HoonSmart.com >> The “Covid-19” crisis has changed the world rapidly. “People” must adjust to keep pace. Businesses must stay ahead of market demands. Otherwise, there will be no space to stand, it is expected that in 2021 there will be many takeover businesses. Including many business handshakes Which under the circumstances that all parties are in the process of adjusting like this Usually creates quite high opportunities for investors …
Opening of the New Year of the Ox Just the first week Saw the movement of many listed companies (listed companies) such as MPG Corporation (MPG) Reimagining After the owner “Kityajai Tri-Ekvichit” Decided to sell almost 17% of their shares to Ms. Ayada Chinwat worth about 50 million baht. “Taweechat Chulangkool” That entered earlier Investors can hope that the business will turn around to be profitable. Encourage stocks to rebound in 2 consecutive days (7-8 Jan.
MPG was formerly known as “Scorpion”, the leading entertainment retailer. Before changing the name to “Pongsap” focused on retail, cosmetics, lifestyle, but having suffered a long loss. The company is marked with a C on equity below 50% of the paid-up capital. The owner negotiated a joint venture for many years. Agreed about the price cannot be traded. But when the COVID-19 outbreak strikes Branch shops in the department store must be temporarily closed. Only online distribution channels remained, eventually the founders had to sell all their shares. And buy businesses that do in retail cosmetics Lifestyle too To allow new investors to sweep the house clean Enter new business and already have more capital to support it.
At the same time, the coronavirus outbreak has made people even more concerned about their quality of life. Pushing for the exponential growth of food and beverage products Thai Union Company (TU) by “Thiraphong Chansiri” Chief Executive Officer I’ve seen an opportunity for a long time Must expand the business Because of the greatness in the world-class frozen and canned seafood business. It will only be a success story in the past. In the past, study for insights Even investing in stocks Interpharma Company (IP) With the strength of development, innovation and distribution of health products and beauty innovations for people And pets and livestock Before the sale of shares and leading to the formation of a joint venture company Developing, producing and selling food for the health of people. Set an income target of 2,000 million baht in 2024
Future business cooperation Do not care about the size of the company. If there is something, it will be the target of the big companies.
TU has a market cap of more than 6.6 billion baht, has seen the strength of its IP for a long time, although it is small, worth 3,151.80 million baht, and is also listed in the Market for Alternative Investment (mai). Will create massive growth for both companies It is no surprise that IP prices of innovative stocks will rise strongly. Believe that there is still a chance to go on Even if trading at P / E is 50 times higher.
In most giants like companiesPTT (PTT) And companies in the group Announcing a clear strategy to invest in new businesses of the future. Because being in the energy business is as difficult to grow as in the past. It is the source of the establishment of a company to invest in the pharmaceutical business abroad in 2020 to develop capabilities in life science or physical science. Increase competitiveness as a new business
Recently, PTT announced the investment. Increase the business of information system service via the Internet (Plublic Cloud)
Companies in PTT Group Has expanded to new business clearly seenGlobal Power Synergy (GPSC) One of the leaders in the electricity business Focus on investing in innovation to generate income from the business. New S-Curve announces a successful research and development of batteries. Ready to produce the first cell from a factory in Thailand The initial capacity is 30 megawatt hours. By 2Q21, investors are confident in the quality of “lithium-ion batteries” that will add very high future value to GPSC shares.
The adjustment does not happen only in the business sector. The government sector has adjusted to keep pace with the advancement as well. It is clearly seen in energy policy. And the financial sector
Bank of Thailand (BOT) creates fairness And increase the opportunity to access more funding sources in the system It is the source of the overhaul of the hire purchase business. And credit cards, for example, reducing the ceiling of credit card interest rates from 18% to 16% and personal loans from 28% to 25%, car registration loans from 28% to 24%, and taking care of debt collection fees And seize the car from the customer Make the leasing business And credit cards that used to earn high interest income had to adjust to the new business. It is one of the factors that encouraged Nanbank stocks to rebound strongly in the first week of this year.
“Srisawad Corporation (SAWAD) and Muangthai Capital Company (MTC) Turned to increase the motorcycle pledge business When the second half of the past year Help increase revenue this year.Krungthai Card Company (KTC) Start to harvest digital investments “Payment Platform – Retail Loan Platform” and Nano Finance – Picolas – Big Lo Loans. (Car registration loan Motorcycle registration loans and cash loans) also exclude opportunities from new businesses. “
However, investors who will wade through Nanbank stocks. Must be careful Since the BOT has a policy to regulate businesses in many phases, just lifting the first order to lower the interest ceiling will lower the share price. Don’t just see the opportunity. Don’t forget to close the risk too. In a state where the business and investment world are not as easy as the past.
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