BACC to propose three measures worth Bt95bn to cabinet for low-income farmers who registered for welfare policies previously. (Thai Post, 8/1/18 Ministry of Finance has no plans to intervene in the strong THB. It believes the BoT will be able to handle it without problem, suggesting this is a good opportunity to import goods. (Thai […]
Read More →AP AP is changing its strategy to focus on developing middle and high-end condominiums via a joint venture. It plans to launch 30-35 projects within this year and reports backlog of Bt52bn, which will be steadily booked as revenue. (Thun Hoon, 12/1/18) BCP BCP has budgeted Bt10bn to improve refinery production efficiency to provide higher […]
Read More →AP AP is partnering with Mitsubishi Estate to develop four condominiums worth Bt23bn this year. It is going to launch the first project, LIFE Sukumvit 62 in March. (Khao Ho on, 11/1/18) BH BH’s 2018 business plan is to focus on more foreign patients. It expects to raise the proportion of revenue from foreign patients […]
Read More →AH AH expects 1Q18 results will be outstanding and expects 2018 earnings to again make a new high as vehicle production has increased by 2mn. It is negotiating for joint venture and acquisition deals and plans to research setting up factories in Malaysia, Indonesia and Vietnam. It also plans to conduct a roadshow in the […]
Read More →APM APM establishes new subsidiary for leasing business in Laos. It is going to extend its first lot of loans amounting to Bt50mn. It plans to complete six IPO deals this year and to expand its consulting service to strengthen its business. (Thun Hoon, 9/1/18) Comment: These are the guys that list a lot of […]
Read More →Notable Transactions Buy(s) THB 41 mn RS – And he’s still buying at these levels… Sell(s) THB 22 mn N/A
Read More →And its off to the races! The SET is already up 2.4% in the first few trading days of the year with daily traded values at THB 80 bn, nearly double the normal value traded. Plenty going on oil prices, potential interest rate hikes, infra, and elections. Best of luck figuring out what to buy […]
Read More →BCPG BCPG will generate 53MW electricity in 2018 from power plants in both Thailand and Japan. It estimates 2018 investment budget of Bt4bn to develop projects and plans to focus on green energy investment project in Asia and Australia. It projects earnings to grow by 15% annually in 2018-2022. It also plans to conduct a […]
Read More →The discussion of bubble forming is explored in the latest paper from GMO’s Jeremy Grantham, he begins with the history of bubbles, the formation of bubbles and the current stage of the current one. It’s quite the read and he’s arguments are logically formed however I like to say, its hard enough trying to figure […]
Read More →Continued fund flow into the top names in Thailand has resulted in this. AOT is now the most valuable airport operator in the world! Powered by a 75 percent gain since May 1, the operator of Thailand’s main international airports also passed the 1 trillion baht ($31 billion) market capitalization mark, joining only state-controlled energy […]
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