ANAN mulls 5 new remedy options for Ashton Asoke for court consideration. Comment: The CEO & Board should be sued by shareholders, they lied pre-covid that this issue was resolved. DMT reaffirms 30% FY revenue growth target driven by strong tollway traffic, target FY average daily traffic >110k trips/day. BCP board approved Bt9.30-Bt9.70/share for ESSO […]
Read More →Further delay to ADVANC’s takeover bid of 3BB is expected after NBTC’s sub committee tasked with scrutinizing the economic impact of the deal has asked NBTC board to extend its working timeline for another 60 days. Comment: Translation “We’ve been spending taxpayer money going on holiday in Europe with our families and forgot to do […]
Read More →ASW reported 3 locations of campus condo sweeping sales of Bt4b, will launch another project nearby Thammasart University Rangsit in 4Q under the Kev project. PROEN wins 2 underground cable project from Provincial Electricity Authority & Mae Sor Municipality total Bt179.8m. TASCO cuts FY asphalt sales volume target to 1.2m tons due to feedstock shortage […]
Read More →AGE upbeats 3Q earnings from recovery coal sales vol & improved selling price, keeps 4m tons FY sales volume target, allots Bt110m to upgrade logistic & IT, credit cost expects to improve aft TRIS upgrade rating to BBB- from BB+ in June. Comment: They are still going to $hit cash due to the high coal […]
Read More →Andddd earnings season is done. Overall, it looked awful – mainly due to inventory losses in the petrochem, but just have a look at the recovery in certain sectors hint hint retailers. Tomorrow there is supposed to be an election for the PM, let’s see, it’s only been 3 months since the elections and these […]
Read More →Notable Transactions Buy(s) THB 112 mn Sell(s) THB 196 mn
Read More →Week 14/08 – 18/08 Company ctr.vn, fpt.vn, hhv.vn, mwg.vn, nvl.vn, ssi.vn, vbb.vn, vci.vn, vib.vn, vic.vn CTR VN: recorded, in July, revenue of VND1,011 bn and PBT of VND57 bn (+23% and +18% respectively YoY). For 7M2023, CTR recorded revenue of VND6,052 bn (+20% YoY) and PBT of VND348 bn (+21% YoY), achieving 59% of the […]
Read More →ADVANC: plans to sell telecom & broadband network total Bt50b into JASIF after NBTC give nod on 3BB M&A deal on Sept, Khaohoon. Comment: This is why ADVANC want’s JASIF, it’s not because of the quality of the assets of 3BB but it accelerates being able to raise capital by selling assets directly into JASIF […]
Read More →COM7: expects buyers welcome iPhone15 as Apple switched from lightning port to USB-C. Comment: The (un?)intended consequences of this is that the accessory sales for iphones going forward will be YUGE XO: revised up full year revenue growth target to 30% from 20% prior supported by strong overseas sales via new distributors in the US, […]
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