ADVANC: completed acquisition of Triple T Broadband (TTTBB), also completed purchase of invest units in JASIF which now own 19% stake in the fund. The settlement value of transaction adjusted to Bt 28.37b from 32.42b, according to filing. AMATA: completed entire business transfer related to utilities & service biz for industrial estates to AMATA U, […]
Read More →Total Logistic (ETL), on SET instead of MAI to accommodate future growth. Comment: The market’s in a pumping mode. JMT said 1st two months of 3Q operations were on track, firms on 30% revenue growth target this year. Comment: There is zero issue for JMT to get NPLs, there are only 2 questions 1) Cost […]
Read More →AMA adds 40 tank trucks to accommodate rising demand for petrol, biodiesel & veg oil transport, keeps 1.4m tons full year transport volume, 12-15% full year revenue growth target. Comment: That’s a increase of 25% of their existing truck fleet. ARIP sees Bt3b circulate from organizing Commart fair Jul 6-9, upbeats 2H outlook from strong […]
Read More →AH’s board approved acquisition in 60% of Malaysia auto parts maker, an affiliate co., of Proton Group, Advance Vehicle Engineering Global (Avee) for up to MYR41m (Bt312m) to support overseas expansion. Comment: Hopefully not to supply to Proton manufacturing… CPNREIT to renew lease of 2 malls, Central Pinklao (15 years) & Central Rama 2 (30 […]
Read More →AOT mulls speeding up Bt130b mega projects under new CEO, including expansion at Suvarnabhumi airport’s terminal, southside aero logistic park, Chiangmai 1st phase and Phuket airport 2nd phase. Comment: Mulls? Wtf are these donkey kongs doing up there, Thailand is going to be overflowing with mainlanders and indians within the next 12 months. HUMAN is […]
Read More →ASW in 51% jv with Japan’s Takara Leben to develop a condo projects worth Bt1.35b under KAVE brand near Kaset Uni, their 2nd jv. BGRIM coded 140mw Amata Bgrim Power (ABP1R) co-gen power plant on Nov 29. BJC upbeats 4Q earnings from positive SSSG at Big C hypermarket, surging traffic at mini Big C on […]
Read More →ASK keeps Bt37b FY loan target after logged Bt18.14b in 1H, improves debt service ability and high seasonal in 4Q to boost earnings. Comment: And because of their product/customer base, NPLs are not going to mimic what has been seen in the motorcycle space BA reaffirms Bt8b revenue target this year, 2.6m passengers, on tourism […]
Read More →Notable Transactions Buy(s) THB 452 mn GUNKUL – Just look at how much he’s bought over the past 2 months JMART – Wow, adisak still pounding the table buying back his shares ITEL – A rare one, son/MD is buying. SUPER – And he’s still buying Sell(s) THB 636 mn APCS – There’s a new […]
Read More →Notable Transactions Buy(s) THB 422 mn GEN – The CEO, becomes the largest shareholder increasing his stake by +15%. NATION – There’s a new major shareholder in town at this fledging paper. SPALI – Husband & wife keep buying. SUPER – CEO keeps buying, he’s been doing so non-stop for years. Sell(s) THB 70 mn […]
Read More →JAS: vulnerable from 32.8% holding in JTS as share price -82% from peak at Bt594 in April to current px at Bt104/share following crypto rout, Tabloid. Comment: What’s amusing that is JAS didn’t move when JTS’s share price was at 400, however now that JTS is in the process of finishing its christmas tree chart, […]
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