May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May...

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May 27, 2020 Thai Enquirer Summary Economic News Today the Central Bankruptcy court is set to accept the petition for Thai Airways International Plc (THAI) rehabilitation that is set to be presented to the court today. The rehabilitation plan of the airline is set to include wiping out the current capital base by lowering the company’s par value to 0.01 baht from the current price of 10 baht a piece The move would see that 47% stake of Ministry of Finance (MoF) being wiped out and the MoF could stand to lose 10.44 billion baht The Vayupak fund that holds just over 15% will see its holding in the airline being wiped out by close to 4 billion baht. Despite these reports shares of THAI were up 13% yesterday to close at 4.90 baht a share. As part of the move after the wiping out of the capital, the airline will raise capital and the MoF is set to put in about 30 billion baht as part of the recapitalization plan.

Transcript of May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May...

Page 1: May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May 25 at the Finance Ministry but without Mr Wirat and members of the Saam Mitr Group.

May 27, 2020

Thai Enquirer Summary

Economic News

Today the Central Bankruptcy court is set to accept the petition for Thai Airways

International Plc (THAI) rehabilitation that is set to be presented to the court today.

The rehabilitation plan of the airline is set to include wiping out the current capital

base by lowering the company’s par value to 0.01 baht from the current price of

10 baht a piece

The move would see that 47% stake of Ministry of Finance (MoF) being

wiped out and the MoF could stand to lose 10.44 billion baht

The Vayupak fund that holds just over 15% will see its holding in the

airline being wiped out by close to 4 billion baht.

Despite these reports shares of THAI were up 13% yesterday to close at

4.90 baht a share.

As part of the move after the wiping out of the capital, the airline will raise capital

and the MoF is set to put in about 30 billion baht as part of the recapitalization

plan.

Page 2: May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May 25 at the Finance Ministry but without Mr Wirat and members of the Saam Mitr Group.

Also as part of the move to make the airline more efficient, the rehabilitations

plan calls for the airline to have a strategic partner.

The issue of ‘strategic partner’ was also an issue that was looked into in

2001 when the airline had faced problems but 19-years later the airline

remained in similar position.

https://www.wsj.com/articles/SB990028957963685325

o A link to the story written in 2001

Meanwhile while THAI continues to seek a strategic partner, Minister of Transport –

Saksayam Chidchob, has come out to say that ‘one fine day’ the airline can return to

being a ‘state owned enterprise’.

A statement that could hinder any possible strategic partner from even looking

into the airline

Prime Minister Prayut Chan-o-cha endorsed the appointment of an 8-member committee

to monitor Thai Airways International Plc (THAI)’s operations, performance and

rehabilitation process.

The 8-member committee or the so-called “super board” which will be led by

Deputy Prime Minister Wissanu Krea-ngam comprises:

Former finance minister Apisak Tantiworawong;

Finance Permanent Secretary Prasong Poonthanet;

Transport Permanent Secretary Chaiwat Thongkhamkoon;

Hayatham Promsorn, Director of the Office of Transport and Traffic

Policy and Planning;

Justice Permanent Secretary Visit Visitsora-ath;

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Pakorn Nilapraphan, Secretary-General of the Council of State.

Ruenrudee Suwanmongkol, Secretary-General of the Securities Exchange

Commission;

Praphas Kong-iad, Director of the Office of State Enterprise Policy

Committee.

The House committee on communications, telecommunications and digital economy and

society said it plans to invite Advanced Info Service (AIS), the top mobile operator by

subscriber numbers, the National Broadcasting and Telecommunications Commission

(NBTC) and the Digital Economy and Society (DES) Ministry to explain the incident

involving a major data breach of more than 8.4 million users managed by AIS.

The House committee’s move came following a report of a leaked database

thought to be revealing the internet records of millions of Thais online in real

time, with around 8.4 billion records.

The breach was uncovered on May 7 by security researcher Justin Paine, who

discovered an open ElasticSearch database online which appeared to be

controlled by ADVANCED Wireless Network (AWN), a subsidiary of AIS.

AIS though insisted that a small amount of non-personal, non-critical information

was leaked for a limited period in May during a scheduled test.

Security researcher Justin Paine discovered a cluster of now less than three

servers where databases were left exposed without a password. The database was

actually controlled by AWN. AIS is AWN’s only upstream peer and for all intents

and purposes was completely controlled and used solely by AIS.

Bhumjai Thai Party list MP and deputy chairman of the committee Settapong

Malisuwan did not buy into AIS’s claim and said the committee on

Page 4: May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May 25 at the Finance Ministry but without Mr Wirat and members of the Saam Mitr Group.

communications, telecommunications and digital economy and society and the

NBTC must take the data breach seriously. Dr Settapong said the NBTC which is

operates independently without being supervised needs to upgrade its cyber

security.

In the latest move, the NBTC is said to issue an official warning letter to the AIS

subsidiary, urging it to strictly ensure cybersecurity and data protection.

The Fiscal Policy Office (FPO) sees a shortfall of more than 200 billion baht in tax

revenue collection from 3 tax-collecting agencies-- the Revenue Department, the Excise

Department and the Customs Department.

The Finance Ministry has set its revenue collection target for the 3 tax-collecting

agencies at 2.87 trillion baht, Director-General of the FPO Lavaron Sangsnit as

Finance Ministry spokesman said. However, the forecast is likely to be met after

the 3 tax agencies amassed a combined 116 billion baht in the first half of this

year, around 200 billion baht lower than expected target.

The Association of Used-Car Dealers will submit a letter to the Excise Tax Department’s

Director-General today (May 27) to oppose the Federation of Thai Industries (FTI)’s

proposal for a 50% excise tax reduction until the end of this year to boost domestic

demand.

The Association voiced concerns over the impact of the proposed tax cut on

prices of 2nd

hand cars after the second-hand car market has already been

dampened by the COVID-19 crisis.

The Association said brand new cars will see their prices drop by several of 10

thousand baht if the FTI proposal is materialised.

Shares on Thailand’s stock exchange closed 15.11 points higher or 1.14% at 1,336.09

points, with a trading value of 73.954 billion baht following the global stock markets

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which were buoyed by positive sentiment of a coronavirus vaccine produced by

Novavax.

The Stock Exchange of Thailand (SET) index climbed to its highest close since

early March, in line with most Southeast Asian stock markets closed higher as

further moves to ease the coronavirus lockdowns and hopes of more stimulus

from China boosted sentiment, while the Philippines ended lower even though it

pared steep early losses.

The Thai bourse also had buying pressure from tourism and hotel stocks on the

anticipation of phase 3 easing and tourism stimulus plans, expected in July, to

support domestic tourism.

Deputy Transport Minister Thaworn Senneam has put the brakes on a plan to transfer

four airports under the supervision of the Department of Airports (DOA) to the Airports

of Thailand (AOT) Plc to manage, citing the need to identify whether the law allows the

airport handover to avoid legal complications.

Mr Thaworn cautioned that the handover of the 4 airports which are state assets

to the AOT, a listed company, may violate the law.

Mr Thaworn said he instructed the DOA to hire a consultancy firm to study the

issue.

Political News

Prime Minister and Defence Minister Prayut Chan-o-cha said he is ready to lead 16

cabinet ministers to attend the House’s debate on executive decrees for 1.97 billion baht

loans and the budget transfer bill starting today (May 27). Meanwhile, the opposition

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Pheu Thai Party plans to submit an amendment proposal to 3 executive decrees on

borrowing.

Gen Prayut is confident that he could convince the Opposition to support the loan

decrees to fund all state projects to fight the impacts of COVID-19. The Prime

Minister said all projects financed by the 1.9-trillion-baht loans will be vetted by a

scrutiny committee assigned to look into the loan transparency. He will allow the

public to take part in the scrutiny process of all projects designed to alleviate

hardship facing the public as a result of COVID-19.

Pongthep Thepkanchana, a member of the Pheu Thai strategic committee, said his

party prepares to submit an amendment proposal to 3 executive loan decrees if the

decrees receive approval from the parliament. The party believes that the move

can create confidence among the public that the bills will be less prone to

corruption, as Pheu Thai’s amendment proposal will allow parliamentary scrutiny

of the loans.

Sanguan Pongmanee, a former Pheu Thai MP for Lamphun, called on Gen Prayut

not to appoint army personnel to sit on a scrutiny panel assigned to look into the

loan transparency. The Pheu Thai Party MP said the public already lacked trust in

the management of state enterprises where army officials have been allowed to

serve as state enterprises’ board members.

Pheu Thai candidate has pulled out of a by-election in Constituency 4 of Lampang

province scheduled for June 20, despite having a greater chance of beating the Phalang

Pracharath Party (PPRP).

Pheu Thai Director Anusak Lek-uthai said he was notified by Phinit

Chantarasurin about his decision not to run in the by-election. Mr Phinit’s slow

decision has caused Pheu Thai to find a replacement because the candidate

registration was closed on May 26.

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Mr Phinit cited that his grief over the death of his son Pheu Thai MP Ittirat

Chantarasurin. Mr Phinit’s withdrawal will pave the way for PPRP candidate

Wattana Sithiwang who came in 2nd

with 30,368 votes last year.

Another report said Mr Phinit decided not to run because he said there was no

benefit. He appears to be leaning more towards the PPRP, especially after Deputy

Agriculture Minister Thammanat Prompao asked Deputy PM Prawit Wongsuwan

to let Mr Phinit apply for the post of chief executive of provincial administrative

organisations.

In return, Mr Phinit was asked to withdraw from the by-election and clear the

path for Mr Wattana to become a representative of Lampang. Mr will have to

decide whether he takes up the chief executive’s job as a member of Pheu Thai or

of the PPRP.

There are reports that another factor that prompted Mr Phinit to withdraw from

the Lampang race is the internal conflict in Pheu Thai which reared its head at the

end of last year when the party lost in the Khon Kaen by-election. The party’s

loss in its long-standing stronghold was blamed on Pheu Thai chief strategist

Sudarat Keyuraphan.

However, the Pheu Thai Party Director said he is not concerned by Mr Phinit’s

withdrawal following reports that a candidate from the Seri Ruam Thai Party

applied to contest the Lampang by-election on May 25.

Finance Minister Uttama Savanayana, as the Phalang Pracharat Party leader,

along with Energy Minister Sontirat Sontijirawong, reportedly, called a meeting

with more than 40 MPs yesterday (May 26) to prepare for a debate on 3 executive

decrees backing the government’s 1.9-trillion-baht loan. The meeting was chaired

by PPRP list MP Wirat Rattanaset. However, there was no sign of Deputy Prime

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Minister Prawit Wongsuwan, the PPRP chief strategist, at the meeting amid

internal rifts over the PPRP leadership.

Prior to this meeting, Mr Uttama called another meeting on May 25 at the

Finance Ministry but without Mr Wirat and members of the Saam Mitr Group.

Gen. Prayut went on air to talk about the extension of the State of Emergency

During his talk he touched upon issues that he has discussed with businesses and

the problems that they face which he said was more about the lack of revenue for

the people on the ground and that can be handled by the spurring of the economy.

As expected, the government extended the country’s state of emergency to the end of

June despite calls to scrap it as numbers of coronavirus cases in the country are now

dwindling.

After an extension of the emergency decree was announced, a majority of people,

87.6%, said they disagreed with the extension of state of emergency for the 3rd

time for another month, fearing impacts on their freedom and liberty, the Thai

Academic Network for Civil Rights (TANC) said, citing the results of an opinion

poll it conducted on the issue on 2,098 samples during May 24-25. It said most

people viewed that the curfew did not help contain the spread of COVID-19.

At the Office of the Permanent Secretary of the Prime Minister’s Office’s

complaint centre, the Five Regions’ People Network submitted a letter to Prime

Minister Prayut Chan-o-cha to scrap the state of emergency immediately, citing

threats to freedom and rights of the public. The group also petitioned the

Ombudsman asking it to consider the legality of the extension of the emergency

law.

The group said it is ready to ask the Constitutional Court to rule whether the

extension of the emergency law until June 30 violates Section 26 of the

Constitution.

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Government spokesperson Narumon Pinyosinwat announced the Cabinet’s

decision to back the Centre for Covid-19 Situation Administration (CCSA)’s

proposal for an extension of the state of emergency for another month until June

30.

“The prime minister would like to say that since the beginning of the

emergency decree’s usage and every extension, we have based this on

public health reasons and not political ones,” Ms Narumon said.

Prime Minister General Prayut Chan o-cha denied a hidden political agenda

behind the extension of the state of emergency while the Opposition claimed the

government has a hidden agenda to restrict political activities in the kingdom.

New reports suggests that curfew will be from midnight until 04:00 hrs.

Members of the Opposition camp has voiced their objection to any extension of

the state of emergency, saying that the emergency law is unnecessary since the

situation has improved with single-digit daily infections. They perceived the law

as being used by the government to curb political activity and freedom of

expression.

Anusorn Iamsa-ard, Pheu Thai Party spokesman said the latest extension is a

consolidation of power, and an unnecessary use of power. He said his party could

ask the Constitutional Court to assess the validity of the stimulus legislation if a

debate in parliament starting today (May 27) fails to bring clarity.

The CARE Group led by Phumtham Wechayachai, an adviser to the leader of Pheu Thai

Party, is reported to hold talks with more than 30 members at a venue in Rama 9 area.

Interestingly, the meeting agreed that it is not the time to set up a new political

party due to unfavourable circumstances.

Page 10: May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May 25 at the Finance Ministry but without Mr Wirat and members of the Saam Mitr Group.

Next week, the group will launch an online forum via Twitter and Facebook to

publicise its ideas on various aspects. The group is looking to change its names.

Preferred names are ACT, WE Move or Chance for Change.

General News

Thailand has reported three new COVID-19 cases and no fatalities over the last 24 hours,

bringing its tally to 3,045 with the death toll remaining at 57 fatalities.

Centre for Covid-19 Situation Administration (CCSA) spokesman Taweesilp

Wissanuyothin said all 3 new cases were related to overseas exposure. All of

them were Thais who returned from abroad and they are undergoing the 14-day

quarantine at a state facility.

The Unites States has seen its death toll run past 100,000 mark now with

infection at more than 1.7 million.

Globally the total infection has gone as far as 5.7 million and death toll

has reached 352,000 until 09:00 hrs this morning.

https://www.worldometers.info/coronavirus/

Political News Headlines in Thai Media

Dillon Pienaar knew that there was a spreading virus in Asia and Europe but at the time

his home country of South Africa only had five Covid-19 cases; less than Thailand, less

than China and less than parts of Europe.

Page 11: May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May 25 at the Finance Ministry but without Mr Wirat and members of the Saam Mitr Group.

o Link- https://www.thaienquirer.com/13594/covid-interrupted-how-a-familys-dream-

vacation-turned-into-a-covid-interrupted-nightmare/

Thailand’s government on Tuesday denied that the extension of its State of Emergency

decree has anything to do with politics.

o Link- https://www.thaienquirer.com/13590/cabinet-denies-soe-extension-is-

politically-motivated-appoints-tg-restructuring-board/

A row between an internet user and internet service provider True over the pornographic

website Pornhub on Monday night highlighted the limits of the country’s freedom of

expression.

o Link- https://www.thaienquirer.com/13585/true-refuses-to-unblock-pornhub-after-an-

online-spat-with-netizens/

Thammanat Prompao, Deputy Minister for the Minister of Agriculture and Cooperatives,

said on Monday that the meeting between MPs at the Ministry of Finance had nothing to

do with politics.

o Link- https://www.thaienquirer.com/13563/thamnanat-says-mps-visit-to-the-ministry-

of-finance-is-not-related-to-politics/

Thailand’s government said on Tuesday that it had discovered three new cases of

coronavirus in the past 24 hours. All three were in state quarantine.

o Link- https://www.thaienquirer.com/13555/three-new-coronavirus-cases-in-thailand-

no-new-fatality/

The Center for Covid-19 Situation Administration (CCSA) has doubled-down on its

decision to shutter schools until July 1 to protect children from the outbreak of the

coronavirus.

o Link- https://www.thaienquirer.com/13548/critics-call-for-school-reopening-as-

distance-learning-exposes-gaps-in-society/

Pheu Thai candidate pulls out of Lampang race after ‘sweet’ offering from Prawit

o Link-

https://www.nationthailand.com/news/30388552?utm_source=category&utm_mediu

m=internal_referral

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The Move Forward Party will seek the impeachment of MP and Deputy Agriculture

Minister Thamanat Prompaw over his criminal record in Australia, a party spokesman

said on Tuesday.

o Link- https://www.bangkokpost.com/thailand/politics/1924508/thamanat-targeted-

for-impeachment-over-australian-criminal-record

At least six people have been implicated in a kickback scandal involving state quarantine

contracts and are being investigated by police, said the Defence Ministry.

o Link- https://www.bangkokpost.com/thailand/general/1924648/quarantine-hotel-

graft-probe-taps-6-suspects

Economic News Headlines in Thai Media

The one thing that the government should not overlook is the discontent of hungry

people. I recently heard a Thai political commentator saying that “คนหิวมกัโมโหราย” or

“hungry people tend to become violently angry.”

o Link- https://www.thaienquirer.com/13603/opinion-if-the-needy-rise-up-against-the-

government-we-can-hardly-blame-them/

Ministry of Tourism & Sports will propose plans to reopen domestic tourism in June even

though the State of Emergency (SOE) has been extended until June 30.

o Link- https://www.thaienquirer.com/13573/tourism-ministry-to-propose-plans-for-

reopening-domestic-tourism-on-friday/

Advance Info Service, Thailand’s largest mobile operator, said that a database leak which

released 8.3 billion internet records of millions of customers did not contain any sensitive

information and that it had shut down the database.

o Link- https://www.thaienquirer.com/13538/ais-denies-leaked-records-contain-

sensitive-information-journalists-and-activists-possibly-at-risk/

Nation Multimedia Group Plc (NMG) today (May 26) informed the Stock Exchange of

Thailand that it had sold its Kom Chad Luek business and trademark to Nation

Broadcasting Corporation Plc (NBC) for Bt70 million.

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o Link-

https://www.nationthailand.com/business/30388532?utm_source=category&utm_me

dium=internal_referral

The government has come up with fresh measures, including quotas under procurement

projects to buy products and services from small- and medium-sized (SMEs) enterprises

to help alleviate the hit from the Covid-19 crisis, Prime Minister Prayut Chan-o-cha said.

o Link- https://www.bangkokpost.com/thailand/general/1924652/pm-looks-to-bolster-

smes

The cabinet on Tuesday agreed to set aside 39.42 billion baht to finance a new cash

handout programme designed to help 13.14 million people considered extremely

vulnerable to the economic hit of the Covid-19 crisis.

o Link- https://www.bangkokpost.com/thailand/general/1924668/b39bn-for-handouts-

gets-nod

The Central Bankruptcy Court will announce today whether to accept for examination

Thai Airways International's (THAI) rehabilitation petition.

o Link- https://www.bangkokpost.com/thailand/general/1924644/court-to-rule-whether-

to-accept-thai-rehab-petition

The cabinet has agreed to set up a panel to consider whether Thailand should sign up to a

controversial Asia-Pacific trade agreement, amid widespread concerns doing so may

harm the agriculture industry.

o Link- https://www.bangkokpost.com/thailand/general/1924656/committee-to-weigh-

up-asia-pacific-pact

Ten SET-listed banks delivered loan growth during the first four months of the year,

thanks to brisk wholesale lending and an additional credit line provided under the debt

relief scheme, even as the economy reeled from the pandemic.

o Link- https://www.bangkokpost.com/business/1924640/loan-growth-for-10-banks-as-

debt-relief-kicks-up-credit-lines

SET-listed developer Raimon Land Plc has revised down its 2020 revenue target by 25-

35%, postponed the opening of Hotel Kitch from June to the end of the year and delayed

the launch of a new condo project until 2021.

Page 14: May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May 25 at the Finance Ministry but without Mr Wirat and members of the Saam Mitr Group.

o Link- https://www.bangkokpost.com/business/1924760/raimon-land-cuts-revenue-

target-postpones-projects

Minor International (MINT) has received unanimous support from its board of directors

for plans to raise capital via a rights offering, warrants and perpetual bonds.

o Link- https://www.bangkokpost.com/business/1924956/mint-board-signs-off-on-

capital-raising-details

The price of hotel stocks rose sharply (May 26), buoyed by expectation of the third phase

of lockdown easing as well as government plans to stimulate tourism with big discounts

on hotel rooms.

o Link-

https://www.nationthailand.com/business/30388526?utm_source=category&utm_me

dium=internal_referral

The Thai Industrial Standards Institute (TISI) has seized around 3,000 bottles of CP

Freshmarket drinking water from four stores, after the brand was found to be using the

TISI logo without permission.

o Link-

https://www.nationthailand.com/news/30388530?utm_source=category&utm_mediu

m=internal_referral

Issues to be watched out for

May 21-27, 2020 – The government’s “Rao Mai Thing Kun” bond sale will be made

available to retail investors.

May 28-June 10, 2020 – The government’s “Rao Mai Thing Kun” bond sale will be made

available to the general public and non-profit entities.

May 26-June 16, 2020 – The application period for the next governor of the Bank of

Thailand (BoT).

May 27-31, 2020 – The House is set to deliberate on government-sponsored executive

decrees on borrowing.

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May 29, 2020 - The deadline for those who missed out on the government’s 5,000-baht

cash handout scheme who wish to appeal their case to the Finance Ministry.

May 31, 2020 – The government is expected to lift lockdown restrictions imposed under

the emergency decree.

June, 2020 - The Phalang Pracharat Party (PPRP) is set to hold a general assembly to

select a new executive board after the House’s reading on 3 executive decrees on

borrowing to fight COVID-19.

June 30, 2020 – The Civil Aviation Authority of Thailand (CAAT) is expected to lift ban

on incoming flights.

July 2020 – The Expressway of Thailand (EXAT)’s planned opening schedule of the new

Motorway Route 7 Section from Pattaya to Map Ta Phut.

July 2, 2020 – The shortlist of candidates for the new governor of the Bank of Thailand

(BoT) will be concluded.

July 15, 2020 – The House is set to deliberate on the draft budget bill for the 2021 fiscal

year.

September 30, 2020 – The Stock Exchange of Thailand (SET) is set to extend the revised

equity short-selling regulations from June 30 to September 30 as stock market volatility

remains high in the wake of the Covid-19 pandemic.

October, 2020 – The bidding for construction and operation for the 140-billion-baht

Orange Line western extension linking the Thailand Cultural Centre with Bang Khun

Non.

October, 2020 – The Thailand Grand Prix was rescheduled after being postponed due to

the coronavirus outbreak.

Key Data

SET Index 1,336.09 +15.11

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Link - https://www.set.or.th/en/company/ipo/upcoming_ipo_set.html

Global Commodities

Metal -Link http://www.bloomberg.com/markets/commodities/futures/metals/

Energy -Link - http://www.bloomberg.com/energy/

Baltic Dry Index (BDI)-Link - http://www.bloomberg.com/quote/BDIY:IND

Global Equity Market’s Movements

Link - http://www.bloomberg.com/markets/stocks/world-indexes/asia-pacific/

Asian Equity Markets Movement

Link - http://www.bloomberg.com/markets/stocks/world-indexes/

Information on May 26, 2020

Buying, Selling or Transfer of shares by Owners/Management

Stock Code Volume Value Action

ADB 38,400 0.65 Sale

AS 4,551,800 1.52 Sale

BM 1,000,000 0.06 Sale

BM 600,000 0.06 Sale

BM 500,000 0.09 Sale

BM 500,000 0.06 Sale

CTW 4,700 4.86 Purchase

CTW 5,300 4.86 Purchase

CCP 500,000 0.29 Purchase

CCP 500,000 0.29 Purchase

CHG 400,000 2.58 Sale

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CHG 100,000 2.58 Sale

ECL 400,000 0.2 Sale

ECL 10,000,000 0.2 Sale

ECL 8,700,037 0.2 Sale

EMC 5,300,000 0.18 Purchase

XO 1,500,000 - Transfer

ILM 35,000 11.3 Purchase

ILM 11,900 11.5 Purchase

IRPC 180,000 2.94 Purchase

IRPC 60,000 2.92 Purchase

IRPC 3,500 2.9 Purchase

IRPC 6,500 2.82 Purchase

JAS 1,000,000 3.76 Sale

JAS 1,000,000 0.41 Purchase

JMART 205,300 8.15 Purchase

JMART 332,200 8.44 Purchase

MJD 22,000 1.86 Sale

MJD 72,200 1.87 Sale

MJD 63,500 1.88 Sale

MJD 80,000 1.89 Sale

MJD 120,000 1.9 Sale

MJD 192,000 1.91 Sale

MJD 98,000 1.92 Sale

MJD 119,200 1.93 Sale

MJD 118,000 1.94 Sale

MJD 164,600 1.95 Sale

MJD 212,100 1.96 Sale

MJD 64,800 1.97 Sale

MJD 39,500 1.98 Sale

MJD 140,000 1.99 Sale

MJD 139,300 1.91 Sale

MJD 48,000 1.92 Sale

MJD 234,000 1.93 Sale

MJD 35,000 1.94 Sale

MJD 105,000 1.95 Sale

MJD 30,000 1.96 Sale

MJD 10,000 1.97 Sale

MBAX 22,000 4.19 Purchase

MTI 6,200 89.49 Purchase

PRIME 500,000 0.34 Purchase

PRIN 2,305,000 1.36 Purchase

Page 18: May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May 25 at the Finance Ministry but without Mr Wirat and members of the Saam Mitr Group.

PSH 100,000 11.6 Purchase

PSH 5,327 - Acceptance of

Transfer

SEAFCO 180,000 5.3 Purchase

SEAFCO 150,000 5.3 Purchase

SUSCO 50,000 2.22 Purchase

SVI 50,000 2.8 Purchase

TVI 2,942,150 2.6 Purchase

TVI 2,942,150 2.6 Purchase

TSR 10,000 1.9 Purchase

TPBI 10,000 3.2 Purchase

TPBI 90,000 3.37 Purchase

UVAN 10,000 4.12 Purchase

XD, XE or XM or other notifications

For list of Companies that have dividend payment and AGM meeting schedules click on

http://www.set.or.th/set/calendarofevents.do

Trading Breakdown on the Stock Exchange of Thailand

Daily as of 26 May 2020

Unit: M.Baht

Investor Type Buy Sell Net

Value % Value % Value %

Local Institutions 9,927.70 13.42 4,994.47 6.75 4,933.23 -

Proprietary

Trading

7,097.96 9.6 5,940.29 8.03 1,157.68 -

Foreign Investors 21,344.92 28.86 22,612.59 30.58 -1,267.67 -

Local Individuals 35,583.85 48.12 40,407.08 54.64 -4,823.23 -

Monthly Cumulative between 1 - 26 May 2020

Unit: M.Baht

Investor Type Buy Sell Net

Value % Value % Value %

Local Institutions 101,429.34 11.37 85,964.64 9.63 15,464.70 -

Proprietary

Trading

76,957.23 8.62 75,487.96 8.46 1,469.27 -

Foreign Investors 280,605.11 31.45 315,121.53 35.31 -34,516.42 -

Page 19: May 27, 2020 Thai Enquirer Summary...Prior to this meeting, Mr Uttama called another meeting on May 25 at the Finance Ministry but without Mr Wirat and members of the Saam Mitr Group.

Local Individuals 433,367.76 48.56 415,785.30 46.59 17,582.46 -

Yearly Cumulative since 1 Jan - 26 May 2020

Unit: M.Baht

Investor Type Buy Sell Net

Value % Value % Value %

Local Institutions 783,614.90 12.07 718,402.12 11.07 65,212.77 -

Proprietary

Trading

668,804.18 10.3 670,172.55 10.32 -1,368.37 -

Foreign Investors 2,312,437.90 35.62 2,509,285.09 38.66 -

196,847.20

-

Local Individuals 2,726,471.24 42 2,593,468.45 39.95 133,002.79 -

Total Trading Value 73,954.43 Million Baht.

Background Information –  

The strength of each party in the Thai Parliament as of May 8, 2019 as per the report by the

Election Commission of Thailand. Elections took place on March 24, 2019

https://www.ect.go.th/ect_th/news_all.php?cid=24

List of MPs - https://www.ect.go.th/ect_th/download/article/article_20190508184334.pdf

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