Notable Transactions Buy(s) THB 202 mn JMART – And he’s still buying shares in the market. Some say he’s artificially supporting the share price, others say he believes in the potential of the group. XPG – The Chairman subscribed via the RO. Sell(s) THB 263 mn TEAMG – Sale by the founders/shareholders to SCC. PPM […]

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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 […]

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ADVANC keeps 2-5% revenue growth target this year, sees benefit from 5G, helping healthcare sector to weather the covid storm Finance Ministry extends jet fuel tax cut to Bt0.20/liter from the April 30 expiration to December 31, positive to AAV, BA and AOT. ILINK reaffirms solid 1H earnings from strong network installations rev supported by […]

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AEONTS reported 3Q21 (end of November ,20) at Bt1.01b +1.9% yoy, beats Bt815m consensus, thanks to lower than expected credit cost & wider than expected NIM, revenue from bad debt recovery improved 19% yoy & revenue from overseas subsidiaries +18% yoy, NPL stands at 4.3% from 3.9% end of 2Q21. Comment: Look at these numbers […]

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ADVANC to accept bookings for iPhone 12 on November 20 and official launch on November 27, hoping to boost 5G subs to 1m next year. Comment: Looks like the 30,000 baht scheme from the government will go into Apple’s pockets… JKN will move from MAI to SET from Nov 12, 2020. Comment: I wouldn’t be […]

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JKN expects positive earnings momentum continued in 4Q from strong media contents sales, tailwind from home shopping and health supplement products (C-Tria), aiming to scale back content sales revenue to 70% from 90%, commerce & others 30% to diversify risk. Comment: Well let’s see how far this can go. They don’t have the network that […]

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MINT says worst is over in 2Q20, 70% of hotel operations and 90% of restaurants has resumed. Comment: One would hope so. And now with their balance sheet “saved” with the recent cap raise. Each quarter for the next 16 quarters will show constant improvement.  MTC sees solid recovery in 2H from school reopening and […]

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AOT said its decision to lower minimum guarantee for King Power was above board and no shareholder approval is needed, while Finance Ministry, its major shareholder, has no objection if it is in line with SET and SEC regulation. Comment: Well at the end of the day its a 12 month delay/extension. ICN upbeats outlook […]

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ADVANC target 300K new AIS Fibre customers this year, from 1m at end of-2019, as lockdown boosted demand for high-speed BB. BLAND launches community mall, Cosmo Walk, to boost recurring income and adding value to its Muang Thong Thani complex. EA reports Bt2.2b CD 2x covered, healthy demand for 2-3 year maturity JAS received Bt942m […]

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ACAP defaulted interest payment for bondholders of ACAP20NA due yesterday, SEC filing, Comment: That’s another one down. ADVANC’s insisted no personal info from customers was leaked during a scheduled test earlier this month – only non-critical info was exposed online as reported by foreign media. Comment: Singapore get your act together…do they really want to […]

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