CPALL to sell 3 tranches of CD rating A+, interest rates w/in 3.55-4.4% range, open for subscription on Oct 9-11 & Oct 26-30. Comment: It’ll be interesting to see if CP(take)all’s CD’s easily sell out – of course we all expect that it will. CRC to launch wholesale business, GO Wholesale, in Oct to boost […]
Read More →BANPU cuts full year coal sales volume target to 38.2m tons from 42m prior as power producers stocking remain high due to warmer than expected winter, focus on renewable, power storage, energy trading business to diversify earnings. Comment: Wait wait wait….it’s going to be hotter than normal now = higher AC usage = higher electricity […]
Read More →AH expects parts orders accelerate from vehicles booking during Motor Expo event, FY23 earnings remain intact from battery shield & thrust panel backlog order for Vinfast, axle shaft for Ford, maintain 30% FY22 sales growth target, GPM within 10-12% range, target 10-15% sales growth next year. Comment: Vinfast meh…. AGE targets FY23 coal sales vol […]
Read More →Notable Transactions Buy(s) THB 175 mn Sell(s) THB 195 mn
Read More →BKI said long Covid may have an ongoing cost impact on the Thai insurance industry as it could increase the value of claims. Comment: With less competition there comes higher prices BGRIM CODed 140mw BGRIM Laem Chabang 1 (BPLC1R) pp, 30mw power sells to authority (EGAT) under 25yrs PPA, remained capacity & steam sell to […]
Read More →AMR wins conversion of overhead line to underground system for Green line extension (Sukhumvit 81 – Bearing) total Bt216.5m. Comment: People that have lived in Bangkok will not even realise the changes that have been made over the past decade, and the coming 5 years. Now regarding this company, where did they come from? Anytime […]
Read More →AOT: sees earnings at trough cycle, expects FY22 loss narrow to Bt4b from Bt15b loss this year, target 62.3m passenger arrival in FY22 & 116m FY23. CPN: opening 2 malls this week, Central Sriracha on Wed & Cental Ayudhaya on Saturday, reassure FY21 earnings no less than last year. Comment: They are the giant in […]
Read More →CRC’s grocery unit, Central Food Retail, signs up for shopping e-voucher rebate stimulus. Comment: The capital will flow to the big boys. HTECH upbeats outlook from strong HDD exports volume thanks to demand from cloud service, IoT, Data Center, mulls tapping into EV to utilize expertise in cutting tools for high-precision parts. Comment: It’s a […]
Read More →CHG raised holding in Mae Sot Hospital to 90% from 80%. BAFS expects 2% aviation fuel sales growth this year, plans Bt700m acquisition of 13MW solar PP oversea, sees 2H recovery from contribution of recently acquired 34.4mw solar projects bought from PDI in March. LALIN kick-off pre-sales 2 SDH projects next week total Bt1.05b, firms […]
Read More →CPN launches 5 campaigns to boost traffic at malls by 20%, emphasizing on Music Phenomenon during new year-end countdown format. GUNKUL board approved Bt1.47b investment in 50MW solar PP in Vietnam, boosting capacity there to 150MW. INSET secured Bt300m 5G network installation projects, ink deal Jan 21, expects to win at least 3 contracts from […]
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