Market Update 19/03 – 23/03
Just look at the breakdown across all the industries in the past month.
Read More →Tag: Thailand
Stocks in the news (ck, ivl, jas, mbket, nwr, sat, sgp, vibha) 23.03.18
CK CK to use CKP to buy shares of 1285-MW Xayaburi power plant from BEM for Bt2.5bn, lifting its shareholding to 37.5%. It plans to issue a Bt2.5bn bond to pay for the purchase. (Thun Hoon, 23/3/18) IVL IVL partners with Alpek and Far Eastern to set up CC Polymers to buy a PTA-PET factory […]
Read More →Stocks in the news (bcpg, cman, egco, gpi, hmpro, htc, ivl, tacc, thcom) 22.03.18
BCPG BCPG is cooperating with IEAT to develop a “smart grid” in Smart Park industrial estate in Rayong to support foreign investors coming to Thailand. It projects this will be able to generate electricity of 60-100 MW and the investment cost will be Bt40mn/MW. (Thun Hoon, 22/03/18) Comment: Well then another group making a move […]
Read More →Stocks in the news (bpp, dtac, fpi, ichi, ilink, planb, rs, tpipl, tvd) 21.03.18
BPP BPP is going to start commercial operation of 96.5 MW in 2018 and believes its operating capacity will reach 2,789MW in 2023. It plans to set a budget for merger and acquisition of power plants, focusing on renewable energy in Asia Pacific. It says capacity of Hongsa power plant is higher than expected. ( […]
Read More →Stocks in the news (brr, crd, ddd, ete, kool, nok, port, rml) 20.03.18
BRR BRR plans to propose a plan to invest in a premium grade refined white sugar plant to the board in April. It is going to start the production of bagasse products in the end of 2018. It says sugar cane volume in 2017-2018 production season is at 2.9mn tons, which will generate sugar volume […]
Read More →Stocks in the news (ckp, egco, htech, ivl, ksl, loxley, mgt, sc, xo) 19.03.18
CKP CKP is going to start commercial operation of BIC2 in 1Q18, raising its operating capacity. It targets 2018 revenue to grow by 15% backed by upcoming electricity production capacity. It says it is negotiating a deal for a new hydropower project in Laos, which it expects to finalize in mid-2018. It is going to […]
Read More →Market Update 12/03 – 16/03
And the market performance covers to be separated between a few large caps keeping the market positive whilst most other sectors are struggling.
Read More →Management Trades 12/03 – 16/03
Notable Transactions Buy(s) THB 150 mn EA – The founder must believe in his in EV more than the market does Sell(s) THB 6.2 bn BEAUTY – Block sales to institutional investors TU – I’m still rather surprised to see all of this selling by the founder MONO – No surprise here, most likely block […]
Read More →Stocks in the news (bch, bcp, col, coman, ivl, khn, mc, svi) 16.03.18
BCH BCH targets 2018 revenue to grow by 12-15% from last year backed by full-year revenue of higher social security reimbursement and outstanding growth from WMC. It says Kasemrad Ramkhamhaeng hospital is going to open for service in 4Q18 and has budgeted Bt1.19bn for hospital expansion in 2018. (Thun Hoon, 16/03/18) Comment: There’s a lot […]
Read More →WHTW Top 10: 12/03 – 16/03
SEPO said Ministry of transport is developing a minor PPP plan to propose to the PPP committee. This plan involves consideration of mass transit lines in Chiang Mai and Khon Kaen to be included as PPP. Previously, the committee included only Phuket and Korat projects. (IQ Biz, 12/3/18 Cabinet approved additional budget bill for FY2018 […]
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