BRI in talk jv landlord to develop SDH project, aims to boost ROE & ROA from cost saving on landbank, maintain full year launch plan 20 projects total Bt22.5b. Comment: Wow…that’s 2x market cap, they’re still somehow able to continue expanding…I’m not sure how many non-related land owners are willing to partner with a developer […]
Read More →AP’s 1Q presale reached Bt11b, Bt41.4b backlog, sees momentum into 2Q with 17 projects worth Bt22.1b. BCP to expand its energy logistics business thru its unit, BKK Fuel Pipeline and Logistics (BFPL), to provide oil transport services thru pipelines. Comment: Where pump? Let’s see after 1Q earnings, the market is looking weak. BGRIM debuts 1st […]
Read More →Notable Transactions Buy(s) THB 1.4 bn Sell(s) THB 23.5 bn
Read More →Notable Transactions Buy(s) THB 40 mn RS – And he’s still buying it up Sell(s) THB 145 mn ZIGA – Strange strange company, somehow this steel player is going into Cannabis too. But hey the CEO offloaded a huge amount of stock.
Read More →Here’s the headlines from companies during the holiday period – no comments Stocks in the news (crd, itel, ktb, ktc, maco, meta, ocean, ptt, tasco) 24.12.18 CRD CRD expects many jobs next year, especially from private entities. Management targets revenue of Bt1.6-1.8bn next year from the expected Bt1.3bn this year. It expects backlog to reach […]
Read More →AEONTS AEONTS expects loan growth of 5% in FY2018. In 1H18FY, it has already provided loans of Bt52bn. It plans to launch promotions to stimulate spending during the yearend festivities. It has entered Myanmar, Cambodia and Laos and expects loans to reach Bt13bn in FY2020, pushing foreign revenue up to more than 10% of total […]
Read More →AOT Ministry of Transport has given AOT one month to finalize the project to manage four airports to be transferred from the Department of Airports. The proposal will then be sent to the cabinet for approval. If the project is approved, the transfer of operations of these airports to AOT will be completed within one […]
Read More →BGRIM BGRIM is expanding its investment in CLMV; it set up two subsidiaries in Cambodia for the power plant and transmission wire business. It expects to sign an MOU for a project in Vietnam in 1Q18 and expects a project in Malaysia to be finalized in 3Q18. (Thun Hoon, 26/1/18) Comment: Out of all […]
Read More →AOT AOT says 1QFY18 (October-December 2017) passengers grew far better than its expectation of 14%, as the number of international travelers rose significantly after the removal of the ICAO’s red flag. AOT is going to adjust its estimates. (Khao Hoon, 3/1/18) Comment: Over the LT this company will still continue to perform given the continued […]
Read More →CENTEL CENTEL has budgeted Bt1.2-1.5bn to add more stores and to invest in hotels and it plans to continue making new deals to acquire businesses. It projects 2018 occupancy rate will be at least 82% and revenue from its food business will grow by 7-8%. (Thun Hoon, 21/12/17) CK CK is going to bid for […]
Read More →