CK wins 2 tollway maintenance contracts (Si Rat – Outer Ring & Udon Ratthaya Expressway) from BEM total Bt1.005b. DTAC’s offering up to Bt3,500 worth of compensation to subscribers unable to sign up for government’s 50-50 co-payment scheme due to technical glitches in its online systems yesterday morning. Comment: Well done DTAC, they’re going to […]
Read More →ADVANC target BB market shares growth no less than 20% next year from current 1.35m AIS Fiber subscribers, keen on improving customers experience to mitigate price war. ALT: branch out from turnkey 5G network installation to infra & state enterprise, expects to awards railway network projects from State Railway early next year. BR: local fund, […]
Read More →CPN launches 5 campaigns to boost traffic at malls by 20%, emphasizing on Music Phenomenon during new year-end countdown format. GUNKUL board approved Bt1.47b investment in 50MW solar PP in Vietnam, boosting capacity there to 150MW. INSET secured Bt300m 5G network installation projects, ink deal Jan 21, expects to win at least 3 contracts from […]
Read More →AIRA sells 20% stake in leasing unit to NEC Capital, an affiliate of Sumitomo Mitsui Finance & Leasing co. Comment: Just looking at their numbers you can see that the company has to raise capital. AMATA sets 950 rais land sales target next year, sets Bt4-5b capex.BBL, KBANK, KTB and TMB delay plan to purge […]
Read More →And the recovery rally continues, DELTA has been making Tesla like moves in the market, which confounds us, but c’est la vie. It’s coming to the end of the year, newsflow other than vaccine news is going to be limited. We’ll see if the fund flow continues to be positive into the markets. Though we […]
Read More →Notable Transactions Buy(s) THB 227 mn KBANK – The Vice Chairperson of the BoD buys a YUGE amount of shares. QTC – A family member buys a chunk of shares THG – And he continues to buy Sell(s) THB 18.6 mn N/A
Read More →Deduction incentives to be reviewed : The Finance Ministry wants to reform the tax structure by revising the large number of deduction incentives, arriving at a more appropriate level. Bangkok Post Cabinet is expected to sign off MRT Pink line extension (Khae-Lai-Min Buri-Muang Thong) concession btw State Railway and BKK Monorail, a consortium of BTS-STEC-RATCH […]
Read More →The market is “only” down -8% this year. I’m still going to beat the drum that its the large players and commodities that will drive the market for the coming 6-12 months. Have had some people mention to me that some domestic consumer players are rocking and rolling due to the lack of international competition.
Read More →Notable Transactions Buy(s) THB 128 mn TFG – He has been buying back his shares for as far back as I can remember. THG – And he’s buying his shares, did they go public just to remove the private minority shareholders and buy back shares in the market? He’s been buying since his IPO regardless […]
Read More →MPI increases for 6th straight month: Thailand’s manufacturing production index (MPI) in October dipped by 0.54% year-on-year, but authorities believe domestic industry is approaching its pre-outbreak momentum as monthly MPI has been rising since May. Bangkok Post Kingdom signs deal to secure vaccine: Thailand officially signed an agreement yesterday with AstraZeneca securing the kingdom’s access […]
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