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 […]
Read More →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 […]
Read More →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 […]
Read More →CHOW’s board approves plan to sell 6 units in Japan, owning 9 solarfarm with 64.21MW capacity, for Bt4,114m, pending shareholder approval on Jan 27, 2021. KTB is not going to compensate those who failed to register for the 2nd-phase copayment scheme on Wednesday when DTAC’s OTP system crashed. Comment: It’s not KTB’s fault, the fault […]
Read More →BJCHI sees recovery in 4Q after bottoming out in 3Q, supported by Bt3.2b backlog, of which Bt400m to be booked in 4Q. DOHOME maintains FY20 SSSG target above 5%, set Bt1.2b capex to add 3-4 home improvement stores (size L) and Dohome To Go (mini store) next year. Comment: This player is going out there […]
Read More →BA add 1 daily flight each to 3 routes (Bkk-Chiang Mai, Bkk-Phuket, Bkk-Lampang) from Sept 1. BAM’s earnings have bottomed out in 2Q, with Bt1.16b Net profit expected for 3Q, +32%, excluding Bt2-3b DTA, Tabloid. CGD to launch 2 hotels, Capella Bangkok and Four Season at Chao Phraya river, in Oct and Nov, Bt12b backlog […]
Read More →ACE wraps up deal to buy 3 biomass powerplants with 26.9MW capacity from UWC worth, helping contributed Bt800-900m p.a. Comment: I still look at ACE questionably given the fact that the founder is a police general and likely won the contracts through “relationships” but having followed their calls, they are running a professional shop. AOT […]
Read More →BA seeks to expand codeshare partnership with partner in Asia to expand international routes at lower costs, expects to resume CLMV flights from October. Comment: I’m flying overseas next month. This virus crap is finished. BTS & VGI associate co., Kerry Express (TH), expand same day parcel delivery service for BKK and vicinity, add discount […]
Read More →LH expects cost saving from lower land tax, existing landbank ensures new projects over next 4 years, maintaining 2H launch plans 12 SDH projects worth Bt21b. Comment: I expect to see that the larger players just get larger, especially in the housing market NOBLE secures Bt1.3b in presales during 1st day of online booking under […]
Read More →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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