ARIN: local fund, BBLAM, purged entire holding 15.3312% to ex-Labour Minister, Suchart Chomklin, on Oct 11. Comment: Compliance should be asking questions about this… CENTEL anticipates 2H turnaround on absence of expense on opening Centara Grand Osaka, relief margin pressure on F&B unit from lower food costs, positive OCC momentum via TH & Maldives hotels […]

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AIE reaffirms solid turnaround 3Q from recovery biodiesel sales volume on easing travel restriction, expects positive momentum 4Q from demand for fuels on holiday season, improved vegetable oil sales vol on reopen of F&B, higher export volume of raw glycerine to India & China for food, pharma, cosmetic production. Comment: Am curious to see how […]

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CENTEL sets Bt10,400m 3-year capex for hotel, food and other investment, to open Phuket hotel for travel bubble program there from July 1. Comment: They’re going to capture the market share. CRC cuts FY21 revenue growth target to 10-11% from 10-12%, scale back CAPEX by 10-15% from Bt16-18b, delay 3 malls launch including Robinson Lifestyle […]

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BCH: mulls petition for additional 10k SSO patients quota, roll out One Day Surgery (ODS) service to boost traffic and margins, will cod 2 new hospitals January 1,21 (Vientiane in Laos and Prachinburi), sees less capex next year, eyes 10-15% revenue growth target. DELTA, BAM and COM7 are expected to be added to SET50 for […]

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CENTEL firms on Bt28.188b 3 years capex, sees stronger 2H on seasonal F&B and Hotel business. Comment: CENTEL vs MINT take your pick for the next 3-5 years.  COM7 upbeats 3Q earnings from larger stores network on BTS stations and contribution from revenue sharing via Kerry Express operating at COM7’s 20 outlets. Comment: Well that’s […]

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BANGKOK, July 3, 2017 – (ACN Newswire) – Paul Kanjanapas, Managing Director of IMPACT Exhibition Management Co., Ltd, as the Property Manager of IMPACT growth REIT (SET:IMPACT), discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: 2016 was a difficult period for most businesses, how has IMPACT fared? During the first half of 2016 […]

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Several brokers sending this out this AM FTSE Global Equity Index Series Asia Pacific ex Japan Regional Index and Japan Regional Index Semi-Annual Review.   Constituent changes can  be accessed via the attachments below.  The changes will be effective after the close of business on Friday, 16 September 2016 (i.e. on Monday, 19 September 2016). Large […]

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BR BR expects 2016 revenue growth OF 10-15% supported by recovery in sales in 2H16. It plans to develop a new project to increase its margin. It expects to conclude a JV in Hong Kong in 1-2 months which is a key to expanding to Indonesia. (Thun Hoon, 09/06/16) Comment: Cheap on valuations, so so […]

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Impact Growth REIT: creating a destination for everyone Impact Growth Real Estate Investment Trust, backed by the Impact Exhibition Center and related facilities, began trading on the SET in October 2014. Paul Kanjanapas, managing director of Impact Exhibition Management Co Ltd, the property manager of Impact Growth REIT, discusses the strategy and outlook for the […]

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