AOT AOT expects 2018 earnings to be a record high Bt20bn. 10M18 passenger pass-through grew 12%YoY. It proposes adding four airports under its management: Udon Thani, Sakon Nakhorn, Chumphon and Tak. It is waiting for cabinet approval, expected in September. (Thun Hoon, 28/8/18) Comment: What Phuket issue? Ignore the news regarding all this tourism rubbish, […]
Read More →BGRIM BGRIM is acquiring power plants with many hundred MW in cooperation with partners. It plans to invest in power plants in Vietnam and South Korea. It expects 2018 revenue growth of 20%. It is financially strong with cash of Bt20bn (Kao Hoon, 27/8/18) BTS BTS expects fare revenue to reach Bt6bn in two years, […]
Read More →And a slight recovery, short term still of the viewpoint that the market will be ok because of the USD weakening and the THB thereby strengthening. 2Q18 were ok, but I am wondering when will construction names be in favour again…
Read More →A lot of trades by management in the past week, nothing huge but interesting to see the pick up in volumes Notable Transactions Buy(s) THB 47.4 mn HYDRO – A big buy by one of the directors Sell(s) THB 14.4 mn N/A
Read More →EC: Election likely on Feb 24. The general election will likely be held on Feb 24 next year, according to the roadmap set by the Election Commission (EC). Natt Laosisavakul, deputy secretary general of the EC, presented in Pattaya the draft plan on the senator and the MP elections on Saturday. (Bangkok Post, 16/08/18) Public […]
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