ANAN sees recovery in real estate business in 2H, plans 6 new launches worth Bt21b in 2H. Comment: When the situation goes from $hit to just bad, watch this share price run. Despite the iffy management. BRI booked Bt250m presales from 3 projects, launched late Aug, to launch Bt1.2b Grand Ku-kod station in September, firms […]
Read More →BJC mulls adding Covid medications via 146 branches of Pure Pharmacy and Siri Pharma nationwide after National Communicable Disease Committee allowed hospitals, clinics & drug stores can procure Covid medicines from September 1. Comment: Coming to you from the family whose insurance company screwed over their customers TH meat producer, Betagro, to raise Bt20b (US$554m) […]
Read More →Europe is screwed economically, done. But SE Asia…peak currency weakness? Equity markets doing alright, look at TH, barely moved this year, granted it didn’t go anywhere for 5 years…but FDI is picking up in this country (China is bad for business, finally people have realised this…), tourism figures are already back to the pre-wuflu run […]
Read More →Notable transactions Buy(s) THB 235 mn SEAFCO – Family members of SEAFCO’s founder buying shares from?? Total volume is close to 5% of outstanding shares. JMART – Founder keeps buying, wonder what he has in store for next year… LALIN – Family member buys BANPU – Rather large purchase of the warrant. Sell(s) THB 167 […]
Read More →Panel sets average rate hike at 5%: The national wage committee has finalised hikes in the daily minimum wage by an average of 5.02% and the new rates, which include a hike of 22 baht in Bangkok and its surrounding provinces, are expected to take effect in October. Bangkok Post Export growth rate eases amid […]
Read More →AMR secured Bt214m underground wiring projects, boosting backlog to Bt2.1b, firm in Bt2b revenue target this year, after MOU with AJA into e-bike business, target 30 EV battery swap locations by end of year. AUCT sees recovery traffic at auction yard after Finco’s debt moratorium ended 1H22, hiked entry fee for passenger vehicles to Bt10k/unit […]
Read More →AOT is expected to gain 6.5m passenger after adding 3 airports to management (Udon Thani, Krabi and Buri Ram), translated to 5-6% profit upside, Tabloid. Comment: Thailand’s airport system is actually rather fantastic. Go fly around Europe or the US, a shambles in comparison. BAFS sees clear sign of recovery this year, sets 3,000m liter […]
Read More →AH keeps 30% FY22 revenue growth target, maintains GPM within 10-12% range, strong auto parts orders for new launch models, new clients in Africa & Argentina, improved operation in Vietnam & Malaysia plant and auto dealership business to boost earnings, study new products to shift from chassis production to EV parts. Comment: Should that forecast […]
Read More →AAV confirmed opening of 2 new routes to AU, BKK-Melbourne (3 weekly flights) & BKK-Sydney (4 weekly flights) from December 1 to capitalize on holiday season. Comment: Looks like AAV is going to start eating up the market share from the main carriers. ASIAN announced pre-emptive right for existing holders for IPO subscription of pet […]
Read More →BCH keeps Bt17b FY revenue target supported by recovery domestic & international patients traffic, contribution from social security patients & specialty clinics, upside from Covid vaccine sales as government stockpile depleted. Comment: Not sure why we still need these flu shots… BEC mulls expand in-house studio to boost contents production, reduce costs and save time, […]
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