Note: There are several “strange” companies with relatively large transactions occurring below. Notable Transactions Buy(s) THB 231 mn NMG SPALI – The family buy’s shares, its probably one of the few property companies that is continuing to perform well. Sell(s) THB 1.5 bn JWD – The COM7 owner bought into JWD, he’s been on quite […]

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BCP joins with 10 partners to set up Carbon Markets Club for carbon trading to help reduce green house effect. Comment: A new oligopoly is being formed in order to create the pricing for carbon in Thailand, smart move. IMH said listed firms and private co have expressed interests in getting its Sinopharm vaccine services, […]

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Notable Transactions Buy(s) THB 267 mn AEC – The group is up for sale. SPALI – The co is gaining market share, family members buying it up KBANK – Doesn’t quite matter. It’s a director buying some shares. I wouldn’t be surprised to see banks higher in 6 months. Sell(s) THB 156 mn RS – […]

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ASW, real estate developer, Assetwise, debuts IPO 206m shares at Bt9.82 apiece, ASP leads Comment: Does it make sense for the pop on a fundamental level? NO! But on a funnymental level, oh hell yeah. Small float, retail investors back and active. BAY’s adding more health insurance products on shelf, aiming to boost fees from […]

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ILINK sets Bt6,000m revenue target this year, on solid growth in 3 core business, supported by Bt3,800m telco backlog, of which Bt1,600m to realize this year, 5% growth in engineering business, on expected completion of 2nd phase Suvarnabhumi airport middle of the year. Comment: They are finally achieving everything that was postponed when these crooks […]

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AMATAV sees better performance than last year, expected to sell 1,050 rai of land in 2 IE in Vietnam, in talk with partner to invest in 3,000 rai IE in central Vietnam. Comment: They have never hit their targets. They haven’t done anything positive in Vietnam versus effectively every other international and domestic player there. […]

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ASIAN sets Bt400m capex to revamp foods production line and debottleneck capacity, aiming to boost profit margins from higher productivity, efficiency, lower SG&A from less labor costs, eyes M&A pet food producer to boost inorganic growth. Comment: Their Pet food business has been the key driver for the past 1-2 years. GGC reports cod of […]

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Government Saving Bank (GSB) to buy 48.59% stake in AMANAH from IBANK in a Bt2b deal, while playing down a JV with SAWAD in car title loan business due to high capital requirement and may endure up to 5 years of losses, Tabloid. Comment: GSB are idiots. Amanah has no network, no franchise name, it’s […]

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AOT: 8 international airlines including, Singapore airline, Cathay Pacific, Etihad, Emirates, Austrian, Lufhansa, Austrian, Swiss Air & Qatar to resume flights to SIA from November 6, EVA & KLM are expecting to resume before end of year. ASIAN: upbeat 4Q earnings from strong pet food sales momentum, expects to sign additional OEM orders from US […]

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AEONTS sees lower LLP from improving assets quality, sees card spending pick-up from online shopping. CKP sees solid 3Q, the strongest this year, as higher water volume boosts output and profit. FSMART upbeats 2H outlook from 3 new launch products selling via top-up machines including insurance policies in cooperation w TQM, mini-ATM service, allowing withdraw […]

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