BIZ signed a contract with 2 public hospitals to supply LINAC (Linear Accelerator) for cancer treatment total Bt340.6m, lift backlog above Bt1.8b. COM7 upgrade www to boost online sales and diversify risk from solely rely on branches, expects positive sales momentum from Apple & gadgets sales carrying thru holiday season, maintaining 10% full year revenue […]
Read More →Protests protests protests, where have I seen this story before? Ah yes every 5 years in Thailand. Historically I would’ve said get ready to buy the tourism names, but they’re still beaten down due to the wuflu. Now I’ll say I don’t know. All 2Q20 number’s are out and boy oh boy was this fun. […]
Read More →BCP adds CRC’s mini mart brand, TOP’s, in retail stations, add more Inthanin café to boost non-oil revenue. JKN board approved to move JKN listing from MAI to SET, will seek SET approval. GUNKUL upbeats 2H earnings from EPC solar projects and contribution from wind & solar power port, 30mw Kenyir solar & 40mw in […]
Read More →Notable Transactions Buy(s) THB 60.6 mn RS – The Chairman pounds his fists and takes more shares in RS. Sell(s) THB 640 mn TIW – Looks like a reverse IPO in the works, with a renewable energy co taking 67% of the stake in TIW UTP – The independet director decides to dump some of […]
Read More →MINT says worst is over in 2Q20, 70% of hotel operations and 90% of restaurants has resumed. Comment: One would hope so. And now with their balance sheet “saved” with the recent cap raise. Each quarter for the next 16 quarters will show constant improvement. MTC sees solid recovery in 2H from school reopening and […]
Read More →AAV add 4 domestic routes, SIA-CNX 5 daily flights, SIA-HKT 3 daily flights, 2 daily flights for SIA-KBV and SIA-URT starting from September 25. Comment: Flights I’ve been taking are constantly full (note AAV has been changing departure times quite regularly, likely to ensure a full flight & save costs) CNT sets up renewable earnings […]
Read More →CCET reported July electronics components sales at US$293k, -0.5% yoy.EA has no plan to raise capital, as it has over Bt10b in annual cashflows, plans to reduce stake in Laos PP to 40% from current 50% for new partner. Comment: Lets see if all this investments in EV battery tech works out…I still hold to […]
Read More →Notable Transactions Buy(s) THB 15.8mn N/a Sell(s) THB 23.8 mn N/a
Read More →North, Isan provinces ravaged by ‘Sinlaku’: Tropical Storm Sinlaku has ravaged the North and Northeast of Thailand, bringing downpours and floods to over 1,300 households in 10 provinces. Bangkok Post Panel jittery over delay in stimulus : Resignations leave projects in doldrums. The Joint Standing Committee on Commerce, Industry and Banking (JSCCIB) has expressed fresh […]
Read More →AOT said its decision to lower minimum guarantee for King Power was above board and no shareholder approval is needed, while Finance Ministry, its major shareholder, has no objection if it is in line with SET and SEC regulation. Comment: Well at the end of the day its a 12 month delay/extension. ICN upbeats outlook […]
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