Updates
ADVICE sees 1Q25 sales +13-14% yoy driven by smart phone sales & Apple products on the back of Easy e-Receipt shopping tax rebate stimulus, robust MacBook Air sales during Thai Mobile Expo event, household solar solutions business debut in Feb open room for growth, eyes 20% FY25 revenue growth target. Comment: Why is this the […]
Read More →ASEFA announced buyback, up to 20m shares (3.67% of paid-up) Bt70m budget from Mar 10 – Sept 9. Comment: Another buyback…and not a bank – for those companies that have strong balance sheets i.e. no debt – trading cheaply…I’d expect to see more happening. CPALL sets 2-3% SSSG this year, on 2.8% GDP growth assumption, […]
Read More →TikTok pledged to spend $8.8b in data center hosting services in TH over next 5-yrs, > doubling an earlier investment target, to benefit IEs (WHA, AMATA), power plant (GULF, GPSC, BGRIM), telcos (ADVANC, TRUE), Hardware & IT solutions (BE8, BBIK), while banks likely benefit from surged demand for credit from online merchants to expand sales […]
Read More →-15% YTD Amazing Thailand! What else can I say, will it all change with a new LTF and casino licenses later this year?
Read More →Notable Transactions Buy(s) THB 162 mn Sell(s) THB 1.4 mn Note: I would not be surprised to see more management buying over the next few months
Read More →Week 24/02 – 28/02 Company baf.vn, ctd.vn, dbd.vn, dpm.vn, gex.vn, gvr.vn, hdg.vn, shb.vn, tms.vn, vcb.vn, vic.vn, vrg.vn, BAF VN: plans to establish three wholly owned subsidiaries in Tay Ninh with a total investment of VND760 bn, including BAF Tay Ninh 1, BAF Tay Ninh 2 (with capital of VND340 bn in each) and BAF Tay […]
Read More →AP targets 12% FY25 revenue growth to Bt52.9b, supported by Bt41.62b outstanding backlog, 4 condos worth Bt10.4b (75-80% sold) scheduled to complete this year fuel earnings, sets FY25 launch plan at 42 residential projects total Bt65b (15 SDH, 18 townhome & 6 condos), pays Bt0.6 dps XD May 7. AWC plans to double its assets […]
Read More →CPALL reaffirms it has no intention to join MBO of Seven & I, after leading investor Itoshu decides not to participate. Comment: That led to a pump yesterday… KTC targets FY25 card spending +10% yoy supported by larger merchant partners and higher proportion of high-income subscribers, expects credit cost improve on rate cut cycle, maintain […]
Read More →COM7 acquires EV rental & leasing operator, EV7, for Bt40m. Comment: Well…ok. GULF: Gulf Development, a new co., from amalgamation with INTUCH, tradable from Apr 3. Comment: la la la – remember what this means is that MOSHI to be added to SET100 index effective Feb 27, replace outgoing BSRC as freefloat fell below 20%, […]
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