ADVANC expects its broadband service revenue to grow by 5-10% next year, target 13m households from current 9.5 broadband subs, following its takeover of TTTBB. CENTEL sees solid 4Q on hotel and F&B, firms on Bt10.8b hotel business revenue, and Bt14b F&B, sets Bt17b 2-years capex. Comment: Look at the rates the strong hotel players […]
Read More →AKR reaffirms big jump 4Q from strong transformer sales as demand grow on the back of renewable expansion from corporate, upside from EPC project, Bt700m backlog pending to realize, keeps 15% full year revenue growth target. Comment: This industry, transformers and substation providers are going to make $ if the country continues to go down […]
Read More →BGRIM inked deal Petronas Lubricant Int’l to jointly expand market in TH, explore energy solution in Thailand & Southeast Asia. CPN upbeats earnings visibility from project in the pipeline pending to cod, new malls & expansion of non-retail to be growth drive, Central Westville on track to cod next week (Nov 29), Central Nakhonsawan mall […]
Read More →AWC expects positive earnings momentum carry thru 4Q driven by strong OCC & RevPar on high season, larger food outlets & hotels network both qoq & yoy, newly coded Intercontinental Chiang Mai Mae Ping & Marriot Chiang Mai to boost earnings. BANPU sees coal & natural gas price ascending from surged demand for heat during […]
Read More →Soooo, the naked short selling news – there’s no smoke w/o fire. And the retail investors are all over this in the Thai social media spaces providing evidence, here’s one link sent to me 2 weeks ago, facebook link re JMT , but like anything else in the markets – it will be forgotten and […]
Read More →Earnings season is over and just look at the number of buy’s by management/directors Notable Transactions Buy(s) THB 809 mn Sell(s) THB 25mn
Read More →Week 13/11 – 17/11 acb.vn, fpt.vn, gex.vn, hhv.vn, mwg.vn, nvl.vn, Company ACB VN: was rated stable outlook by Fitch and Moody’s. FPT VN: recorded, in October, revenue of VND4,538 bn and PAT of VND665 bn. For 10M2023, FPT recorded revenue of VND42,465 bn (+21% YoY) and PAT of VND 5,407 bn (+18.8% YoY), completing 81.2% […]
Read More →Bonus 2:
Read More →JMT: parent co., JMART, says no plan to exit debt collection business, maintain top holder of the company (53.84%). Comment: Why is it when a market declines that short sellers get the blame etc etc. The ability of the market participants to create fairytales is always remarkable…love markets. I hope this never stops, it creates […]
Read More →ADVANC: completed acquisition of Triple T Broadband (TTTBB), also completed purchase of invest units in JASIF which now own 19% stake in the fund. The settlement value of transaction adjusted to Bt 28.37b from 32.42b, according to filing. AMATA: completed entire business transfer related to utilities & service biz for industrial estates to AMATA U, […]
Read More →