AH sees windfall from Chinese EV producers parading to TH, sees strong 2H growth, firms on 10-15% revenue growth target, mulls expanding US and Japan markets. Comment: The impact is minor at best… COM7 expects demand for smartphone & accessories jump on government’s plan to hand out Bt10k digital wallet for individual, expects holiday sales […]
Read More →ADVANC: plans to sell telecom & broadband network total Bt50b into JASIF after NBTC give nod on 3BB M&A deal on Sept, Khaohoon. Comment: This is why ADVANC want’s JASIF, it’s not because of the quality of the assets of 3BB but it accelerates being able to raise capital by selling assets directly into JASIF […]
Read More →AMARIN: co., name changed to Amarin Corp, ticker unchanged, effective today. ASIAN and its unit, AAI, are ready to move production base to Vietnam or Philippines if new government raises minimum wage to Bt450. Comment: This is a convenient excuse for the company to invest overseas. It’ll be more to do with FTA’s from the […]
Read More →BEYOND sees higher revenue yoy, sets Bt2.8b service revenue, +31% yoy, sees growth momentum in 2Q, expects to sell 52 rai of land in Rayong worth Bt600m by end of year. Comment: Ahhh this name, so remember this is the reverse IPO of the four seasons hotel project @ the river into a mining co, […]
Read More →LEO sees growth momentum in 2H on rising demand entering high seasonal for imports-exports, while global shopping sales by giant e-commerce in China, 2nd self-storage in Yaowarat, and 2nd container yard all to help contribute and sees 30-35% revenue growth this year. MINT sees resorts & hotels operation in Maldives and EU already surpassed pre-Covid […]
Read More →AP reported 4M22 SDH sales +37% yoy >Bt13.5b, ramps up campaign to boost sales, target third consecutive record high profit this year. GPSC anticipates 2Q turnaround from resumption of Glow Energy Phase 5, higher Ft QoQ, contribution from PP investment in India, 192mw new capacity from Glow Energy Phase 2 (SPP replacement) to cod in […]
Read More →MAKRO: seek holders approval to recover Lotus Thailand & Malaysia assets transfer upcoming virtual EGM October 12, expects transaction completed within October 25, mulls sell PO to boost free float >15% from current 7% to qualify for SET50. Comment: Just imagine this does a DELTA. And yes recovery in business etc etc. MBK: issues free […]
Read More →BA to resume Samui-Phuket route, from Aug 25, will return 1 lease aircraft this year and 6 in FY22 lower fleet size to 32 from current 39 by end of next year. Comment: Airlines are (were?) a fantastic reopening play. BANPU sees solid 3Q from high gas and coal price, and revenue contribution from El […]
Read More →APCS mulls to sell raw water business in EEC area, focus on core business, metal precision parts for auto, ventilation, optic, medical & solar business. AWC inked deal Nobu Hospitality to estimate Nobu Restaurant at rooftop of Empire Tower, target cod in 4Q, plans to add 1-2 hotels over 5-6 years. Comment: They aren’t acquiring […]
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), […]
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