AOT & BDMS: Kuwait & UAE suspend flights to TH.
Comment: This will hammer BDMS And BH
BEM maintained 20% full year ridership growth target to 500kpd, supported by larger network from Blue line extension, mulls adding 20 trains to support growth, sees toll way traffic steady at 1.1m trips/day.
Comment: Just as with BTS, I’m curious to see the numbers for Feb ’20
EA reassures positive FY20 outlook from full year recognition of 664mw, EA Anywhere charging stations, EV sales, sees no impact from draught impact to wind and solar power production.
Comment: Basically any utility with a decent yield (5%+) should be attractive.
DRT allots Bt600m budget to branch out from building material and roofing manufacturer to home improvement services and up fiber cement production capacity, in talk to sell 20 acres land, expects to wrap up in 2H.
SIRI’s property agent subsidiary, Plus Property, sees condo price drop 7-15% yoy.
Comment: Offering prices sure, bidding prices will be 30-40% lower, at least thats what I’m trying to do….