ANAN reported disposal of 5 services apartments for Bt2.54b, expects positive transfer momentum carry thru 2H from Bt28b ready to move inventory, additional Bt11.9b scheduled to transfer next year. Comment: They still have their stake in DUSIT to dump who wants to go bid for it? BKIH: BBL cuts holding by 0.2066% to 9.9939% on […]
Read More →BA ranked 1st World’s Best Regional Airlines 2024, which includes airlines operation domestic flights or internatioanl flights traveling < 6 hours, also ranked 27th in the list of the World’s Top 100 Airlines 2024 recognized by global benchmark of airline standards, Skytrax Star Ratings. BAM sees 2Q turnaround from improved cash collection aft logged Bt4.5b […]
Read More →There’s a lotta market stuff out there..but here’s the easy one ..the uptick rule is re-instituted….soo…POS companies can still go to zero – but perhaps don’t be surprised to see the overall market volume decline rapidly as the computers leave… Here’s some news on it “ 1) The qualifications for the non-SET100 securities eligible for […]
Read More →Notable Transactions Buy(s) THB 184 mn Sell(s) THB 146 mn
Read More →Week 24/06 – 28/06 Financials Company: baf.vn, bcm.vn, lpb.vn, kbc.vn, hsg.vn, msb.vn, nlg.vn, nvl.vn, ssb.vn, vcg.vn, vnm.vn BAF VN: the State Securities Commission (SSC) issued a decision to sanction administrative violations in the field of securities and stock market for BAF. The total fine is VND242.5 mn. Comment: What? I thought this was a decent […]
Read More →AAV: launches new route from KL to Chiang Rai northern TH, with 3 weekly flights starting Nov 2. BCPG: is expected to book Bt2.3b gains in 2Q from disposal of Bt10.37b Japan solar project to Denmark-based renewable co., Obton. CBG: reaffirms solid 2Q from robust domestic sales growth supported by market-share gains after competitor raised […]
Read More →ADVANC’s expected to report robust 2Q driven by strong ARPU aft removed low-cost data plans & wider handset margin due to lower handset subsidies, upside from cross selling strategies and sim card sales on tourism recovery. Comment: The telco’s are reducing service quality, cutting costs, increasing fees…they’re going to mint it – their only risk […]
Read More →ILINK upbeat 3Q earnings from robust IT cable & equipment trading, larger clients portfolio, launches high-speed fiber optic cables to meet bandwidth-intensive applications of AI. Comment: Quietly stacking revenue streams PR9 revamps health check-up unit, ER & respiratory clinic to improve services & accommodate larger traffic, estimate overseas marketing unit to expand fly-in patients & […]
Read More →ITD expects to win Bt18.7b 16.2km Chatuchot-Lamlukka expressway project from Expressway Authority (EXAT) on an upcoming official announcement today. Comment: Wait……isn’t ITD a bankrupt panther killer, how on earth could a government agency give this project to them? JPARK: CEO, Santipol jenwattanaphaisarn, sold big-lot 39.9m shares (9.97% of paid-up) @ Bt6.35 total Bt253.3m to local […]
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