BPP cod-ed 10mw Shirakawa solar projects in JPN, lifts total to 1,007mw, firms on plan to achieve 5,300mw by eo-FY25. DOHOME anticipates FY22 turnaround from positive SSSG 1Q22 supported by shopping tax rebate stimulus, wider margins from improved product mix & new distribution center, sets Bt2.5b capex to add 5 stores this year. Comment: At […]
Read More →ASIAN: maintained 10% FT21 revenue growth target >Bt9.4b, supported by Pet food & frozen food export sales volume as demand grows on improved purchasing power, mulls listing canned tuna & fish meal producer subsidiary, Asian Alliance (AAI), on SET next year. CENTEL sees FY22 EBITDA turns positive supported by recovery F&B operation, expects hotel RevPar […]
Read More →AAV resume domestic flights today Comment: Reopening trade done for this name. There should be talks of recap coming again before the end of the year. BAM maintained Bt17b FY21 revenue target, eyes Bt4.2b cash collection in 3Q & Bt6b in 4Q post reopened, launch installment campaign & digital marketing to boost sales, sets Bt10b […]
Read More →Notable Transactions Buy(s) THB 30 mn N/A Sell(s) THB 341 mn STARK – This was a massive amount of warrants moved. SRICHA – 1% of total shares sold (block?) by one of the Directors
Read More →ADVANC firms on plan to expand 5G coverage, sees mass data package upgrade for surging demand for distance learning and WFH, add bundle pkg 5G, BB and wifi to draw more subscribers. GLOBAL upbeats 2Q earnings from higher sales yoy, wider margins on building mat thanks to higher steel price and tailwind from online sales, […]
Read More →BCP: SSO cuts holding by 0.0802% to 14.9595% of total outstanding on May 5. IVL sees positive growth momentum 2H21 from recovery global demand for PET, IOD & gasoline, expects full year PET spread remained high from healthy selling price due to low output from China, sets US$1b capex to revamp plants, recycling business and […]
Read More →AUCT: anticipates recovery traffic at auction yard 2Q onward as repossessed vehicles mounting on third wave of pandemic, expects wider margins this year from lower SG&A and online auctions, upside from partnership with leasing & distressed assets management partners (ECL & CHAYO). Comment: CHAYO is the interesting play here, they have access and now a […]
Read More →ADVANC keeps 2-5% revenue growth target this year, sees benefit from 5G, helping healthcare sector to weather the covid storm Finance Ministry extends jet fuel tax cut to Bt0.20/liter from the April 30 expiration to December 31, positive to AAV, BA and AOT. ILINK reaffirms solid 1H earnings from strong network installations rev supported by […]
Read More →AJ: local fund, BBLAM, bought big-lot 20m shares from management, sees growth potential from packaging business & upside from JV packaging unit with SCC in Vietnam. Comment: And that explains the big sale. BBLAM typically has done quite well with these type of positions. GULF to tender for INTUCH at Bt65 (last done Bt58.5) after […]
Read More →Notable Transactions Buy(s) THB 9.8 bn BJC – And the family continues to adjust their corporate holdings ACG – I’m assuming its the same as what’s occurring in BJC, i.e. a switch in family holding structure from personal to corporate. The company is a Honda automotive distributor. SO – The CEO and CFO bought up […]
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