And just look at how quickly even a large cap such as IVL can fall. It’s their margins, the normal cycle in their industry. What has surprised me this is the continued strength in the telco sector. 3Q19 #’s are starting to come out, its going to be bad reading for most firms starting first […]
Read More →Notable Transactions Buy(s) THB 287 mn CGD – Family Trade CGH – A family trade PSTC – The Chairman continues to buy shares EIC- A director buy’s shares, could something positive happen in this odd name? Sell(s) THB 163 mn CGH – See above ALL – This director/family member is selling shares
Read More →Cabinet earmarks over Bt24 bn in subsidies for rubber farmers : Cabinet on Tuesday (October 15) approved a Bt24.278-billion budget for the first phase of income-guarantee subsidy for rubber farmers. The scheme aims to ensure 1.4 million rubber farmers have a stable income for six months, starting from this month until March next year. The […]
Read More →AIT wins digital ticket pj from State Railway authority worth Bt920m. Comment: And IT co’s continue to win projects AOT to sell TOR for DMK airport duty-free concession Oct 24 – Nov 8, opens bid on Dec 11, drops CPN from auction on violation of TOR terms on dispute over Central Village pj. Comment: Well […]
Read More →CPN plans to open 3 new mixed-use projects over next 3-yrs at a cost of Bt13.9b, and renovate 12 other malls, keeps 12-13% rev growth t/g for this yr. EKH sees full yr rev growth exceed 8-10% t/g from strong patients traffic and higher capacity of IPD patients (+60 beds yoy), will cod child health […]
Read More →TET: Please explain the history of MM. MM has a very interesting background and the brands have gone through 3 different ownerships before settling with MM. I joined the organization in 2003 where Au Bon Pain was in the initial stages of expansion and Dunkin’ Donuts was a dying brand with the stores and the […]
Read More →ANAN plans 4 condo pj worth Bt13b, hoping to boost presales during 4Q, after securing Bt15b during 9M19. Comment: Presale #’s aren’t driven this name anymore, no one seems to believe that the real estate players can deliver transfer. AP said 9M19 presales stood at Bt28.56b, or 70% of Bt41.8b FY19 t/g, to introduce 8 […]
Read More →AWC to be added to FTSE All World at close of Oct 17, estimated inflows of $48m, Kao Hoon. Comment: Just funnymentals here. KBANK appointed Kattiya Indaravijaya to succeed outgoing CEO Banthoon Lamsam, who becomes chairman in a reorganization after FY20 AGM. NOBLE founder, Kitti Thanakitamnuay, sold remaining 17.66% (80.593m shrs) at Bt22.82 to Crowne […]
Read More →Notable Transactions Buy(s) THB 2 bn NOBLE – The two new big boys buy control from Kitti. CGH – Share swap amongst family members PSTC – The Chairman buys again Sell(s) THB 887mn CGH – See above NOBLE – I suppose the two new big boys had to raise some cash? JKN – Despite his/her […]
Read More →BA may pay special dividend in 3Q, having booked extra gains, yet operation remained sluggish from higher competitions and strong THB. BAY revamps app, U-Choose, to accommodate digital lending, online deposit and e-market place, kick-off services on November. BGRIM reassures solid 4Q from absence of maintenance shutdown and additional capacity from 3 solar projects combined […]
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