BBL: SSO cuts holding by 0.1047% to 4.9202% of total outstanding on Feb 23 Comment: Silly – banks are going to rock and roll with their EPS figures for the next 12 months. EP’s 160mw wind farm projects in Vietnam on track to cod by eo-1Q, in talk partners to invest in 1,500mw gas-fired pp […]
Read More →Ascend Money, a digital payment and financial service unicorn of CP Group’s online business arm Ascend Group, has set its sights on becoming a top three player in the segment within Asean and is looking to expand its foothold in South Asia. Comment: They will look to go public at one point. BGRIM to enter […]
Read More →Central Group expressed interest in Selfridge takeover, was working with Citi on deal, SKY news. Comment: They are going to eat the retail world in Europe at this rate, though I don’t see Central group paying above “fair prices” JWD anticipates FY21 revenue exceed Bt5b target after registered rec high for 3 consecutive quarter, will […]
Read More →ALT reaffirms solid 3Q from revenue recognition of smart meter projects for Provincial Electricity Authority (PEA), expects to secure additional private PPA solar rooftop as demand for energy saving grows among corporate, SMEs & developers. HTECH sees 100% yoy jump in profit this year to Bt132m, boosted by strong demands from EV related , expecting […]
Read More →AOT: Thai Smile to resume Phuket-Hong Kong route, 4 weekly flights (Monday/Wednesday/Friday/Sunday) from July 2. Comment: Initial travelers are going to be all over the local news, and then disappointment will set in as the figures are lower than expected, and then it will ramp up faster than the infrastructure can manage. BAM sees 2Q turnaround […]
Read More →BCH’s confident covid tests could reach 500K in 2Q, after 300K tested in April-May, vs 390K in 1Q, while the country’s doubling of Moderna quota to 10m doses should also help boost 3Q earnings. Comment: And they are increasing the fee’s for the COVID patients. CCET to temporary halt operations at Petchaburi plant from May […]
Read More →KTC expresses interest in bidding for Citi’s consumer loan port. Comment: At the end of the day, I suspect that citi will be disappointed by the bid offers from the local incumbents as there should be overlapping in the customer base. PR9 accepts booking for Moderna vaccines, expected to arrive in July at the earliest, […]
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 →BANPU expected to report after market shut, Bt993m consensus. Comment: Commodities – Let’s see what the #’s are. What a busy week it is. GPSC reports 1Qnp @ Bt1.97b, +25% yoy, thanks to higher profit sharing revenue from Xayaburi hydro power, gains from disposal of Global Renewable Power and dividend income from RATCH, Rayong Waste […]
Read More →ASW, real estate developer, Assetwise, debuts IPO 206m shares at Bt9.82 apiece, ASP leads Comment: Does it make sense for the pop on a fundamental level? NO! But on a funnymental level, oh hell yeah. Small float, retail investors back and active. BAY’s adding more health insurance products on shelf, aiming to boost fees from […]
Read More →