MSCI Global Standard Indexes Additions: Carabao Group Public Company Limited (CBG) SCG Packaging Public Company Limited (SCGP) Deletion: KBANK-F shares Total Access Communication Public Company Limited (DTAC) MSCI Global Small Cap Indexes Additions: Absolute Clean Energy Public Company Limited (ACE) Precious Shipping Public Company Limited (PSL) Regional Container Lines Public Company Limited (RCL) Siam City […]

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INET sees FY21 revenue from cloud services +50% yoy from remote working, online platform expansion & paperless adoptions, will estimate Bt4.5b IFF (DCREIT) offering in 2Q. Comment: I still don’t understand why any private enterprise would bother with INET.  IRPC upbeats FY21 earnings from wider chem spreads yoy, stock gains & improved sales vol supported […]

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NOBLE targets launch plan for 11 projects total Bt45b, target topline >Bt11b Comment: And yet we hear they are having to selling off buildings/units to the distressed funds. Then again who cares? They’ll get the capital back, retire the debt and reinvest into a new project in a “better location” PRM anticipates strong OCC on […]

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AAV said the latest outbreak the worst crisis for aviation in Thailand as airlines face more pressure than during the lockdown last year. Comment: Nothing was worse than the March-May period where everything was shut down. But the government is trying their best to make things just as difficult at the moment. EPG upbeats 1Q […]

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AMANAH said it has yet to be approached by GSB for all the stake, sees parent co, iBank, keens to keep leasing unit. Comment: Have to love all these rumours in the market. AOT said the Satellite 1 (SAT-1) passenger terminal is 95.23% completed and will be 100% in April 2021. Reported passengers dropped almost […]

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MAJOR to temporary shut all its cinemas in Thailand, Cambodia and Laos, from 18-31 March. Comment: Another name that can double over the next 2 years. SAT sees 7-10% fall in sales this year, to emphasize on oversea markets and new product lines. Comment: Autos are dead.  TASCO reaffirms big jump 1Q as asphalt sales […]

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AAV AAV reported 4Q18 loss of Bt358mn caused by rising fuel price. 9M18 earnings were Bt340mn, 66%YoY. Passengers grew by 4%YoY in 3Q18. (Kao Hoon, 13/11/18) Comment: And oil prices still aren’t even at all time highs. Part of suspects a decent turnaround in airline earnings in 12 months after all the news is done…as […]

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BGRIM BGRIM is going ahead with an investment in a solar farm in Vietnam after Vietnam government extended the COD time frame to the end of 2020 and raised the tariff. Electricity demand in Vietnam is increasing. It expects to set up 200MW more in power plants, up from current 677MW in Vietnam. (Thun Hoon, […]

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ADVANC ADVANC has not yet decided whether to participate in the next 1800MHz auction. It will consider the bidding conditions first. It is interested in all spectrum auctions but must estimate return before a decision. (Kao Hoon, 24/8/18) BGRIM BGRIM says the location for BGPR1 and BGPR2 power plants has been decided. The two power […]

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EASTW EASTW is preparing to sign a water sales contract with GULF on Aug 24 to supply 60k cubic meter per day. The contract period is 25 years, worth Bt6bn. This will increase EASTW water sales volume. (Thun Hoon, 20/8/18) GCAP GCAP plans to adjust 2018 loan target from Bt1.8bn. The outcome will be clear […]

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