HTECH expected its product “cutting tools” will gain more order from hard-disk drive, data center, expecting to increase its capacity 3-4 folds from current capacity as well as sales revenue to grow 10% this year Comment: They were supposed to be the beneficiary of crypto miners, but that story appears to be finished. GUNKUL to […]
Read More →ASW reports Bt3,250m 1Q22 presales, or 33% of its Bt10b this year target, to launch 3 more projects in 2Q worth Bt3,180m, for a total of 7 worth Bt12,400m this year. Comment: A relatively new IPO, as a mid-size developer, being listed has helped to raise capital just before covid hit, perhaps will be a […]
Read More →So, covid + russian/ukraine = the SET above 1,700. No surprises here. DTAC&TRUE vote is this week, probably going ahead, this government nor its institutions wouldn’t dare go against CP.
Read More →All eyes on China: New lockdowns in key industrial cities are causing a rethink about global supply chains. China’s zero-Covid policy has lasted for nearly two years and faced a tough challenge last week as a flare-up triggered fresh lockdowns in several industrial cities in hard-hit northeastern Jilin province and southern technology hub Shenzhen. Bangkok […]
Read More →ADVANC’s written to the NBTC to express opposition to the planned merger of its rivals TRUE and DTAC, according to a source at the regulator. Comment: The letter probably said this “we don’t want to be the #2 player, it hurts our ego” AMATA’s board approved land investment in Laos, will start develop industrial estate […]
Read More →7UP appointed former police commissioner, Somyot Poompanmoung, to be chair of the board, effective March 30. Comment: Oh happy corruption times, what share transfers, business transfer etc etc are we going to see here. HENG target 30% loan growth, Bt12b loanbook target by end of year from Bt9.2b FY21, will add 100 branches to expand […]
Read More →DHC VNKWE Beteiligungen AG bought 420k DHC shares on Mar 28, thus increasing its stake from 13.89% to 14.49% (10.14mn shares). Comment: They make boxes and cartons, think that it’s the VN equivalent of UTP, and they’ve shown the same revenue/profit growth trends. FLC VNFLC Chairman Held by Police for Alleged Stock Manipulation: Police investigation […]
Read More →CIVIL sees higher than expected revenue growth to Bt10b, from Bt6b earlier forecast, and from Bt5b last year, seeing resumption of projects and constructions after 2 year hiatus during covid, eyes participating in bid for Bt14b Kratu-Patong expressway in Phuket. EA to gradually deliver 800 E-bus in 2H22, after acquiring Smart Bus, while setting Bt2b […]
Read More →BGRIM target to wrap up 2-3 oversea PP deals with 100-200MW capacity by eo-1H, in collaboration with TRUE to develop digital innovation for power business, by focusing on commercial buildings and IEs. Comment: The power monster of the region. BH: BBLAM cuts holding by 0.3141% to 4.1736% of total outstanding on March 24. CPF’s exported […]
Read More →AH anticipates solid 1H from strong auto parts orders & MG auto dealership operation thanks to PHEV sales & BEV stimulus, firms on 30% revenue growth target. ASK sees 1Q22 loan growth +20% yoy driven by commercial vehicles hire-purchase, target FY22 new loans >Bt36b-38b, NPLs below 3%, stretch term loan to assist clients. Comment: They […]
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