BANPU to open subscription for RO from September 6-17, 3:1 @ Bt5/share, subscribers will also recovery BANPU-W4 1:1 & BANPU-W5 1:1. Comment: Curious to see where the share price ends up post recap. BBL sits on an unrealized gain worth Bt4,580m from its stake in GULF, after GULF share price high record high. Comment: All […]
Read More →AH sees better 4Q as a shortage of semi-cons eases and auto production picks up, while 3Q may be softer QoQ due to supply shortage issues and outbreak, but keeps this year 15-20% sales growth forecast. Expects 90% of employees to be vaccinated within next month from 76%. COM7, CPW, SYNEX are expected to be […]
Read More →AAV to suspend all domestic flights from July 12-31, while BA cancelled 5 domestic routes from July 13-31. Comment: Well that’s amusing….government has done a great job at killing demand (and local businesses) AOT extends 50% cut in landing and parking for airlines until September. BJC upbeats 2H earnings from health care division from strong […]
Read More →BGRIM in collaboration with Siemen Energy to develop digital production control process for co-gen PP total 10 projects with 1,294MW capacity. Comment: They’ll control the power supply in multiple countries, what is that worth? DTC: ticker change to DUSIT, co., name remained unchanged, effective tomorrow. Comment: Is this what is driving the share price movement? […]
Read More →*Effective 1 July SET announced SET50 and SET100 rebalance for 2H21: SET50: Ins : IRPC, KCE, STA, STGT. Outs: AWC, BAM, TOA, VGI. SET100: Ins: AAV, ICHI, NRF, PSL, PTL, SINGER, STGT, SYNEX, TKN. Outs: AWC, BPP, EPG, GFPT, MBK, TOA, TPIPP, TTW, WHAUP. sSET: 34 securities consisting of: Seven Utilities and Power pcl (7UP), […]
Read More →AH anticipates positive momentum carry thru 2H from strong parts order from domestic & oversea clients, higher utilization rate yoy, target margins within 10-12%, aims to catch ride on EV boom via MG car dealership business. Comment: Look at the leasing companies in EU and the US. They retired their fleets last year due to […]
Read More →MSCI Global Standard Indexes Additions: Carabao Group Public Company Limited (CBG) SCG Packaging Public Company Limited (SCGP) Deletion: KBANK-F shares Total Access Communication Public Company Limited (DTAC) MSCI Global Small Cap Indexes Additions: Absolute Clean Energy Public Company Limited (ACE) Precious Shipping Public Company Limited (PSL) Regional Container Lines Public Company Limited (RCL) Siam City […]
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 →EKH mulls opening Cannabis medical clinic, in operation next year. Comment: This nation will never have another fight, everyone will be too relaxed and stoned. GUNKUL’s got credit upgraded by Fitch from BBB to BBB+, while subordinated debt rating to BBB from BBB-, reflecting higher cashflows from PP business. MBK’s 6.068m new shares from conversion […]
Read More →ASIAN assures hygiene of 2 food plants in Samut Sakhon seaside province, control measures and tracing record applies to every person, banning entry of anyone, until Jan 4, 2021, with exposure to shrimp market since December 1. Comment: Sure, lets see what happens to the pricing of the food when supply declines as a result […]
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