Week 04/12 – 08/12 ctd.vn, dxg.vn, hah.vn, hdb.vn, msn.vn, mwg.vn, fpt.vn, sab.vn, tng.vn, vhc.vn, vgc.vn, vjc.vn Company CTD VN: announced a resolution approving the policy of acquiring 100% capital of a company operating in the mechanical and electrical field. DXG VN: will finalize the list of shareholders to offer nearly 102 mn shares on December […]
Read More →EV booking during Nov 29 – Dec 5 at 22,461, +66% yoy, boosting related businesses like WHA, COM7, ASAP, NYT and SJWD, Tabloid. ITD dodged default on 2 tranches of CD (ITD24DA & ITD24DB) due on Dec 4 aft securing financial assistance from 5 banks, failing to meet next payment on Bt2b CD will be […]
Read More →ACE mulls allocating Bt20b to finance 55 renewable PP projects it won in auctions as part of TH’s clean energy policy. KLINIQ opens new branch in Nakornsrithammarat, the most populated in the South, helping it achieves all time high rev this yr. Comment: Think this B grade version of MASTER is going to slower disappear […]
Read More →ASAP reaffirms big jump 4Q supported by robust car rental on holiday season, S-Curve from 51% holding in Changan EV dealership business (Eternity@One), expects 1k vehicles bk during 2 week event, Motor Expo 2023, Nov 30-Dec 11, firms on Bt3.8b FY revenue target, will add 45 showrooms next year. Comment: I’ve enjoyed my conversations w/ […]
Read More →BGRIM cod 140mw co-gen powerplant Bgrim Power Ang Thong 3 (BGPAT3), lift total capacity to 3,970mw from coded project. CHAYO mulls selling IPO of nano finance subsidiary, Chayo Capital (CCAP), up to 25% of paid-up, enable to CCAP to access various form of funding by themselves, flexibility in accessing funding sources, increases growth opportunity thru […]
Read More →What a rubbish market. There’s not much else I can say. But it’s just been a rubbish market. Earnings season done. Will post on it later. But if credit growth is negative/flat, well that doesn’t bode well for the rest of the year, and unless parliament approves a lot of stimuli, this country’s consumer/economy is […]
Read More →Notable Transactions Buy(s) THB 253 mn Sell(s) THB 152 mn
Read More →Bonus 9 (because this country is just such a mess at the moment there’s so much news available)
Read More →AMATA maintains 200 acres industrial land sales in 4Q23F, keeps 680 acres FY target, Bt10.6bn backlog and highlight that it expects more FDI in Thailand and Vietnam to drive earnings next year. Comment: Compared to WHA they’re still rubbish…but they’ll naturally benefit from the incoming FDI into Thailand. AOT’s president urges Ministry of Finance and […]
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