AAV adds new route to tap Vietnam market, offers 5 destinations in 7 routes including Chiang Mai-Da Nang. COM7 upbeats 1Q mobile market from new launch of Huawei and Samsung phones, expects to book contribution from recently acquired Kingkong phone Bt300m/quarter, will add more house brand products and new gadgets brands to boost sales and […]
Read More →BGRIM BGRIM buys 124mw SPP1 cogen powerplants from GLOW for Bt3.3b, lifts total 3,266mw, will book immediate contribution from 2Q. Comment: Knowing the team at BGRIM, this will immediately be accretjve to their earnings and valuations. ERW ERW target 10-15% revenue growth, driven by higher OCC & RevPar yoy, 9 hotels on track to debut […]
Read More →And so FY numbers have been coming out. Nothing pretty. But hey Chinese tourism is back with a vengeance, the market knew 4Q18 was going to be rubbish hence the performance so the weak export #’s are no surprise. Its a new year and a fresh start, things can only get better or will it? […]
Read More →Notable Transactions Buy(s) THB 2.4 mn N/A Sell(s) THB 57.9mn ITD – Perhaps one of the few people that didn’t enjoy the movie Black Panther, continues to sell his shares.
Read More →Here’s the link: http://www.berkshirehathaway.com/2018ar/2018ar.pdf Just go to it! And if you’re a bit lazy here’s a few snippets. The fact is that the annual change in Berkshire’s book value – which makes its farewell appearance on page 2 – is a metric that has lost the relevance it once had Berkshire will forever remain a […]
Read More →FPO wavers on deadline for IFRS 9 : The Fiscal Policy Office (FPO) has proposed that the Finance Ministry push back a mandatory effective date for specialised financial institutions (SFIs) to adopt International Financial Reporting Standard 9 (IFRS 9), currently scheduled for next January. Bangkok Post EC provides clarity on dissolution cases : The Election […]
Read More →BCPG sets Bt8.6b investment budget to sustain growth ambitions. Comment: It looks like their acquisition spree has been slowing down. TKN sets 10-15% revenue growth target this year, to expand branches here and overseas and change distributors, and seek new partners in US and China. Comment: This has been an interesting stock (not company) to […]
Read More →Ready for some speculation on how these shares will perform? FTSE SET Large Cap Index – Add: HMPRO, GULF, EA, MINT, MAKRO, BEM, DIF FTSE SET Large Cap Index – Delete: None FTSE SET Mid Cap Index – Add: MTC, GPSC FTSE SET Mid Cap Index – Delete: None FTSE SET Small Cap Index – Add: […]
Read More →AOT AOT board yesterday gave the nod to a Bt42b plan to build a 2nd terminal at Suvarnabhumi airport, but it scrapped a controversial blueprint for the terminal’s design. Comment: And so..now what? BANPU BANPU anticipates 1Q turnaround driven by full quarter power gen capacity of BLCP powerplants following maintenance shutdown 4Q18. KOOL KOOL anticipates meaningful turnaround […]
Read More →ADVANC ADVANC to trade Bt3.30 XD on Wed 20Government says it needs time to consider whether delaying bidding on 5G Comment: It would be ridiculous if the government approves a postponement of payment for the 4G license bidding. Except for TRUE (which is a financial basket case), DTAC and ADVANC make plenty of CF. AOT […]
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