BA may pay special dividend in 3Q, having booked extra gains, yet operation remained sluggish from higher competitions and strong THB. BAY revamps app, U-Choose, to accommodate digital lending, online deposit and e-market place, kick-off services on November. BGRIM reassures solid 4Q from absence of maintenance shutdown and additional capacity from 3 solar projects combined […]
Read More →IVL: to buy integrated oxides facilities and derivatives assets from Huntsman for US$ 2b, expects manufacturing capacity increase by 23% in higher-margin business. Comment: Cooooooooooooooookie munsterrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrr. KKC: announce RO 300m shares to existing shareholders 4:1 at Bt 1 apiece, subscription period from September 16-20. TMB-Thanachart Bank may sign merger agreement today. Comment: I’m still curious […]
Read More →ADVANC’s board to decide on May 9 whether to take up Government’s offer to defer payments of 900MHz license fee, sets 1m AIS Fibre customers and becoming top 3 by 2021. Comment: Of course the telco’s are going to take it, its free savings. Absolutely ridiculous move by the government. AP to launch Bt8.8b JV […]
Read More →BA to expand CLMV routes this yr, as it invests Bt1.815b in the purchase of 2 aircraft, sets 3.5% rev growth t/g, 3% psx growth to 6.16m, bids for duty-free concession with 2 partners. Comment: Valuation wise it is cheap given the holding of BDMS. And this is shown in the share buyback program. But […]
Read More →BANPU sets 48m tons coal sales target this year, $835m capex for FY19-20, while BPP, its power unit, to COD pp in Japan and China worth combined 114.2MW, to wrap up 80MW wind pp phase 1 in Vietnam by 1Q19. BJC sees positive SSSG from recovery consumptions and government stimulus package, will open 1st BIGC […]
Read More →BBL BBL Asset Management sees Bt6.4b fundflows into SET if MSCI raises weight from 2.5% to 3%. Comment: This matters for the whole market, currently NVDR’s are not part of the MSCI calculations. BEAUTY BEAUTY teams up Carrot Mall to expand online sales and general trade channel in China, 5 SKUs of Beauty Buffet prod […]
Read More →Notable Transactions Buy(s) THB 235.5 mn BDMS – The insider trading family members don’t care about the potential price cap on hospital bills. THG – He’s still buying GLOBAL – It’s come off a fair bit since the peak and a director is buying IVL – Heinecke thinks the noise on the inventory loss is […]
Read More →BSM BSM expects revenue of more than Bt1bn, up sharply from 2018 expected revenue of Bt640mn. It will enter into the property development business and plans to launch one project each quarter with value around Bt350-400mn per project. It will focus on Central Business District (CBD). (Thun Hoon, 17/1/19) CIMBT Kittiphun Anutarasoti temporarily suspended as […]
Read More →BANPU BANPU says more than ten investment funds expresses interest in its shares during a roadshow in Japan, supporting its outbound expansion plan. It will continue to do roadshows abroad this year and detail its strategy “Greener & Smarter”, confirming its growth performance and leadership of the integrated energy business in Asia-Pacific. (Kao Hoon, 16/1/19) […]
Read More →CMC CMC expects 2018 earnings to be a record high with revenue of Bt2bn expected. In 1H19, it plans to launch five property projects with total value of Bt5bn. It expects presales of Bt5bn this year. (Kao Hoon, 9/1/19) III III expects revenue growth of 15-20% this year and has set capex of Bt500mn to […]
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