Tag: pttor

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Random Thoughts: Tiktok, NUSA/WEH, Cafe Amazon…

Nikkei Article on TikTok Link: https://asia.nikkei.com/Business/Business-Spotlight/TikTok-takes-on-Shopee-Tokopedia-in-ASEAN-e-commerce-race?del_type=1&pub_date=20230804190000&seq_num=3&si=d6ecb5fd-ddcf-4e12-b251-586e01641053 Other than twitter I don’t really bother with any social media platform, but I’ve heard from several friends doing retail in Indonesia and Thailand that they’re focusing more and more on TikTok for fast selling consumer items. So what? Pay attention to the impact on Shopee and the physical […]

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Stocks in the news (cbg, egco, ktc, mtc, pttor, sabuy, spali) 09.11.22

CBG: mulls tap in premium energy drink segment, sees mass market consumers switched to premium products from narrower price difference, adding 2 new energy drink formulas & 1 functional drink in 4Q to boost sales. Comment: CBG has taken OSP out back and beaten it with a stick. EGCO: submitted bidding for 5k mw renewable […]

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Stocks in the news (ba, dohome, pttor, psh, rbf, stgt, thre, xo) 07.04.21

BA anticipates it will not return to profit until 2024, though it sees investment opportunities in maintenance, repair and overhaul (MRO) services in the EEC for long term growth. Comment: MRO services are a great money maker at scale. The question is whether Thailand will be considered competitive when compared to Singapore and the Philippines. […]

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Stocks in the news (adb, bcp, chayo, jkn, intuch, ip, irpc, ktc, mcs, princ, pttor, tk) 10.02.21

ADB upbeat FY21 earnings from positive sales momentum of plastic beads supported by demand from cable production, auto, med supplies and industrial. BCP is in talk with EGAT to jointly invest in EV charging station at BCP retail stations. Comment: Boom, let’s get this EV trend going. Governments are going to shove this upon us, […]

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Stocks in the news (advanc, ama, amata, bec, kbank, mbk, pttor, siri, stark, svi, tcmc, tfg, thani, wha) 03.02.01

ADVANC will report on Monday (February 8) after-market, Bt27.53b consensus AMA in talk M&A logistic co., aiming to branch out from tanker, Oil & Gas and chem transport to diversify business, finalize deal within 1Q, target 10-15% revenue growth this year. AMATA to stop its Bt140m first-phase investment in Yangon Amata Smart and Eco City […]

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Stocks in the news (aot, atp30, bbl, scb, ktb, bay, kbank, human, pttor, wge) 21.01.21

AOT: extend fees waivers for concessionaires & airlines operating at 6 international airports for additional 6 months from previous waivers. ATP30: sells PP 65m shares (9.53% of total outstanding) at Bt0.99 apiece to Toyota Tsusho (TH). Comment: Now that’s an interesting development. BBL, SCB, KTB and BAY: FY20 due today, Bt21.23b, Bt26.72b, Bt16.34b, Bt24.96b consensus. […]

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Stocks in the news (aeonts, bch, bdms, inet, jkn, jmart, prm, pttor, scb, seafco, seg, tnp, zen) 13.01.21

AEONTS reported 3Q21 (end of November ,20) at Bt1.01b +1.9% yoy, beats Bt815m consensus, thanks to lower than expected credit cost & wider than expected NIM, revenue from bad debt recovery improved 19% yoy & revenue from overseas subsidiaries +18% yoy, NPL stands at 4.3% from 3.9% end of 2Q21. Comment: Look at these numbers […]

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Stocks in the news (amata, beauty, mjd, oishi, psh, pttor, rojna, scc) 21.08.20

AMATA in talk JV partner to expand waste power business, aiming to capitalize on existing clients in industrial estates, lessen reliance on IE land sales revenue. BEAUTY extended sale promotion from 4-week to 6-week and offering discount of up to 70% from 50%, hoping to boost sales. Comment: This is such a good time to […]

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Stocks in the news (ccet, ea, esso, ptt, pttor, sgp, tse, wha) 10.08.20

CCET reported July electronics components sales at US$293k, -0.5% yoy.EA has no plan to raise capital, as it has over Bt10b in annual cashflows, plans to reduce stake in Laos PP to 40% from current 50% for new partner. Comment: Lets see if all this investments in EV battery tech works out…I still hold to […]

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Stocks in the news (aot, ilm, ihl, kbank, nok, ptt, pttor, rml, mtc, sawad, ktc) 31.07.20

AOT: mulls sending subsidiary, AOTGA, to replace THAI for ground operations, will signs Bt 9.7b SIA 3rd runway construction contract with NWR in August., target cod FY23. Comment: But all the news is about the reduction in income from the duty free player… ILM: launch built-in & custom made furniture services, Younique, to fill demand […]

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