AOT’s board gave nod to open bid for duty-free pick up counters at Suvarnabhumi and Don Mueang this December. CBG upbeats 2H earnings from new launch Carabao Green Apple energy drink sales, wider margins from in-house canning unit, improved bargaining power, and narrower loss from UK operation, firms on Bt2.3b FY19 revenue target. Comment: So […]
Read More →Notable Transactions Buy(s) THB 26 mn N/A Sell(s) THB 207 mn NOBLE – Another block sold out KTECH – Dead name ZEN – A big sell by the EVP/Director
Read More →AIE sees 2H turnaround from recovery demand for B10 biodiesel on government promotion, eyes 20% revenue growth this year. BEAUTY, ANAN, PSL, TKN, ERW may be taken off the SET100, with the arrival of AWC, Tabloid. Comment: Well 5 companies are not going to be removed because of 1 company CHAYO allots Bt1b budget to […]
Read More →ANAN reports Bt10.915b 1H presales, account for 30% of FY19 target of Bt36b, mulls 8 project in 2H worth Bt27b. Comment: Similar to AP, fantastic presale numbers, if the presale numbers continue on this positive trend then I wouldn’t be surprised to see the sector re-rate towards the end of this year AOT signed contract […]
Read More →AMA sees wider margins from marine transports as oil price dip, will add oil/chemical trucks to expand onshore revenue, firms on 15% revenue growth target. Comment: These shares have been in the news given the price movement this week ANAN expects big jump 2H supported by Bt34.9b backlog and completion of 6 condos projects worth […]
Read More →AP’s 5M19 presales reaches Bt17.5b, mulls 1 new condo projects in June, sets Bt600m for 3 service innovations including home maintenance and security to improve customer satisfaction. DIF to buy Bt15.8b new assets from TRUE by August 19, boosting yield to >7% in 2021. GGC maintain shutdown methyl ester & fatty acid plants from June […]
Read More →Mr. Boonyong Tansakul, Chief Executive Officer March 2019 Please explain the history of ZEN group ZEN Group was established in 1991 and began creating new experiences in authentic Japanese Food with our first restaurant Zen. Since then, ZEN has continued to create new experiences in Japanese cuisines including contemporary Japanese cafes and yakiniku restaurants. Then […]
Read More →ARIP branches out from event organizer & media publication to digital services, aiming to capture demand for turnkey digital platform for corporate, target 10-15% revenue growth this year. BCP target FY19 EBITA growth >30% driven by higher cracking capacity at 115k bblpd +12% yoy thanks to absence of maintenance shutdown, sets Bt14b capex for ethanol […]
Read More →ALT ALT in JV with RATCH in underground cable optic investment. ANAN ANAN to spend up to Bt8b to buy land for the development of 10 residential projects worth Bt38b +42% yoy, Bt36b presales +14% yoy, and Bt36b +9% transfers, to focus more on mid to upper-end segment. Comment: Fact remains, last year they hit […]
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