AEONTS reported 3Q22np (end of Nov 30,22) at Bt1.42b, +35% yoy, topped Bt984m consensus, new loans 3Q22 +17% yoy, lifted 9M +29% yoy, recovery consumption & tourism boosted card spending. Comment: Just fantastic numbers. BCP board approves plan to take over ESSO, pending shareholder approval, pushing refinery output to 250K bbl/day and maintaining #2 retailer […]

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CBG: mulls tap in premium energy drink segment, sees mass market consumers switched to premium products from narrower price difference, adding 2 new energy drink formulas & 1 functional drink in 4Q to boost sales. Comment: CBG has taken OSP out back and beaten it with a stick. EGCO: submitted bidding for 5k mw renewable […]

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AOT: Treasury department mulls scrap 50% land rent discount at 6 airports next year as Covid situation eased. Comment: Tourism figures are still -50% of pre wuflu, but the share price is already near the 2019 peak. Well ok…granted I do still think TH will back to those high travel figures within the next 6-12 […]

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AMATA launches 220 rooms Nikko Amata City Chonburi together with 2 Japanese partners, Fujita and Japan Overseas. Comment: This is all amata can do, continue to do value-add services to Amata City. ASIAN sets final price for pet food subsidiary IPO (AAI) at Bt5.55/share, 637.5m shares up for RO subscription from Oct 17-21, TISCO FA, […]

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ANAN sees positive sign from Ashton-Asoke case, firms on Bt13b transfer target, after Bt9.3b in 9M22, solid backlog at Bt12b to support Bt15.68b presales target, mulls 6 projects worth Bt21.63b in 4Q Comment: That asoke project….a never ending saga for ANAN. BEC aims to shift revenue mix from TV laden to digital platform, global content […]

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Notable Transactions Buy(s) THB 548 mn SABUY – A massive purchase by the founder. Similar to many others, he sold the free warrants and bought the shares. JMT – Founder buys and buys JMART – Founder’s son buys and buys MAJOR – Ohhhhhh, Vichai is back into buying shares in his own co? That’s a […]

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AUCT sees repossessed vehicles traffic accelerates thru auction yard aft debts relief prog phased out since July, expects FY22 traffic in the system above 300k vehicles. Comment: And they’ve increased the fee that they charge…. BAM reaffirms Bt4b cash collection target in 3Q, will announce JV distressed assets management venture on July 29, sees earnings […]

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Notable Transactions Buy(s) THB 240 mn SPALI – The power couple keeps buying and buying and buying. SUSCO – Now that’s interesting, haven’t seen them buy shares in a long time, a beneficiary of falling oil prices and increase in fuel volume (via its holding in BAFS and trading oil to Cambodia) Sell(s) THB 112mn […]

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Notable Transactions Buy(s) THB 152 mn JMART – Founder keeps buying, if you do the numbers on how much he’s bought back in the past 12 months, it’s astounding. SPALI – The husband & wife team continue buying and buying. Sell(s) THB 577 mn TAKUNI – Family members dump shares (16%) to … another family […]

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Chief of ADVANC’s pushing the NBTC to decide whether to approve or decline the TRUE-DTAC mega merger, noting that the agency has the legal authority to do so. Comment: The NBTC is having a field day collecting payments from all the groups. AQUA in collab with THR, a unit of THG, opens the Hills Rehab […]

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