AOT mulls investing Bt3b in monorail projects connecting DMK airport to BTS greenline to help flows of passenger traffic and reduce traffic congestion. Comment: Well it makes sense common sense. However the risk I see is that several travelers to Thailand already skip Bangkok and go direct to their holiday destinations. BCP to sell Bt10b […]

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AOT: to pay extra Bt 243m for state property charges at DMK and regional airports for FY17/18, also expects to pay additional Bt 1.44b for FY19, according to filing. Comment: A small drop in the cash flow making machine that is AOT KTC: may be added to MSCI, upcoming reshuffle announcement on Aug 7, tabloid. […]

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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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Property limits So there’s been noise in the market over the past few months with the BOT first coming out saying that they want to stop the search for yield characteristics in the property market. And on Friday it was announced that the below regulations will come into effect by 1 April 2019.  Property price […]

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A A plans to open eight new projects worth Bt7.5bn in 2H18 to boost sales revenue of this year to reach Bt6bn. It will spend more than Bt1bn to acquire new land. (Thun Hoon, 7/6/18) ADB ADB has launched a new product, PVC resin for the medical industry. Sales target for this year is set […]

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ADVANC ADVANC is going to sign a contract with TOT to rent equipment for providing telecommunication services and a contract to use TOT’s 2100 MHz spectrum. (Khao Hoon, 5/1/18) AMA AMA’s board approved the purchase of an oil and chemical tanker with capacity of 13,221 DWT, for Bt283mn. It believes this purchase will improve its […]

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AH AH plans to expand abroad to boost revenue. It targets to complete one deal this year. It expects continued growth in 2Q17 performance after the 50% net profit growth in 1Q17. Behind this is numerous orders and profit sharing from associated company. (Thun Hoon, 18/05/17) Comment: zzzzz, if there is ever a change a […]

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BJC BJC will recognize a full year revenue from BIGC after completing M&A. It expects 2017 net profit of Bt7.7bn, up 104%YoY on the back of 1-2% SSS growth and new stores. (Thun Hoon, 08/02/17) Comment: 3 things, 1. Full year recognition; 2. Interest payments decrease; 3. BIGC margins improve. Now if BJC executives get […]

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And here you go…I wouldn’t be surprised to see 50% of all tourists in Thailand come from China within the next 5 years. So who benefits? It is isn’t necessarily just the airport (AOT), airlines (AAV, BA, NOK, THAI) nor the hotels (ERW, MINT, CENTEL, DTC) but names like BEAUTY have said that they’ve benefited […]

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AP AP has achieved presales of Bt23bn for the first nine months. It targets 2015 presales of Bt28bn. It has signed a JV agreement with a Japanese partner to invest in a Bt2.6bn condominium at Ekkamai. (Khao Hoon, 02/10/15) DTC DTC subsidiary buys 1.925mn shares of DMS Property Investment Private Limited, for Bt88.625mn or a […]

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