ASK announced RO 175.95m shares 2:1 at Bt17/shares for existing holders, XR April 27. Comment: Wow, thats quite substantial, this explains the stock dropping today by ~10%. Then again post recap, it’ll have a cleaner balance sheet, able to expand etc etc, same story different co. BGRIM sets EBITDA margin target at >30% this year, […]

Read More →

EGCO’s confident of growth this year, supported by 500-600MW rise in capacity, including 272 MW from Linden Cogen in the US, which will contribute from 2Q21. CHG reaffirms solid 4Q20 from strong OPF & IPD patients traffic, Respiratory Syncytial Virus (RSV) outbreak in infants and young children and tailwind from SSO patients. FSMART plans to […]

Read More →

7UP: Advance Capital partner cuts holding by 11.9023% to 2.9284% of total outstanding last Friday (January 22.) Comment: And that means that this odd listed co has no major shareholder. Though someone must’ve taken the block from Advance Capital. Look at the Board, dodgy characters… COM7 teams up Shopee to roll out online campaign, Shopee […]

Read More →

ADVANC sees significant surge on data traffic during December 25-January 1, 21 as media usage and online shopping jumps on travel restrictions, expects momentum continue from WFH scheme on fresh round of pandemic. BEC: Silchester international cuts holding by 0.25% to 4.9938% of total outstanding on December 30. GUNKUL reports disposal of Iwakuni solar projects […]

Read More →

AIRA sells 20% stake in leasing unit to NEC Capital, an affiliate of Sumitomo Mitsui Finance & Leasing co. Comment: Just looking at their numbers you can see that the company has to raise capital. AMATA sets 950 rais land sales target next year, sets Bt4-5b capex.BBL, KBANK, KTB and TMB delay plan to purge […]

Read More →

CBG eyes no.1 domestic energy drink market share by FY22, targeting 20% revenue growth next year from CLMV sales, will finalize plan to list supermarket stores, CJ Express Group, within FY22. Comment: CJ dominates eastern Thailand, didn’t know that eh? Yup a drive around there and you won’t see 7-11’s, tesco’s, bigc’s as much as […]

Read More →

CPALL sets to boost overall 7-11 stores to 13,000 by next year. CPN sets Bt400m promo budget to boost traffic in malls by 20%, hoping that overall this year would be close to 95%. MAJOR may see recovery in 4Q on cost control, and turn profitable again next year from lineup of blockbuster films throughout […]

Read More →

JKN expects positive earnings momentum continued in 4Q from strong media contents sales, tailwind from home shopping and health supplement products (C-Tria), aiming to scale back content sales revenue to 70% from 90%, commerce & others 30% to diversify risk. Comment: Well let’s see how far this can go. They don’t have the network that […]

Read More →

AMA plans to add vessel before eoy, in talk M&A tanker & logistic business, plan to wrap up 2 deals 1H21, will report 3Q net profit on November 6, reassure turnaround from improving traffic on reopen. AOT’s cashflows drops to Bt40b from Bt77b normal level, may run out in mid-2021 if situation prolongs, may have […]

Read More →

ADVANC sees marginal rise in 3Q earnings QoQ as price hike on air time package off-set by normalized mobile & bb subs post lockdown, momentum into 4Q onward from surging migration to AIS 5G services, firmer market share from wider network coverage and increasing in 5G handset model from current 12 models, expects additional 30 […]

Read More →