Ever since Bhumjaithai’s leader Anutin begun campaigning, we’ve said two things They’ll be the swing party Thailand will get roads and weed Why the roads? Easy he’s the owner of STEC Plc, why the weed? Well now I’m going to indulge myself in a mix between rumours, facts and my random thoughts and let you […]
Read More →This week has seen several names drop -5% but on the 31st July ORI dropped the sharpest… ORI was the only name in the property sector that had suddenly dropped by -15% 2 days ago, and it made zero sense when comparing the share price performance of PSH, LH, AP, and ANAN during the day. […]
Read More →Thai-EU free trade talks set to resume after hiatus : Thailand is returning to the negotiating table for a Thai-European Union (EU) free-trade agreement (FTA) after the green light was given by the new government, according to Auramon Supthaweethum, director-general of the Trade Negotiations Department. Bangkok Post Opinion poll gives thumbs up to FFP : […]
Read More →ALLA: expects earnings bottom out 2Q from one-off employee expense, will transfer crane projects for CPALL warehouse, GULF powerplants, SIRI & PSH precast concrete plant & PTT’s gas separation unit in 2H, firms on 10% revenue growth target. BA: cod code share partnership with Turkish Airlines covers 16 domestic & international roundtrip routes. Comment: I […]
Read More →CHOW: to cod 3 JPN solar project combined 21mw before end of-3Q, lift total to 80.92mw, t/g 500mw w/in 5 yrs. KKP: cut FY19 loan growth t/g to 5% from 8% from soft demand for auto HP; fees from CRC restructuring, TMB-TBANK amalgamation, Asset World & DoHome IPOs to provide cushion in 2H. Comment: The […]
Read More →BEM: kick-off trial run of Blue line extension, 14km 5 stations from Jul 29 till Sept 28, 13km elevated stretch from Tha Phra to Bang Sue North Bkk on track to cod next yr. DIF: issue new units to raise Bt15.8b via offering 9.4:1 at Bt15.9 apiece, XB (excluding other benefit) upcoming Fri (Aug 2), […]
Read More →We’re still in the midst of 2Q earnings being released and so the activity is rather choppy with the usual rumour mills around names, until the inevitable 1) Sell on fact or 2) Things aren’t that crap after all; reactions. Globally, well the impacts of the trade war are going to look incredibly obvious in […]
Read More →Notable Transactions Buy(s) – 31 mn N/a Sell(s) – 7 mn N/a
Read More →AOT: to pay extra Bt 243m for state property charges at DMK and regional airports for FY17/18, also expects to pay additional Bt 1.44b for FY19, according to filing. Comment: A small drop in the cash flow making machine that is AOT KTC: may be added to MSCI, upcoming reshuffle announcement on Aug 7, tabloid. […]
Read More →Sontirat cools firms’ wage hike fears : Energy minister says campaign promise is not an urgent priority for his party . Businesses should not panic about a hike in the daily minimum wage, from 300 baht to 400-425 baht, because it is not an urgent priority for the Palang Pracharath Party (PPRP), says Energy Minister […]
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