ThaiCapitalist Commentary
Is there anything positive in the market? Just look at the 12 month performance for every sector…I would normally say look at buying the sector that has underperformed over the past 12 months but wow…this means buy Thailand!
Read More →Notable Transactions Buy(s) THB 291 mn Sell(s) THB 214 mn
Read More →CENTEL: upbeat outlook after announced hotels & resorts expansion plan at ITB Berlin travel exhibition, will launching new hotels including Centara Indonesia & Nepal, Centara Grand Lagoon Maldives, 2 facelift projects including Centara Grand Beach resort Hua-Hin & exclusive villas under Centara collection plus fully refurbished Centara Grand Beach Krabi and repositioned as Centara Reserve […]
Read More →BANPU’s preparing two gas-fired power plants in the US to capitalize on an upward trend in forward power price within the Texas market, which are expected to nearly double in 2025. BCP: Capital Asia Investments cuts holding by 9% to 4.8612% on Mar 5. Comment: Yes – but it’s been switched between the same parties. […]
Read More →ANAN sets Bt14.5b revenue target this year, from Bt10b backlog recognition, plans Bt50b Phuket project to capitalize in downward interest rate trend. Comment: Is this why it pumped? Isn’t this company bankrupt? And they’re launching a THB 50 bn phuket project on top of the Porsche condo residences on Sukhumvit? How the fudge are they […]
Read More →The popular news today is that the digital wallet news is coming back. Other than that…let’s see what happens. Over the weekend I watched this report on Thailand’s debt situation on youtube, https://www.youtube.com/watch?v=_hpCpEm6PeE. It’s everything we know i.e. demographics, people overspending, covid leading to multiple issues, and its decently made – worth your 40 mins. […]
Read More →AMATA targets FY25 industrial land sales >800 acres, FY25 transfer >50% of Bt21.2b backlog, sets Bt8b budgets to add landbank. Comment: Perhaps for the first time, I won’t say , “nah full of crap” they’re meeting their targets, even though their prices are 30-50% higher than peers in the same location BA sees 2M25 passenger […]
Read More →Notable Transactions Buy(s) THB 184 mn Sell(s) THB 85 mn
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