Random Thoughts The wonderful thing with flying is that brain farts/dumps occur more often. So, my punjabi MC’s, here we go… New Cities For the past few years, and mainly due to the listening to Scott Adam’s who has commented that the development of new cities (see the Saudi idea) is going to be the […]
Read More →Week 12/12 – 16/12 hax.vn, vhc.vn, hah.vn, fcn.vn, nvl.vn, tvb.vn, kdc.vn, kdc.vn, kido.vn Corporate FCN: FECON secured VND400b contract in Haiphong seaport (Baolaodong) HAH VN: estimated, in 2022, to reach VND3,145 bn in revenue (+61% YoY), exceeding 32% of the year plan. Net profit is estimated at VND835 bn (+87% YoY), completing 152% of the […]
Read More →ANAN: reported disposal of subsidiary, ADC-JV28 co., for Bt2.61b, expects to book Bt506m gains in 4Q. Comment: So they couldn’t complete the project and had to sell early to raise cash? EGCO: signed MOU with Hitachi to joint develop EGCO Rayong smart city in EEC area. ITC: establish subsidiary in China to expand pet food […]
Read More →CPF: announced buyback, up to 200m shares (2.32% of paid-up) under Bt5b budget from Dec 19 till Jun 18,23. Comment: I suppose that this makes sense, given that no one else wants to buy their shares…. DTCENT: GPS tracking product, software & service solutions, DTC Enterprise, debut IPO 305m shares at Bt2.86 apiece, Capital One […]
Read More →BGRIM, GUNKUL, GULF, SCC, BANPU, WHA, TSE, DEMCO, GPSC among qualified bidders for 5GW renewable PPA from Electricity Generating Authority (EGAT). Comment: Other than the first 3, do the others really stand a chance? JR: wins sub-contract project from STEC valued at Bt3.9b, lifting backlog to all time high at Bt7.5b, expects positive growth momentum […]
Read More →BEM: reported Nov avg MRT ridership +89% yoy to 345k trips/d, expects positive traffic volume carry thru new year from events, schools on-site classes and foreign tourists. Comment: And you thought people wouldn’t be back in the offices 6 months ago… Central Administrative Court has thrown out petition from Thai Consumer Council (TCC) seeking an […]
Read More →Pre-election rally pre-election rally pre-election rally, when are we going to see this in every broker report?
Read More →Notable Transactions Buy(s) THB 294 mn Sell(s) THB 283 mn
Read More →Week 05/12 – 09/12 vgc.vn, nvl.vn, pdr.vn , bcg.vn, kbc.vn, hpg.vn, nt2.vn, acb.vn, hdb.vn Corporate News ACB VN: is the latest member in the Vietnamese banking system to have completed risk management in accordance with Basel III standards. Comment: Perhaps 1 of 2 banks that you could buy and close your eyes and not worry […]
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