Tag: prapat

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Stocks in the news (bch, gunkul, jmart, singer, ivl, ktc, hl, lalin, prapat, ptg, stec, ck, itd, uniq, nwr, tu) 14.03.22

BCH will book Bt3b revenue from Moderna alternative jab this year, target Covid-related services revenue +104% yoy as caseloads jump, upside from higher SSO patients quota yoy, allots Bt920m capex to revamp hospitals, expand labs. Comment. Would love to know the profits from this one…. GUNKUL-JMART-SINGER form venture, JGS, to offer solar turnkey solutions from […]

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Stocks in the news (dusit, itel, ktc, prapat, pttgc, sis, ttcl) 16.07.21

Citi is seeking to sell its SEA (Indonesia, Vietnam, Thailand, Malaysia, Philippines) & SKR business as package to Standard Chartered Bank. Comment: Remember this is only for their consumer business DUSIT debuts 152 rooms hotel, DusitD2 Hia Hin, its 3rd hotel in beach town. Comment: Market share goes to the strongest. ITEL: board approved to […]

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Stocks in the news (aot, ck, ea, epg, gpsc, hft, kce, kex, ktc, ori, prapat, ratch, wiik) 25.05.21

AOT’s Bt41b passenger terminal (north expansion) gets greenlight from Deputy PM yesterday, as well as Bt7.8b (east expansion), with constructions start Jan 23 and April 22 respectively. Comment: The valuation of AOT still makes no sense. But c’est la vie. CK secured Bt5b water transmission tunnel, to official sign Bt47b dual-tracked Denchai-Chiangrai contract, boosting FY21 […]

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Stocks in the news (aeonts, vgi, human, demco, gcap, ichi, prapat, rt, sak, scc, tqm) 30.03.21

AEONTS, VGI, and HUMAN in JV to set up Rabbit Cash, Bt800m registered cap, to expand digital lending platform, including nano finance, by capping interest rate at 15% max. Comment: Love this move by VGI, that damn rabbit card is immensely valuable and now they’ve figured out the partners to use utilise their distribution network. […]

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Stocks in the news (bpp, cpn, ivl, mint, prapat, vgi) 04.03.21

BPP’s planned investment in 1,000MW gas PP in the US and another large one oversea in a form of JV, with <50% stake, will be concluded in 1H21, a few more clean energy powerplants with 100-200MW capacity planned by end of year. Comment: Bam bam bam, natty gas. Great for the ESG story. But the […]

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Stocks in the news (ama, aot, bam, ilm, mtc, prapat, s, stgt, tfg, ttw, twz) 20.10.20

AMA plans to add vessel before eoy, in talk M&A tanker & logistic business, plan to wrap up 2 deals 1H21, will report 3Q net profit on November 6, reassure turnaround from improving traffic on reopen. AOT’s cashflows drops to Bt40b from Bt77b normal level, may run out in mid-2021 if situation prolongs, may have […]

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