Market research on Thai Stocks in the SET Index
AAV will suspend Phuket-HK route effective Sept 1 due to fierce competition with home based airlines: Cathay Pacific (daily), HK Express (twice daily) and HK Airlines (daily). Comment: I thought there was no demand issue…or…could HK travellers prefer going to the Mainland or other parts of the world instead of Phuket? TOP denies agreeing to […]
Read More →AOT ceases inbound duty free shop operation at SIA, DMK, CNX, HKT & HDY effective Aug 1. Comment: Well…this is going to be annoying for those that usually buy perfume, alcohol, chocolate and cigarettes before coming back into Thailand…I used to be one of these types of shoppers… EA: Chatchaval Jiaravanon, part of billionaire family […]
Read More →BTS to receive Bt22b overdue debts owed by BMA & Krungthep Thanakom (KT) from operate & maintain on 2 Green line extensions as ordered by Supreme Admin Court, BMA is expected to pay the sum asap to avoid extra interest charges. Comment: This was announced a while ago…why the rinse & repeat in the news? […]
Read More →Notable Transactions Sell(s) THB 0.2 mn
Read More →Week 22/07 – 26/07 Company: bcg.vn, vic.vn, vjc.vn BCG VN: begins construction on a waste incineration plant to generate electricity in Ho Chi Minh City, expected to put on operation by the end of 2025. VIC VN: transferred all ownership shares at VinFa Joint Stock Company. Comment: Hmmmmmmm is it time to pump VIC? VJC […]
Read More →KBANK offers Bt20b soft loan with 3.5% rate for 1st 2 year, as part of Government’s effort to assist SMEs via 16 banks in the program, led by GSB. Comment: That’s interesting…what will they define as SMEs. Let’s see how much actually gets distributed. MINT said Paris Olympic game has boosted its European hotel bookings […]
Read More →CPF’s top line drivers could improve with higher sales price of swine & poultry, and better expected volume of livestock brightening mid-term Outlook. International sales, 60% of revenue, remain key to expansion, BI. Comment: It’s going to be better than you expect…. BYD’s chairman said heard about report that EA’s selling TSB to raise fund […]
Read More →Ailing EA, which has been under investigation over alleged fraud involving former executives, has rescheduled payment of 2 of its tranches of short-term B/E due to tight liquidity, forcing to sell Thai Smile Bus (TSB) to raise liquidity. Comment: La la la la, it’s a POS, it’s going under, who’s going to save it? BJC […]
Read More →Kasemrad Plastic Surgery (KPS), a unit of BCH, said its collaboration with Korean College of Cosmetic Surgery and Medicine (KCCS) will elevate the standards of cosmetic surgery in TH, involving knowledge exchange and training. It sets Bt200m capex for 2 new centers and 3 surgery Comment: Oh thailand, you fake beauty. JPARK to sign more […]
Read More →Notable Transactions Buy(s) THB 612 mn Sell(s) THB 83 mn
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