AP reported July presale topped Bt5.5b, expects 2H turnaround from larger transfer schedule HoH, Bt42.6b backlog & Bt121b project available for sales (mostly low-rise) to support sales & transfer. CCET reported 2 new production plants in Mahachai & Petchburi province (Free Trade zone) scheduled to complete in 2H, expects big jump next year larger capacity […]
Read More →Thaksin makes Thailand great again? No more political infighting? Combine that with interest rates being “cut” around several markets + strengthening thb + a low base as there is no more foreign selling pressure + earnings that looked decent YoY = easy run to 1,400?
Read More →Notable Transactions Buy(s) THB 180 mn Sell(s) THB 3mn
Read More →Week 12/08 – 16/08 Company: bic.vn, cii.vn, ctr.vn, fpt.vn, gex.vn, hbc.vn, pow.vn, ssb.vn, tnh.vn, BIC VN: recorded, in Q22024, revenue of VND1,124.79 bn (+26% YoY) and PAT of VND168.91 bn (+31% YoY). For 6M2024, BIC recorded revenue of VND2,109.03 bn (+25% YoY) and PAT of VND275.26 bn (+33% YoY), completing 59% of profit target. CII […]
Read More →BTG’s subsidiary, Betagro Food, acquires HK listed Eggriculture to gain exposure on fresh egg & egg products distribution in Spore. CIVIL signed construction contract for Huai Chalom reservoir project valued at Bt711.7m. COM7 changed the period for ending share repurchase program from original date of Jul 1 to Dec 31, revised to Jul 1 to […]
Read More →BEM sees positive profit momentum thru 3Q from continuous ridership growth on Blue line MRT supported by full quarter of the academic year & tourism, tollway traffic remain Comment: Printing $ BGRIM signed MOU with BKK Industrial Gas (BIG) to study feasibility to replace fossil fuels with green hydrogen for power plant, target net zero […]
Read More →BCH: Capital Research & Management Company, cuts holding by 0.2807% to 4.8117% on August 8. BGRIM: 3 renewable project on track to cod in 2H, in talks M&A 2-3 deals, aims to wrap up by end of year. Comment: And now their share price is pricing in……..nuthin’ GFPT: sets Bt 1.5b capex to expand poultry […]
Read More →OR: teams up ADVANC & KTB to apply for virtual banking license. Comment: Well..ok…so the PTT stations and Amazon coffee shops are going to be distribution channels for this virtual bank? QTC: maintain Bt1.5b FY24 revenue target after logged Bt554m in 1H, sees demand for transformer remain strong on renewable expansion.
Read More →Have people forgotten about the Japanese equity market crashing some -20% last Monday? Anyone else noticing that the thai telco’s going up and up? Told you, they’re going to mint it..at our cost (consumer). Gulf needs the $ to bankroll their expansion and True still needs to pay off all that debt.
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