*Effective 1 July SET announced SET50 and SET100 rebalance for 2H21: SET50: Ins : IRPC, KCE, STA, STGT. Outs: AWC, BAM, TOA, VGI. SET100: Ins: AAV, ICHI, NRF, PSL, PTL, SINGER, STGT, SYNEX, TKN. Outs: AWC, BPP, EPG, GFPT, MBK, TOA, TPIPP, TTW, WHAUP. sSET: 34 securities consisting of: Seven Utilities and Power pcl (7UP), […]
Read More →AOT mulls proposing cabinet proposal for Bt15.8b Chiang Mai passenger terminal expansion phase 1 next year, target cod mid-FY25. Comment: Mulls proposing? Just propose. Regardless, this is a positive, the airport terminal there is woefully overcapacity during normal periods. BCPG and Mitsubishi Corp will jointly develop 600mw onshore wind farm projects in Laos, power to […]
Read More →ADVANC’s partnered with Microsoft Thailand on 5G-driven cloud innovation as part of its strategy to capitalise on burgeoning demand in the segment, driven by a push for digital transformation by enterprises. Comment: Disney and now Microsoft. DTAC is gone, TRUE is still figuring out how to do cost-cutting… APP’s firm on 10-15% revenue growth target […]
Read More →FPT sets Bt15b capex to expand rental warehouse, target 4m sq.m. by FY26, mulls selling assets total Bt1b into REIT, finalize plan in September, firms on Bt20b revenue target this year. GLOCON’s firm on 37% revenue growth target to Bt2,114m, with 60% from food business, with plan to launch plant-based protein in sale at Lotus […]
Read More →With the changes by the BOT regarding dividends I wouldn’t be surprised to see Banks moving over the coming months. Commodities are still rocking and rolling, though on why on earth PTTEP doesn’t move confounds me. Reopening theme (hotels, retailers etc etc) still in play, same playbook, if there’s no 4th/5th/6th wave it will continue. […]
Read More →FTSE raised Thai weighting by 0.01% to 0.59%, effective Friday June 18. FTSE All World: Adds: OR and SCGP; Increase in weighting: CBG; Cuts: BBL-R, PTT, SCC, CPALL, AOT, SCB, KBANK/F. FTSE Small Cap: Adds: KEX. FTSE Micro: Adds: JR, NEX, NRF, RT, SA, SO. No deletions.
Read More →AOT said 31 international airlines give nods to inbound flights on Phuket sandbox begins July 1. Comment: I still hold to the viewpoint that we’ll see a parabolic rise in travelers. Slow at first and then boom. IVL completed acquisition of rPET assets of CarbonLite Holding and its subsidiary in Texas, taken charge of the […]
Read More →Notable Transactions Buy(s) THB 264 mn KBANK – Ohh a family member decided to buy some shares – though I should note, that KBANK is no longer dominated by 1 shareholder family anymore, unlike SCB and BAY. PLANET – Rather strange share price movements and shareholder transaction in this name over the past 3-6 months. […]
Read More →Govt injects B2.8bn for domestic vaccine development push: The government has allocated more than 2.8 billion baht to support Covid-19 vaccine research and development and push for Thailand to be a regional hub for vaccine production. Bangkok Post Association of Domestic Travel (ADT) has urged Government to speed up the launch of the Tour Teaw […]
Read More →CHG raised holding in Mae Sot Hospital to 90% from 80%. BAFS expects 2% aviation fuel sales growth this year, plans Bt700m acquisition of 13MW solar PP oversea, sees 2H recovery from contribution of recently acquired 34.4mw solar projects bought from PDI in March. LALIN kick-off pre-sales 2 SDH projects next week total Bt1.05b, firms […]
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