BE8 secured Bt100m contract from Thailand Post for software installation and consulting on digital transformation. Comment: Software is eating Thailand. CHO to complete transformation to tech company next year, sees turnaround next year, supported by EV taxi. Comment: Wait what? CRC is set to spend Bt4.5b to purchase the majority of shares of Porto Worldwide, […]
Read More →BCH said Omicron can be easily spread, but is not as severe as Delta, while can be detected by PCR, firms on 104% revenue growth target next year. Comment: I find it incredible how everyone has become an expert on the R0 and impact of the Nu Variant (sorry Omicron) since last Friday. EA’s lithium […]
Read More →AEONTS reports 2Q21np (end of Aug) at Bt678m, -29.8% yoy; missed Bt1.09b consensus, pays Bt2.5 dps, XD Oct 18. Comment: “Ruh Roh” KBANK to cut loans to coal-fired power plants, target carbon free by FY30. Comment: Idiots. But this is more PR than anything else, when was the last time Thailand had a serious launch […]
Read More →Notable Transactions Buy(s) THB 202 mn JMART – And he’s still buying shares in the market. Some say he’s artificially supporting the share price, others say he believes in the potential of the group. XPG – The Chairman subscribed via the RO. Sell(s) THB 263 mn TEAMG – Sale by the founders/shareholders to SCC. PPM […]
Read More →CPW maintained 20% FY21 revenue growth target supported by new IT & gadget products launch during the year, larger contribution from online sales, wider margins from IoT & smart home products. Comment: A C-grade version of COM7 ECF sees recovery in furniture mkt on seasonal and weak THB, while Minbu solar PP in Myanmar have […]
Read More →DMT: tollway operator, Don Muang tollway, debut IPO 140m shares at Bt16 apiece. Comment: Nothing sexy here, though perhaps they could make a story in the future about setting up an infrastructure fund with this asset. PTTEP: upbeat 2Q earnings from higher average gas sales volume above 416kbpd supported by Oman block 61 projects, targets […]
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