Notable Transactions Buy(s) THB 202 mn JMART – And he’s still buying shares in the market. Some say he’s artificially supporting the share price, others say he believes in the potential of the group. XPG – The Chairman subscribed via the RO. Sell(s) THB 263 mn TEAMG – Sale by the founders/shareholders to SCC. PPM […]
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 […]
Read More →ANAN target Bt8b transfer in 2H from completion of 5 condos projects total Bt21b, 7 ready to move in projects 90% booked account for Bt20b. Comment: The question for prop co’s have been 1) GPM impact 2) Shift to low rise vs high rise and how they’ll manage this. BCPG & TEAMG win district cooling […]
Read More →FTSE rebalance today may see as much as Bt3.6b outflows, after FTSE All World cuts SET weighting to 2.98% from 3.05%, while FTSE SET index sees additions in CRC, DIF, ACE, BAM, RBF. ADVANC signed JV Saha Pathana Group to develop fiber infra to expand corporate BB, data center, 5G solutions and cloud services for […]
Read More →AWC’s retail portions were fully subscribed and Institutional portion is expected to be snapped up during October 1-3 as well, tentative trading sets for October 10. Comment: I doubt you’ll see big numbers on the first day for AWC, its a massive IPO… BAY will apply 70% DSR on personal loans and credit card applicants […]
Read More →ADVANC secured exclusive right to broadcast Tokyo Olympic 2020 on mobile-pay, iPTV and Internet Comment: A slap in the face to TRUE! Then again other than the 100 m sprint, I’m not sure what other Olympic event people tune in to…but this is just further evidence of the changes seen in the media industry AEONTS […]
Read More →ALT ALT in JV with RATCH in underground cable optic investment. ANAN ANAN to spend up to Bt8b to buy land for the development of 10 residential projects worth Bt38b +42% yoy, Bt36b presales +14% yoy, and Bt36b +9% transfers, to focus more on mid to upper-end segment. Comment: Fact remains, last year they hit […]
Read More →BEM BEM reported 3Q18 earnings of Bt3.12bn, +231.8%YoY, mainly from asset write-off. 9M18 profit was Bt4.83bn, +104.4%YoY. Revenue from tolls was Bt2.56bn and revenue from power plant was Bt1.22bn. (Thun Hoon, 12/11/18) Comment: Big BOOM! BGRIM BGRIM reported 3Q18 earnings of Bt795mn, +40%YoY, driven by growth in commercial operations of its power plant. It will […]
Read More →AMATA AMATA targets land sales of 925 rai in 2019. It plans to build a new industrial estate and Laos and Myanmar. It is working with SCC and Dow Thailand Group to build the first recycled plastic road in Amata City Chon Buri. (Kao Hoon, 5/10/18) Comment: So the EEC news has driven the share […]
Read More →BGRIM BGRIM was awarded the first phase of a 145MW hybrid power plant project in U-Tapao international airport area worth Bt3.6bn. It expects IRR of more than 10%. It expects to start commercial operation in Jan 2021. It expects to be awarded the second phase of 135MW electricity production capacity and value of Bt2.3bn. (Kao […]
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