Yes, I’m back doing some interviews – it won’t be as often as in the past, but don’t be surprised to see a few finally back on the site 🙂 “Muangthai Capital to be a World Class Thai Microfinance Company” Mr. Parithad Petampai Deputy Managing Director How has the company changed since going public a […]
Read More →Week 18/03 – 22/03 Company ctr.vn. gmd.vn, hcm.vn, kbc.vn, mwg.vn, pdr.vn, pnj.vn, tcb.vn, tcm.vn, vic.vn, CTR VN: estimated, in February, revenue of VND834 bn (+4% YoY) and PBT of VND44.6 bn (-4% YoY). For 2M2024, CTR is estimated to reach VND1,703 bn in revenue and VND94.3 bn in PBT (+9% and +6% respectively YoY), completing […]
Read More →AMATA reaffirms solid turnaround, multiple industrial land sales contract pending to sign in the pipeline, 50% out of Bt14.2b backlog to realize this year, price hike at Chonburi & Rayong (Bt11m/rai & Bt4.5m/rai) boost margin. Comment: China + 1 (or as we say…GTFO of China strategy) helps everyone BCP: SSO cuts holding by 0.1106% to […]
Read More →Bloomberg reports foreign net selling of TH equity at $555.6m yesterday was the most since Dec. 19, 2006. It’s worth noting that was because of the restructuring of AWC which resulted in large crossings worth $500m each on Mar 19 & 20, while UBO remains unchanged. Comment: Well…….the family has to delever…adjust the books, etc […]
Read More →ASAP target vehicle sales >2,500 units from a 2-week event, BKK International Motor Show (Mar 27-Apr 4), expects positive feedback from new launch Changan Lumin EV & Deepal L07-S07 long range. Comment: This will be interesting to follow, EV gov subs are still there but lower, will these oddly named EV cars do well? BKGI: […]
Read More →AOT: Korean Air resumes daily flights on Busan-BKK route from Apr 25 aft suspended nearly 4 years due to pandemic. AWC sees year-to-date average OCC >80% across hotels portfolio, MICE segment >90%, strong booking to continue in April supported by Songkran fest, booking of 3 hotels in Chiang Mai remain strong in April, sees no […]
Read More →BA plans to buy new aircrafts as travel rebounds. It operated 24 airplanes at eo-2023, down from 35 a year earlier, expects pax revenue to rise to Bt17.8b from Bt15b last year. Comment: Please don’t buy a boeing like Thai airways… CENTEL’s 6 property on track to cod this year, 3 in TH including Centara […]
Read More →Electronics -20% YTD? That’s DELTA. But look the market is only -2%. But, as always, the pressure is in the currency still with the USDTHB -5% ytd…. I still have the same bull and bear arguments in my mind… bull…an improvement in governance from a decade of incompetent military governance, full tourism recovery, FDI pick […]
Read More →Week 11/03 – 15/03 Company hdb.vn, hhv.vn, qns.vn, ree.vn, ssb.vn, vci.vn, vib.vn, vix.vn, vnm.vn HDB VN: is considering a plan to mobilize $500 mn through issuing new shares, according to sources from Bloomberg. HHV VN: plans to invest and build 300 km of highways and ring roads with a total investment of more than VND82,000 […]
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