I’ve been enjoying Dr. Thitinan’s op-ed’s in the Bangkok Post and his latest one provides a succinct summary of what happened in the past and how politics in Thailand today should evolve in order for the country to continue developing. Here’s some snippets and a link to the rest of the op-ed In the pre-crisis […]
Read More →BA BA expects 2H17 to be supported by tourism recovery. The company is going ahead with its new flight routes. It expects to get the EIA approval for the expansion of the Samui Airport to increase the number of flights to 70 per day in 3Q17. It is also benefiting from the kitchen expansion at […]
Read More →Buy(s) THB 206 mn BDMS – He’s back to buying! EA – The family is buying still, even @ these levels. Sell(s) THB 124 mn ITD – And he keeps selling out, margin calls? Or just the fact that the equity is worth nothing in a company with so much debt and construction issues?
Read More →This are NOT exciting times for Thailand. Media & publishing has been doing quite well mainly because RS has made a strong move, why? Not because of digital ad rates but instead due to their shifting into cosmetic and beverages.
Read More →Thai Authorities Near Airline Certification Target. Thailand is moving closer towards its goal of recertifying its major international carriers, which is a key step in resolving ICAO concerns regarding the country’s aviation oversight. Thai authorities have previously said they intend to reissue a total of nine AOCs in the first half of the year, which […]
Read More →AKR AKR will participate in government bids worth Bt2.6bn in 2H17 and expects to win Bt1bn. It aims to export solar panels to Myanmar and Laos for long-term growth. (Thun Hoon, 30/6/17) Comment: Despite all the news this company has released, they’ve never achieved anything over the past 5 or so years ANAN ANAN is […]
Read More →AMATA AMATA has been rated “A†with stable outlook by TRIS to reflect the stable earnings outlook from utility income. The company targets 2017-2019 revenue of Bt4.8-6bn per year. (Kao Hoon, 29/6/17) Comment: If the EEC is delayed, or the land sales don’t occur for a number of years, what will happen to AMATA’s stock […]
Read More →AOT AOT is confident that 2017 earnings (Oct 16 – Sep 17) will surge. 2H17 is expected to be impressive, driven by the low base from the zero-dollar tour crackdown. The conflict with the Treasury Department will not affect future growth, said the management team. (Thun Hoon, 28/6/17) Comment: The stock is up some 20% […]
Read More →AU AU expects 2Q17 to do better than 1Q17 from stronger demand. The company plans to open seven new branches. (Thun Hoon, 27/6/17) Comment: Every potential dream looks fully priced in CK CK expects to win 20% more projects in 2H17 from new bids worth Bt400bn for five dualtrack train lines and three electric train […]
Read More →BANPU BANPU stands to benefit from climbing coal price. Management expects revenue to grow 20% in 2017. Power business is also doing well both domestically and overseas. It is also looking to add another 1,000 MW to BLCP in order to support EEC. (Thun Hoon, 26/06/2017) Comment: What climbing coal price? CNT CNT received new […]
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