Market research on Thai Stocks in the SET Index
FORTH sets >Bt10b revenue target this year on growth in all segments, with Bt4-5b target for Government’s Enterprise Solutions bids, focusing on high margin project with less competitions., sees solid growth in FSMART’s loan growth, and expand Tao Bin overseas. Comment: This will be interesting to observe… GUNKUL maintains Bt10b FY25 revenue growth target, sees […]
Read More →Notable Transactions Buy(s) THB 260 mn Sell(s) THB 75 mn
Read More →Week 20/01 – 24/01 Company kbc.vn, ssi.vn, szc.vn, vhc.vn KBC VN: has received investment certificates for two major projects in Hai Phong province: the Trang Cat Urban and Service Area and the Trang Due 3 Industrial Park. The Trang Cat project, led by its subsidiary, will increase its investment capital to VND69,087 bn. KBC VN: […]
Read More →Commerce Min reported Dec total exports +8.7% yoy to $24.8b, marking 6 consecutive months of expansion, key products included rubber, casava products, fresh & processed chicken & fresh & processed fruits. Industrial exports in Dec also climbed for 9-th consecutive month, +11.1% yoy to $20.2b, key contributors included gems & jewellery, computer & components, air […]
Read More →IMPACT reported 90% completion of Sky Entrance project, scheduled to finish in Feb, aligning with anticipated opening of Pink line skytrain extension in May-June 2025, expects significant traffic increase from transport integration, attract more exhibitors & visitors to exhibition center. Comment: I was just there, it is nearly finished, and they are definitely going to […]
Read More →KCE acquires KCE Printed Circuit Boards Gmbh (KCED), a distributor of PCB in Germany & Europe for EUR 10.65m (Bt 380m), aims to manage selling price, revamp logistic & admin to enhance effective operation & reduce costs, facilitating direct communication with customers, transaction to complete by end of March Comment: This reads like a left […]
Read More →CHAYO forms 49:51 jv with Wealth Fund Co., to develop platform for loan issuance (both secured & unsecured) under brand Maitri Money, seeks to diversify revenue sources from distressed asset management to lending business. Comment: Again? Another company going into the lending business again? Fine…why not….I don’t see how CHAYO will do well, other than […]
Read More →MINT inked deal with Sichuan Dexinhousheng Enterprise Management to develop 111-key Anantara Xiling Snow Mountain Chengdu Resort, the 3rd resort to launch in China under Anantara brand aft Anantara Guiyang & Anantara Xishuangbanna, target cod Oct 2025. Comment: They’re just impressive in their ability, despite balance sheet issues, to continue growing and growing. Now what […]
Read More →Notable Transactions Buy(s) THB 330 mn Sell(s) THB 24 mn
Read More →AURA upbeats 1Q earnings from robust sales of gold jewellery ahead of CNY, expects positive momentum continue thru valentines in Feb, sees growth from gold for cash biz as banks stringent on credit approval. Comment: It’s the financing arm of AURA that is fantastic…. BANPU anticipates solid 1Q supported by strong natural gas price, keeps […]
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