BAY appoints former MUFG NY executive, Seiichiro Akita, to be president & CEO. BPP maintain full year EBITDA target >Bt5.91b FY18, will cod additional 71mw in 2H, 1,320mw coal fired pp & 80mw Vietnam windfarm to cod next year, in talk partner to develop 400mw solar projects in Vietnam, expects to wrap up by end […]
Read More →EGCO starts EIA on project to develop land in Rayong PP into industrial estate to cater for EEC investment. PF reports Bt5b sales 4M19 from 3 new launch SDH projects, will launch additional 14 pj in 2H (1 condo, 13 SDH), focus mid & high-end segment, maintain Bt19b full year target, Bt5b out of Bt6b […]
Read More →DELTA teams up Nissan to provide EV home charging systems and after sales services for Nissan Leaf users. Comment: Good for Nissan, sure; good for delta? I have my doubts ITEL said Bt5.7b existing backlog to drive revenue growth by 30-40%, to boost domestic revenue and keep expanding oversea. JUBILE sees growth momentum into 2Q […]
Read More →Some will blame Trump, some will blame China, some will blame the government, some will blame the valuations, some will be blame the religious deities. I will just say look at the numbers.
Read More →Notable Transactions Comment: Whilst there are no major transactions (north of THB 20mn) this is the period since the beginning of the year where they have been several transactions by insiders Buy(s) THB 120 mn n/a Sell(s) THB 16.mn n/a
Read More →ANAN to launch hi-end projects, IDEO Q Phahol-Saphankhwai, 39 storeys 1,119 units, pre-sales kick off May 25-26. Comment: If these pre-sale numbers are higher than what the market expects, then…? It is trading at 5x but without a doubt the real estate market has weakened BGC mulls M&A film & paper packaging business, seeks to […]
Read More →Foreign applications to BoI record hike in first quarter : The Board of Investment (BoI) reports foreign investment applications for government incentives in the first quarter rose sharply by 253% to a total value of 84.1 billion baht. Bangkok Post Senators seen as PM puppets : Instability ‘inevitable’ in Prayut-led coalition . At least 160 […]
Read More →ADVANC reaffirms solid 2Q from eased price war and strong AIS Fiber broadband subscriptions, sets Bt25b capex to expand network, target 4-6% revenue growth this year. BLA anticipates 2Q turnaround from recovery insurance premium supported by BLA Prestige Health supplement insurance pkg, seeks additional selling channel aft BBL starts selling AIA insurance products. Comment: I […]
Read More →Central Plaza Hotel PCL (SET:CENTEL) Senior Vice President of Finance, Khun Ronnachit Mahattanapreut discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Given the challenging environment of 2018, how was CENTEL’s performance? CENTEL: Our group has two businesses, the hotel and the food business. Within the hotel business, we own […]
Read More →BEAUTY sees earnings recovery in 2Q and into 2H19, adjusting sales strategy and keeps expanding oversea channels to 15 countries, firms on net profit margin of 25% on 20% revenue growth. Comment: That’s not the case when looking at the performance DIGI name change to B-52 Capital Pcl, ticker change to B52, effective today. Comment: […]
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