CRC plans to allocate higher marketing budget for equity and sustainable campaigns, shifting from price promotion, after latest initiative raised >Bt2.5m for Cardiac Children Foundation on TH. Comment: Can we drop the use of the word “sustainable”, what on earth is a sustainable marketing campaign? LEO sees solid 4Q on revenue recognitions from various new […]
Read More →BANPU to wrap up lithium, nickel and copper mining investment in Laos, Indo, and August by end of year or 1Q24, for immediate revenue recognitions. BJC’s hypermarket unit, Big C, signed MOU with Overseas Cambodian Investment Corps (OCIC) to develop 12k sq.m mega project northeast central of Phnom Penh under 30-yr lease contract, target cod […]
Read More →AH’s firm on record high revenue target this year, from Bt28.3b yoy, on higher orders, contributions from JV, and newly acquired 60% stake in Avee, a Malaysian auto part maker affiliated of Proton Group. Comment: Despite the odd venture into India, this company has performed incredibly well relative to its peers in Thailand over the […]
Read More →BGC anticipates solid turnaround from bottling unit on recovery consumptions post reopening November 1, tailwind from holiday season, mulls diversify to total packaging solutions to balance revenue mixed. EKH may report 670% jump in 3Q21 profit, boosted by windfall from field hospital and vaccination services for both private and public sectors, while reopening from November […]
Read More →AAV announced one month suspension of its operations in Thailand, staffs will not be paid, but will seek partial payment from social security fund, while BA announced temporary suspension of its Samui and Phuket flights from Aug 3. Comment: If it his 2 again, it’s worth a trade – or it goes bankrupt – which […]
Read More →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 […]
Read More →FTSE rebalance today may see as much as Bt3.6b outflows, after FTSE All World cuts SET weighting to 2.98% from 3.05%, while FTSE SET index sees additions in CRC, DIF, ACE, BAM, RBF. ADVANC signed JV Saha Pathana Group to develop fiber infra to expand corporate BB, data center, 5G solutions and cloud services for […]
Read More →Another week of massive insider buying Notable Transactions Buy(s) ROJNA – Just wow. Haven’t seen action in ROJNA for years SUPER – Perhaps this is worth a closer look given the continuous buying by the MD/President TFG – He buys his own shares back at all price ranges for the past few years Sell(s) AIT […]
Read More →BAY added 3 features, digital account opening, online travel insurance service and e-marketplace (promo campaign) to KMA mobile app to double vol of active users. Comment: And then once the banks have hooked us onto their apps will they begin to charge fees? EA denies chatter that Taxi Co-op had cancel order for 3,500 EV, […]
Read More →BBL (2.23%), STEC (1.88%) and ROJNA (0.91%) may record as much as Bt5.4b, Bt4.54b and Bt2.2b accounting gains from their stakes in GULF which jumped 94% YTD Comment: If someone can defend the valuation of GULF please do so. ITD gets 2 construction contracts worth Bt3.8b including Terminal 21 Rama 3 and Toll way pj […]
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