AOT board orders study on splitting duty-free contracts to more than one contract in 1-2 weeks. BGRIM expects to wrap up M&A 2 Malaysia gas-fired pp combined 370mw this year, will finalize plans on 150mw wind farm investment in Vietnam before end of-2Q, target cod additional 697mw for remaining of year. Comment: They really are […]

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ARIP branches out from event organizer & media publication to digital services, aiming to capture demand for turnkey digital platform for corporate, target 10-15% revenue growth this year. BCP target FY19 EBITA growth >30% driven by higher cracking capacity at 115k bblpd +12% yoy thanks to absence of maintenance shutdown, sets Bt14b capex for ethanol […]

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AOT NESDC, formerly known as NESDB, opposes to AOT’s plan to build Terminal 2, asking AOT to stick to 2003 Master Plan by building 3rd runway and extensions to East/West passenger terminals. Comment: Who knows who’s right here. BDMS/BA BDMS’s founder, Prasert Prasarttong-Osoth, paid Bt500m to settle stock manipulation cases. Comment: Short term thinking never […]

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ATP30 ATP30’s management targets revenue growth of 10% this year, focusing on customers in industrial estates. It is working hard to widen margin via cost control with target margin of 27%. It will provide service to a new customer in February. It plans to purchase ten service buses this year. (Thun Hoon, 22/1/19) Comment: Rather […]

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So what’s happened? And so its been all over the news since last Friday (18/01) https://www.hooninside.com/news-feed/84882/view/ And finally it hit the English news over the weekend and yesterday: https://www.bloomberg.com/news/articles/2019-01-21/ban-on-thai-billionaire-prompts-slump-in-top-hospital-operator?srnd=premium-asia https://www.bangkokpost.com/business/news/1615270/prasert-others-given-14-days-to-comply That the owner of Bangkok Airways Plc (BA) and Bangkok Dusit Medical Services Plc (BDMS) has been caught with his hand in the cookie jar. […]

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Notable Transactions Buy(s) THB 235.5 mn BDMS – The insider trading family members don’t care about the potential price cap on hospital bills. THG – He’s still buying GLOBAL – It’s come off a fair bit since the peak and a director is buying IVL – Heinecke thinks the noise on the inventory loss is […]

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Notable Transactions Buy(s) THB 312mn RAM – Must be block sales amongst the shareholders, as there’s zero liquidity in this name Sell(s) THB 495mn BDMS – Founder sells a bunch  JKN – Another block sales by the founder TSI – A director sells off a fair amount – must be an arranged sale NEWS – […]

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AAV AAV expects earnings to grow in 4Q18. It will add new routes to Vietnam, China, India, ASEAN, India and Indochina. It plans to add flights in the densely populated routes. (Thun Hoon, 21/9/18) BDMS CFO of BDMS expects revenue growth of 10% this year from Bt77bn, supported by an increase in Thai and foreign […]

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BDMS BDMS is working with Movenpick group to set up “Movenpick BDMS Wellness Resort”. The resort will open in 2019. (Kao Hoon, 6/9/18) Comment: Not the worst idea, combining both of the key positive trends for Thailand, tourism and healthcare BKD BKD is engaging in the real estate business in Myanmar after signing a three-year […]

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