EA secures 600KW solar rooftop projects for Burirum United, Chang Arena, and Amari Burirum, to start realizing revenue this year. PR9: BBLAM raised holding by 1.0864% to 5.9537% of total outstanding last Friday. Comment: This hospital name has been in the dogs since it went public. A turnaround in performance coming? SIRI transferred Bt20b worth […]
Read More →AMANAH said it has yet to be approached by GSB for all the stake, sees parent co, iBank, keens to keep leasing unit. Comment: Have to love all these rumours in the market. AOT said the Satellite 1 (SAT-1) passenger terminal is 95.23% completed and will be 100% in April 2021. Reported passengers dropped almost […]
Read More →Government Saving Bank appointed TMB to be FA for acquisition of iBank’s leasing subsidiary, AMANAH, to expand non-bank auto title loan business, finalized by end of October. Comment: So is this the vehicle that the government will use to supply liquidity to the country? CHAYO: board approved moving from MAI to SET, will proceed after […]
Read More →Market’s been on a sideways downtrend since the peak in mid-June…and what can change this? 3Q #’s are unlikely to be inspiring, given that this economy is driven by tourism and exports where the first one is reliant about domestic travelers which is perhaps ~20-30% of total spending compared to international travelers to the country […]
Read More →Notable Transactions Buy(s) THB 181 mn OSP – Two massive buys by family members. TFG – And he’s still buying his shares regardless of the price. Sell(s) THB 109.9 mn MINT – He’s been selling out since this crisis started PJW – Looks like a block ~3% of outstanding shares.
Read More →SET returning to normal short selling rules on October 1 : The Stock Exchange of Thailand (SET) announced yesterday it will resume normal rules for short selling prices with a zero plus tick and +/- 30% ceiling and floor limit, effective Oct 1 after market volatility has returned to normal for over a month. Bangkok […]
Read More →AAV’s building a super app off its existing mobile app and website to provide services such as e-commerce, delivery and payments. The app is to be available next month in Thailand and Asean. BCPG to build 220KV transmission cable in Laos to cater for 500MW power transmission in 2022. GULF’s new 1,066 capital increase share […]
Read More →I love data, just look at this to know what has been doing well. Interesting re ceramic’s doing well and sugar being killed.
Read More →BCPG sees growth momentum into 3Q on seasonal, sets Bt40b 5-year capex. ICN’s firm on 10-20% revenue growth with 10% net profit growth, supported by Bt1,962m backlog, eyes 3-4 new contracts worth Bt1b. MINT said its franchise is from Sizzler Australia, nothing to do with Sizzler USA which has filed for bankruptcy. Comment: No impact […]
Read More →AMATA’s firm on 950 rais land sales and Bt2,157m backlog this year, of which 60% will be booked in 2H. Comment: And here’s a flying pig for you. AMATAV to sell ASCLT 1 and 2 worth Bt2,157m in 2H, sees yoy drop in rev this year from pandemic. Comment: Management has proven that without a […]
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