BIZ BIZ signed a contract to sell cancer treatment machine, a Low Energy Medical Linear Accelerator, to Chonburi Cancer Hospital for Bt98.60 and contact period of 300 days. This raises its backlog to Bt1.36bn. (Thun Hoon, 16/1/18) Comment: If that is the case and the firm maintains it’s NPM @ 10%, then its at 10x […]
Read More →AAV Srivaddhanaprabha family sold back 1,761.58mn or 36.30% of AAV shares to Mr. Tassapon Bijleveld FOR Bt4.70/share, which give it a profit of approximately Bt880mn. After the sale, Mr. Tassapon holds 41.32% and is going to do a tender offer, pricing the shares at Bt4.70. (Khao Hoon, 28/12/17) Comment: Wait they did what? Why buy […]
Read More →BAFS BAFS has budgeted Bt500mn to add more fuel trucks in order to expand refueling points in the airport. It targets 2018 revenue to grow by 3% from 2017 projected revenue of Bt4.4bn, as demand has risen. It believes 4Q17 results will be outstanding as it enters high season. (Thun Hoon, 27/11/17) Comment: With the […]
Read More →Notable Transactions Buy(s) THB 372 mn SPALI – A switch between the warrants and the underlying shares by the major shareholders GIFT – A drop in the share price led to the founder coming in strongly Sell(s) THB 369 mn SPALI – See above
Read More →ADVANC ADVANC says the purchase of CSL shares creates synergy both in terms of revenue and cost reduction and will also strengthen its high-speed internet business. It says it will look at the regulations for the bidding for the 900-1800 MHz spectrum before making a decision to join. Its 2018 investment budget will be lower […]
Read More →BIZ BIZ plans to launch a specialized cancer hospital collaborating with five specialists in cancer in order to expand its customer base and attract foreigners in tandem with the upcoming EEC. It targets Bt100mn revenue per year. It is preparing to negotiate 3-4 deals for the sale of cancer treatment machines worth Bt500mn next year. […]
Read More →BBL BBL partners with AIA for business collaboration agreement for 15 years, allowing BBL to be able to offer AIA’s life insurance products through its network and other service points all over the country. (Thun Hoon, 16/10/17) Comment: This is a big middle finger towards BLA. So either you think that BBL is doing this […]
Read More →IVL IVL reports that it signed a contract to purchase DuPont Teijin Films (DTF), a world leader in BOPET (Biaxially-oriented Polyethylene Terephthalate) and PEN (Polyethylene Naphthalate) production. (Khao Hoon, 11/10/17) Comment: And the acquisition juggernaut that is IVL continues. QTC QTC is going to issue 70mn new ordinary shares for PP priced at Bt13/ share, providing funds […]
Read More →AMATA AMATA partnering with Sweden’s SAAB AB to launch AMATA Aerospace City. This will be a “smart city”. It expects to become a leader in the development of local area and industrial area in Thailand and Asia into effective and sustainable industrial hubs. (Thun Hoon, 5/10/17) Comment: Wow things are actually moving down there, perhaps […]
Read More →BIZ BIZ plans to sign contract for distribution of new cancer radiation treatment machine in October. It expects to increase projects in hand to Bt1.3bn and also plans to get 3-4 new projects, worth Bt400-500mn. It targets to sell at least four machines. It also says that many domestic and foreign funds have expressed interest […]
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