BTG anticipates recovery margin 2H on improving chicken & swine selling price on seasonal exports, improved domestic selling price following crackdown in illegal import meats, eased pressure from feedmill costs as price topped out early this year, firms on 5-10% full year sales growth target. Comment: Could be time to relook at all the names […]
Read More →Notable Transactions Buy(s) THB 1.4 bn Sell(s) THB 23.5 bn
Read More →Notable transactions Buy(s) THB 235 mn SEAFCO – Family members of SEAFCO’s founder buying shares from?? Total volume is close to 5% of outstanding shares. JMART – Founder keeps buying, wonder what he has in store for next year… LALIN – Family member buys BANPU – Rather large purchase of the warrant. Sell(s) THB 167 […]
Read More →BA to launch Bt14.3b BAREIT, offering 1st year yield at 8.46% with Samui Airport as main asset, and plan to add on airports in Trad, Sukhothai and oversea airports. Comment: The samui airport is just a license to print money for this family. I’d argue it has limited the development of Samui. BYD sees return […]
Read More →AMATA’s firm on 950 rais land sales and Bt2,157m backlog this year, of which 60% will be booked in 2H. Comment: And here’s a flying pig for you. AMATAV to sell ASCLT 1 and 2 worth Bt2,157m in 2H, sees yoy drop in rev this year from pandemic. Comment: Management has proven that without a […]
Read More →Energy Regulatory Commission (ERC) expects ESSO, SPRC and IRPC to comply with Euro5 std by FY24; whereas, only 3 refiners PTTGC, TOP and BCP capable at the momentum, seeks to promote use of B10 & B20 positive biodiesel producers: EA, GGC, BGRIM, BCP. CRANE upbeats FY20 outlook from healthy demand for foundation work on infrastructure […]
Read More →AP’s 1H19 presales stood at Bt20.8b, +20% or 50% of Bt41.8b this year target, plans 23 new projects worth Bt27.265b in 2H. Comment: What real estate crisis? Of course the question lies in whether or not the projects transfer CPF expects windfall from ASF swine outbreak in Vietnam, sees swine price and sales volume recovery […]
Read More →CPN plans to open at least 2 new shopping centres in Malaysia and VN as soon as possible after the successful opening here last week of its 1st Malaysian shopping centre, Central i-City, built at a cost of Bt8.5b. Comment: I am curious to see how they will perform in Hanoi, I have my doubts […]
Read More →CHEWA CHEWA expects 2018 earnings of Bt265.1mn, +70.44%YoY, with revenue of Bt2.65bn. (Kao Hoon, 2/1/19) Comment: A lot of these property developers had decent 2018 #’s, the question that is on a lot of investors minds is what impact will the LTV have upon sales going forward CRANE CRANE expects earnings to turn around in […]
Read More →ADB ADB expects adhesive and sealant demand to grow in 2H18. It plans to expand both in domestic and foreign markets. It is controlling cost to keep gross margin stable. It reported 1H18 earnings of Bt16.43mn, +1,225%. (Thun Hoon, 17/9/18) Comment: Magical numbers… ADVANC ADVANC expects service revenue to grow 5-7% this year. It is […]
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