ATP30 anticipates positive earnings momentum thru 4Q from recognition of 4 new corporate employee shuttle contracts, adding 10 e-bus to save fuel cost, firms on 10% revenue growth target. Comment: A great step up business. SCC forms venture with Japan chem partner, Denka to estimate acetylene black production plant used for battery terminal production to […]
Read More →AAV’s introducing new direct flights between BKK-Kaoshsiung, Taiwan to boost tourism in key city, enhance traffic between BKK-Chiang Mai route starting Feb 24. NBTC board approved ADVANC’s takeover of TTTBB, as expected, subject to certain safeguards to protect consumers, such as keeping the lowest-priced pre-merger package available and ensuring service quality and price packages are […]
Read More →Wow. Any company that’s knocking it out of the park with this quarter’s earnings aren’t even moving. Those that miss just slightly, get sold off hard. Rumours throughout the local instis and retail investors that HFT Funds are naked shorting the market down. And despite my comments that if any broker was found to execute […]
Read More →Notable Transactions Buy(s) THB 3 mn Sell(s) THB 6.9 mn
Read More →Week 06/11 – 10/11 fpt.vn, nvl.vn, pc1.vn, pdr.vn, stb.vn, vcg.vn, vic.vn, vjc.vn, Company FPT VN: announced the acquisition of Cardinal Peak – a 20-year-old technology service provider in the North American market. Comment: As a friend mentioned at lunch time, “Of course they are winning business in North Asia, the Japanese don’t want to work […]
Read More →Bonus 5:
Read More →COCOCO reassures 30% full year revenue growth target driven by large customer base in 90 countries, vast coconut products coverage from canned coconut milk, juice, snacks & ready-meal under Thaicoco & Cocoburi brands, upside from pet-food, plant-base food and plant-based butter. Comment: One question still in the back of my mind is, what is the […]
Read More →AP maintains aggressive launch plan in 4Q, total 23 projects worth Bt35.74b comprise of 11 townhome (Bt11.05b), 9 SDH (Bt16.45b), 2 condo (Bt7.3b) & 1 upcountry projects (Bt940m), will kick-off presales of Bt2.3b condo 29 storey 593 units, Aspire Vibha-Victory, on double day 11.11. Comment: The decent listed players are doing far better than most […]
Read More →AAI upbeats 2H outlook from lower tuna & wider margin from improved product mix & lower SG&A, in talk 2 department stores in the US to supply private label pet food, expects to wrap up by end of year, eyes 15% FY24 revenue growth target. Comment: Well, let’s see when the 3Q figures are out […]
Read More →NBTC board is likely to approve ADVANC’s proposal to takeover TTTBB on Nov 10, Tabloid. ADVANC’s launching 2 services 5G boost mode, offering network on demand, full speed of 5G for 3hours, target livestream & gamer, will debut Microsoft Team Phone early December. Comment: So GULF I mean, *someone*, has decided to raise a kerfuffle […]
Read More →