Telecoms ITEL, SKY, SIMAT, TRUE and LOXLEY were awarded NET USO Zone C project. ITEL received Group 8 South valued at Bt2.46bn. SKY received Group 6 Central 1 valued at Bt2.20bn. SIMAT received Group 4 Northeast 2 valued at Bt2.25bn. TRUE received Group 1 North 1 and Group 7 Central 2 total valued at Bt4.82bn. […]
Read More →CHO CHO offers PP to Marat Saelim of 118mn shares at Bt1.4297/share. This will give it Bt169mn in funds to support investment in its E-Ticket project, a ten-wheel truck repair center and Khonkaen Smart City. (Kao Hoon, 13/12/18) Comment: That’s an interesting development, no idea who Marat Saelim are. ITEL ITEL got a job from […]
Read More →ARROWÂ ARROW added electrical conduit production capacity to handle the expected increase in big construction projects. It targets revenue growth of 10% next year and a widening in its net margin to 10%. (Thun Hoon, 12/12/18)Â BIZÂ BIZ targets sales growth of 10% next year. It targets sales from BIZGenes, its new business, to reach […]
Read More →And so the weakness continues…Oil prices can’t seem to recover even with OPEC deciding to do another cut. And the pre-election rally isn’t happening because there still isn’t a set firm date for the elections. It’s going to be a tepid finish to the year.
Read More →Notable Transactions Buy(s) THB 94 mn OSP – Family buys back some shares in the market Sell(s) THB 102 mn JKN – Another block sale by the founder to the owner of BCH Plc
Read More →ATP30 ATP30 expects revenue growth of 10% this year. The march toward an election will increase confidence in investment and bring it more customers. (Thun Hoon, 11/12/18) BGRIM BGRIM targets earnings growth of 16% next year to Bt42bn. Electricity production capacity will increase by 863MW next year. It has been looking into a 30MW wind […]
Read More →BoT says GDP growth could fall short. The Bank of Thailand has turned more pessimistic on this year’s economic growth, saying risks to its 4.4% forecast are tilted to the downside. Economic growth this year could be dampened by weak exports and tourism. (Bangkok Post, 01/12/18) Improving rice prices. Department of Foreign Trade says 11-month […]
Read More →AAV AAV’s CEO plans to launch 10 new routes, nine international and one domestic. The company is targeting key potential markets such as China and India. (Thun Hoon, 7/12/18) Comment: They are just going to dominate the region with their lower costs. Again oil prices are key. BANPU BANPU is expanding its investment in a […]
Read More →DELTA DELTA is seeing order flow from existing and new clients. The company expects revenue growth of 20% in 2019, boosted by capacity expansion in Thailand and India and rising demand for auto-related parts. (Thun Hoon, 6/12/18) Comment: And on top of that DELTA is taking the Thailand side private KKP KKP’s CEO has a […]
Read More →The Executive Talk: SVI PCL (SET:SVI) Becoming a global EMS play BANGKOK, Nov 30, 2018 – (ACN Newswire) – SVI PCL (SET:SVI) Chief Executive Officer, Mr. Pongsak Lothongkam discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: How has the company evolved in terms of the types of products/services that it […]
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