AOT: Civil Aviation Authority (CAAT) affirms readiness of DMK airport to accommodate high season, handling capacity 57 flights/hr. able to cope with increased flight slots. Comment: The issue isn’t in TH, the issue is that China is isolating itself and making life difficult for citizens to easily fly overseas, and that incredible India doesn’t have […]
Read More →ADVANC sold 33.33% of e-wallet Rabbit Line Pay to Line man (TH) & Line Company (TH), VGI also purged 33.33% to both parties. Comment: Looks like digital wallets and all these “fancy” things actually don’t make $….who woulda thunk it. BAFS maintain 4.2b FY jet refueling volume target +40% yoy from 2.99B FY22, sees rev […]
Read More →CPF: announced buyback, up to 200m shares (2.32% of paid-up) under Bt5b budget from Dec 19 till Jun 18,23. Comment: I suppose that this makes sense, given that no one else wants to buy their shares…. DTCENT: GPS tracking product, software & service solutions, DTC Enterprise, debut IPO 305m shares at Bt2.86 apiece, Capital One […]
Read More →AAV: expects improvement in revenue & passenger load factor next year as tourism starts to pick up, will returned 5 aircraft at end of year, shrink fleet size to 53 aircraft, sufficient for service till eo-FY23. Comment: They’re not expecting any mass chinese tourism. AH: upbeat 4Q earnings from recognition of chassis orders for VinFast […]
Read More →ASIAN target FY22 sales growth >15% driven by frozen seafood & pet food exports, mulls spinning off pet food unit, Asian Alliance (AAI), expects to submit filing by end of April, listed in 2H. ATP30 sets record high revenue growth target at 25% to Bt600m, 10% NP growth, by using technology to boost competitiveness. Comment: […]
Read More →ADVANC sets Bt25-30b 5G capex next year, while AISCB to start lending services 1Q22, penetrating 43m its customer base., sees strong data traffic next year supported by Metaverse trend, roll out bundled 5G handset and air time package to boost market share. Comment: SCB is no longer restricted to its own branch network. Britania, a […]
Read More →Notable Transactions Buy(s) THB 1.2 bn BTS – The Chairman bought back a huge amount of shares post the BTS x JMART Group link up VGI – He bought YUGE amount of shares post the BTS x JMART Group Link up TU – The Chairman thinks his shares are cheap (?) I doubt management’s ability […]
Read More →AMATAV sees better 2H on plan to transfer 300 rai of land in Halong IE Vietnam, while keeping 430 rai land sales target this year. Comment: Their efforts in Vietnam have been rubbish compared to the other players (domestic and international) APCS firms on 40% FY21 revenue growth target >Bt3b supported by strong demand for […]
Read More →CPW maintained 20% FY21 revenue growth target supported by new IT & gadget products launch during the year, larger contribution from online sales, wider margins from IoT & smart home products. Comment: A C-grade version of COM7 ECF sees recovery in furniture mkt on seasonal and weak THB, while Minbu solar PP in Myanmar have […]
Read More →*Effective 1 July SET announced SET50 and SET100 rebalance for 2H21: SET50: Ins : IRPC, KCE, STA, STGT. Outs: AWC, BAM, TOA, VGI. SET100: Ins: AAV, ICHI, NRF, PSL, PTL, SINGER, STGT, SYNEX, TKN. Outs: AWC, BPP, EPG, GFPT, MBK, TOA, TPIPP, TTW, WHAUP. sSET: 34 securities consisting of: Seven Utilities and Power pcl (7UP), […]
Read More →