AKR reaffirms solid 2Q from Bt100m transformers sold to GULF, tailwind from maintenance contracts, majority of Bt1.5b outstanding backlog to realize in 2H, maintain 10% FY revenue growth target. Comment: Transformer sales should go higher given the fact that Thailand is putting more rubbish renewable energy into the grid… ASW reported 1H24 residential sales , […]
Read More →I’m catching up on brain dumps of the past 3 months I’ve found in my Evernote…. This news headline was back at the beginning of March 2024 “ MOPH Prepares to Amend Surrogacy Law for Foreigner and LGBTQ+ Thailand’s Ministry of Public Health is set to amend surrogacy laws to include foreign couples, Thai women […]
Read More →SET Index vs VN Index (absolute) I’ve been hearing jokes about when will the VN Index “number” will beat the SET “number” ramp up in the past few months. Well the Vietnam index data starts in 2001 and you can see that it’s not going to be the first time that Vietnam’s index “number” will […]
Read More →BIZ signed contract of linear accelerator (LINAC) cancer treatment machine with 2 hospitals combined worth Bt520m. CBG anticipates 2Q revenue tops 2 year high, supported by larger energy drink market share at 24% 2QTD vs 20% at the beginning of year, wider margin supported by new canning unit, economy of scales, lower raw material costs, […]
Read More →ANAN reported disposal of 5 services apartments for Bt2.54b, expects positive transfer momentum carry thru 2H from Bt28b ready to move inventory, additional Bt11.9b scheduled to transfer next year. Comment: They still have their stake in DUSIT to dump who wants to go bid for it? BKIH: BBL cuts holding by 0.2066% to 9.9939% on […]
Read More →BA ranked 1st World’s Best Regional Airlines 2024, which includes airlines operation domestic flights or internatioanl flights traveling < 6 hours, also ranked 27th in the list of the World’s Top 100 Airlines 2024 recognized by global benchmark of airline standards, Skytrax Star Ratings. BAM sees 2Q turnaround from improved cash collection aft logged Bt4.5b […]
Read More →There’s a lotta market stuff out there..but here’s the easy one ..the uptick rule is re-instituted….soo…POS companies can still go to zero – but perhaps don’t be surprised to see the overall market volume decline rapidly as the computers leave… Here’s some news on it “ 1) The qualifications for the non-SET100 securities eligible for […]
Read More →Notable Transactions Buy(s) THB 184 mn Sell(s) THB 146 mn
Read More →Week 24/06 – 28/06 Financials Company: baf.vn, bcm.vn, lpb.vn, kbc.vn, hsg.vn, msb.vn, nlg.vn, nvl.vn, ssb.vn, vcg.vn, vnm.vn BAF VN: the State Securities Commission (SSC) issued a decision to sanction administrative violations in the field of securities and stock market for BAF. The total fine is VND242.5 mn. Comment: What? I thought this was a decent […]
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