Market research on Thai Stocks in the SET Index
AOT’s offering discount campaign for airlines (commercial/charter) who able to add on extra int’l flights aside from current allocated flight slots to 6 airports under AOT mgt, Bt175 landing fee discount will be given for every 1 additional increase passenger, reduction will be given up to 75% of landing fee for that extra flight, prog […]
Read More →ATP30 anticipates positive earnings momentum thru 4Q from recognition of 4 new corporate employee shuttle contracts, adding 10 e-bus to save fuel cost, firms on 10% revenue growth target. Comment: A great step up business. SCC forms venture with Japan chem partner, Denka to estimate acetylene black production plant used for battery terminal production to […]
Read More →AAV’s introducing new direct flights between BKK-Kaoshsiung, Taiwan to boost tourism in key city, enhance traffic between BKK-Chiang Mai route starting Feb 24. NBTC board approved ADVANC’s takeover of TTTBB, as expected, subject to certain safeguards to protect consumers, such as keeping the lowest-priced pre-merger package available and ensuring service quality and price packages are […]
Read More →Notable Transactions Buy(s) THB 3 mn Sell(s) THB 6.9 mn
Read More →Week 06/11 – 10/11 fpt.vn, nvl.vn, pc1.vn, pdr.vn, stb.vn, vcg.vn, vic.vn, vjc.vn, Company FPT VN: announced the acquisition of Cardinal Peak – a 20-year-old technology service provider in the North American market. Comment: As a friend mentioned at lunch time, “Of course they are winning business in North Asia, the Japanese don’t want to work […]
Read More →COCOCO reassures 30% full year revenue growth target driven by large customer base in 90 countries, vast coconut products coverage from canned coconut milk, juice, snacks & ready-meal under Thaicoco & Cocoburi brands, upside from pet-food, plant-base food and plant-based butter. Comment: One question still in the back of my mind is, what is the […]
Read More →AP maintains aggressive launch plan in 4Q, total 23 projects worth Bt35.74b comprise of 11 townhome (Bt11.05b), 9 SDH (Bt16.45b), 2 condo (Bt7.3b) & 1 upcountry projects (Bt940m), will kick-off presales of Bt2.3b condo 29 storey 593 units, Aspire Vibha-Victory, on double day 11.11. Comment: The decent listed players are doing far better than most […]
Read More →AAI upbeats 2H outlook from lower tuna & wider margin from improved product mix & lower SG&A, in talk 2 department stores in the US to supply private label pet food, expects to wrap up by end of year, eyes 15% FY24 revenue growth target. Comment: Well, let’s see when the 3Q figures are out […]
Read More →NBTC board is likely to approve ADVANC’s proposal to takeover TTTBB on Nov 10, Tabloid. ADVANC’s launching 2 services 5G boost mode, offering network on demand, full speed of 5G for 3hours, target livestream & gamer, will debut Microsoft Team Phone early December. Comment: So GULF I mean, *someone*, has decided to raise a kerfuffle […]
Read More →EGCO sets Bt30b capex for oversea expansion next year, target to add 1,000MW. NER sees strong 3Q from higher orders, on track to meet Bt30b sales target this year. Comment: Still an oddly “cheap” rubber player. SHR: cod 80 villas resort, SO/Maldives, 3rd property on the island. Comment: I call this the best recovery play […]
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