Notable Transactions Buy(s) THB 1.2 bn SUPER – Share buying between the major shareholders SAWAD – 1Q18 showed a doubling of NPL’s to 8%, but the owners don’t seem fussed by this buyback DDD – Rather expensive beauty product player, stock is now down 20% from the IPO but the founder is buying Sell(s) THB […]
Read More →AAV AAV expects to finalize with a European partner to invest in MRO at U-Tapao Airport. The project value is Bt1.5bn. The company expects to serve more than 200 aircraft and plans to invest in a pilot and crew training center. The company targets earnings to hit a new high after the strong 1Q18 earnings […]
Read More →Notable Transactions Buy(s) THB 796 mn SUPER – Just a block between the two major shareholders. Sell(s) THB 27 mn N/A
Read More →AP AP plans to launch new 3three projects worth Bt3.1bn. It expects mid-to-high end property market will be strong. (Khao Hoon, 27/4/18) BAY BAY said it has no M&A plan. Fee war is expected to affect its own NII around 2-3%, but it says it has other ways to make this up. (Thun Hoon, 27/4/18) […]
Read More →PTT PTT’s board approved buying TOR documents for the high-speed rail lines connecting three airports, saying this offers future potential growth. It has not decided whether or not it will do a JV. (Khao Hoon, 26/4/18) Comment: Will be the ex-PTT ministers in the government push things PTT’s way? SUPER SUPER shareholders approve Bt36bn bond […]
Read More →AOT AOT expects its six airports to have 17,550 flights during Songkran, +11.9%YoY, with total passengers of 3.01mn, +14.4%YoY. It plans to draw up a TOR for an auction for the commercial area in Suvarnabhumi airport. It plans to select a winner this year. (Thun Hoon, 9/4/18) Comment: Still one of the best performing industries […]
Read More →Notable Transactions Buy(s) THB 280 mn GULF – And he’s still buying and buying. BTS – And again he’s buying, looks like they also sold a chunk off to Capital Group SUPER – The Chairman/MD buys, get ready for some shenanigans from this name… BEC – Does 1 show mark a turnaround? Or is […]
Read More →If you want to know what’s been going on with the renewable stocks, its because of news such as this. Even though the government and related agencies put together a thorough Power Development Plan for the next 2 decades clearer showing that Thailand is does NOT have the power necessary to fulfill future demand, this […]
Read More →ANAN ANAN believes 2018 revenue will grow by 18% to Bt28.3-34.3bn, even though transfers of Ashton Asoke have been delayed. It says it is willing to return the money if the project is not able to be transferred by the scheduled date. It also says 95% of its customers are willing to wait for transfers […]
Read More →AIT AIT targets 2018 revenue at Bt6bn, implying a growth of 20% from last year. It plans to join the bidding for both government and private sector projects. It says the competition in the industry is still intense this year and it will focus on high margin projects. It will join the bidding for system […]
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