AOT installs thermoscan across operating airports in the light of a respiratory illness outbreak in the Chinese region. Comment: Looks like a trade opp BGRIM to wrap up 7 SPP deals with 980MW capacity within 1Q20 to capitalize on strong THB. Comment: And this my new cookie munster! CPF sees solid 1Q from strong swine […]
Read More →The market has started the year nicely with a quick +1% gain. But the funnymentals from last month remain a weak domestic consumer, a confused global trade situation where manufacturing plants are re-aligning and setting up facilities outside of China and have a look at oil. I’m ignoring the news about a WW3 and Iran’s […]
Read More →Notable Transactions Buy(s) THB 29 mn N/A Sell(s) THB 100 mn MC – This is a rarity, she’s historically been a buyer except for the one time the family put a block to some funds just after the IPO. I wonder who the buyers are this.
Read More →ANAN to book rev from serviced apartment as recurring rev worth Bt300m from 2 newly finished pj, targeting Bt1,800m by 2022. Comment: And then the annual CF of this developer becomes a bit more stable. The majority of the real estate developers are/have shifted to this model ASK: Bualuang AM cut holding by 0.1562% to […]
Read More →BCP sets oil sales growth t/g this year at 6%, plans 60 new stations, mulls boosting non-oil revenue, including EV charging stations. Comment: All the petrol station co’s have been trying to push non-oil revenues over the past few years, the best has been PTT followed by PTG BGRIM CODed 4.8mw industrial waste pp, lifted […]
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