next year, and to improve efficiency at its refineries. Comment: That’s interesting, normally this company is fairly/slow quiet in terms of petrol station expansion. With PTTOR IPO’ing its could potentially be a blood bath in the industry in terms of declining ROIC’s per new […]
Read More →EA secures 600KW solar rooftop projects for Burirum United, Chang Arena, and Amari Burirum, to start realizing revenue this year. PR9: BBLAM raised holding by 1.0864% to 5.9537% of total outstanding last Friday. Comment: This hospital name has been in the dogs since it went public. A turnaround in performance coming? SIRI transferred Bt20b worth […]
Read More →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 […]
Read More →AMA in talk 2 logistic partners to expand from Oil & Gas transports to industrial logistic, expects big jumps 3Q from larger average tanker size yoy from 13k tons/trip to 15ktpt, positive momentum from onshore logistic as PTG & AIE increase shipment of gasoline and B100 transport, will add 60-80 oil trucks in 2H after […]
Read More →ACG moves from MAI to SET under auto sector, effective from July 1 onwards. BDMS has entered into an agreement with China-based Ping An Health Insurance to tap the lucrative Chinese medical tourist market, target Bt1-2b p.a. in revenue. BWG board approved listing of renewable pp subsidiary, Earth Tech Environment, on MAI, expects 2H turnaround […]
Read More →AUCT expects vehicles traffic recovery in 2H as banks need to auction repossessed cars to purge NPL before end of year. Comment: The buyers are typically the second hand tents. Do note that even if second hand car prices decline tremendously it does not affect AUCT as their business is fee-based. BCPG sees 20% growth […]
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