ARIP confirmed IT event schedule, Commart expo, on August 20-23, launches products showcase to accommodate new normal lifestyle.BJC revised up White Group (WG) tender price to Bt187.67/share from 185.44. Comment: Finally delisting WG? Given the free float is less than 7%….why not….although if I were BJC/WG I would look to use this vehicle to raise […]
Read More →ADVANC in 70:30 JV with SPI to set up Saha Advance Network (SAN) with Bt30m registered cap, offering fiber optic and ICT infra within SPI’s industrial estate and EEC area. AMA target to lift biodiesel transport revenue to 15% of total revenue from 11% last year, sees solid turnaround 2H from higher traffic from improving […]
Read More →Effective at the close of Fri (Jun 19). FTSE SET Large Cap index: +CRC & DIF FTSE SET Mid Cap index: +ACE, BAM, IMPACT, LH, MINT, TQM
Read More →AUCT expects vehicles traffic recovery in 2H as banks need to auction repossessed cars to purge NPL before end of year. Comment: The buyers are typically the second hand tents. Do note that even if second hand car prices decline tremendously it does not affect AUCT as their business is fee-based. BCPG sees 20% growth […]
Read More →ADVANC reports usages of Office 365 exceeding 217m times in a week, as demands for Work and Study from Home surged.NBTC, in collaboration with five mobile operators, is offering 100 mins of voice calls for 45 days as part of public assistance during the outbreak. ADVANC sees 4% hit on revenue, Tabloid. Comment: I’ve applied […]
Read More →BCH upbeats 1Q revenue from surging Covid-19 test traffic at 100-150 cases/day, firms on plan to open hospital in Aranyaprathet province in May. Comment: I think that most hospitals outside of BDMS and BH are going to do quite well. Although if factories are closed then perhaps you’ll see a drop off in the hospitals […]
Read More →MAJOR sees sharp fall in 1H20 profit on outbreak, as several movies had delayed premier, including Fast & Furious 9 and James Bond, cutting revenue projection down 17% to Bt8.8b, the lowest in 4 year. Comment: All the major movies are going to be postponed, perhaps this will accelerate the move to digital further by […]
Read More →Notable Transactions Buy(s) THB 173 mn ACE – Well the news is that the father/husband of this group, is a police man (well known) and has lost his key position in the police force. Of course the company announced that there is no impact on the business, and the key shareholders have bought back a […]
Read More →AMANAH reaffirms big jump 4Q from strong demand for credit on holiday season, larger coverage from branches expansion and lower LLP after shift strategy to seize vehicle instead of settle with debtors on hire-purchase default AMATA signs JV Spore partner, Surbana Jurong Infrastruture, to provide consultancy service for entire projects under Amata Group. Comment: I […]
Read More →AH sets >10% revenue growth target next year after stripping off SAGUSA and oversea sales growth, firm on 10% revenue growth target this year, albeit lower yoy. Comment: Hmmm I wonder acquisitions they will try to pull off next AMATA expects IE land sales momentum carry thru FY20 driven by transfer of backlog at Amata […]
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