Note: The weekly figures are going to lower as Notable Transactions Buy(s) THB 257 mn AMATA – Well that’s a rare purchase from the founder. And its YUGE. ALL – I know several of their assets are up for sale to Funds and they have a plot of land which can’t be developed upon. But […]

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AH sees solid 2Q on recovering auto industry, momentum into 2H, boosting revenue this year >Bt21b, mulls new MG showroom in Prathum later this year. Comment: A call with the owner said that the Just-in-time processes remain the target. AP sees record 1H21 on rising demand for horizontal projects, expecting Bt20,000m in transfers, Bt17,817m pre-sales […]

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AEONTS reports 1Q22 net profit (end of May21) at Bt1.149b, +117%, topline -11% yoy from shrinking card spending from Covid impact & new loan suspension at Aeonts Micro finance (Myanmar) since February 1, lower LLP yoy, recovery on doubtful account and costs control provided cushion. Comment: Given the high debt levels in Thailand, a friend […]

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AOT: Thai Smile to resume Phuket-Hong Kong route, 4 weekly flights (Monday/Wednesday/Friday/Sunday) from July 2. Comment: Initial travelers are going to be all over the local news, and then disappointment will set in as the figures are lower than expected, and then it will ramp up faster than the infrastructure can manage. BAM sees 2Q turnaround […]

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Notable Transactions Buy(s) THB 99 mn TIDLOR – Even I’m curious as to how these players are able to maintain these valuations, but c’est la vie at the moment. And this fella still likes the shares at the IPO price. TCAP – The Chairman buys THB 30mn+ Sell(s) THB 329 mn THG – A massive […]

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BCP: SSO cuts holding by 0.0802% to 14.9595% of total outstanding on May 5. IVL sees positive growth momentum 2H21 from recovery global demand for PET, IOD & gasoline, expects full year PET spread remained high from healthy selling price due to low output from China, sets US$1b capex to revamp plants, recycling business and […]

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ASW, real estate developer, Assetwise, debuts IPO 206m shares at Bt9.82 apiece, ASP leads Comment: Does it make sense for the pop on a fundamental level? NO! But on a funnymental level, oh hell yeah. Small float, retail investors back and active. BAY’s adding more health insurance products on shelf, aiming to boost fees from […]

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AMATAV sees big jump in profit this year, supported by 50-50 hectare land sales in 2 IE in Vietnam, boosting rev by Bt1b, sets Bt3-5b capex. Comment: Years of promise and nothing delivered. Vietnam already exports more than Thailand and yet AMATAV is nowhere. CPF signed MOU with Maejo University (MJU) a branch of TH’s […]

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Notable Transactions Buy(s) THB 5.3 bn SGP – Left pocket, right pocket THG – And he’s still buying shares. Sell(s) THB 5.5 bn SGP – See above COMAN – The Founder sold to the CEO/owner of DNA/More. BGRIM – KEX – Senior management/directors still dumping shares.

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