AIMCG: name change to AIM Commercial Growth Leasehold Real Estate Investment Trust, ticker remain unchanged BJC: BigC hypermarket sees strong growth in home appliance sales on holiday season, eyes 2-3% sales growth yoy in 4Q. Comment: Markets and financial figures are telling a different story. The issue in the retail market is that they are […]

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BCPG pays Bt5.3b for 69MW Hydro PP Nam San 3A in Laos. Court scraps order for Bt600m compensation payment from EXAT, to BEM. Comment: But they still won Billions regardless Transport Min to decide whether to allow CP Group more time to negotiate terms on high-speed train pj linking 3 airports, or call up an […]

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AH sells shares of JV company in Vietnam, AVAP, to Vinfast trading for Bt377m, will book gains in 3Q. Comment: From talks with folks in Vietnam, this is because Vinfast is slow with the roll out and difficult with negotiations.  Most likely a prudent move made by AH. DEMCO sees strong 2H upon realizing Bt1.13b […]

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CENTEL firms on Bt28.188b 3 years capex, sees stronger 2H on seasonal F&B and Hotel business. Comment: CENTEL vs MINT take your pick for the next 3-5 years.  COM7 upbeats 3Q earnings from larger stores network on BTS stations and contribution from revenue sharing via Kerry Express operating at COM7’s 20 outlets. Comment: Well that’s […]

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FPT: board approves disposal of 6 warehouses into FTREIT worth Bt 637m, expects to bk Bt 302m gains from assets sales. Comment: We’re seeing figures that warehouses specifically HREIT (from WHA) are now beginning to see increases in their occupancy numbers as a result of Chinese companies moving to Thailand MDX: reaffirms solid 2Q from […]

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Expressway Authority of Thailand said contract to extend BEM’s concession by another 30 years is almost a done deal and can’t be revoked, responding to concerns the new Govt may have it reviewed. Comment: so it is still a done deal for BEM regardless of the rumours that Anutin may take it away from CK’s […]

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AMATA expects jump start investments in EEC area following clarity of formation of new govt, sees IE lands trnsfr accelerate in 2Q, in talk to sell 320 acres land to clients, m/t 430 acres full yr sales t/g. Comment: Both WHA and AMATA are betting heavily on the EEC plan to pull them through AU […]

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AOT to open bidding envelop for Suvarnabhumi airport’s duty free and commercial area today, among contenders are King Power, BA and ROH. Comment: And by now we all know that King Power has own for Suvarnabhumi ASAP in deal with SCB to provide low interest rates for used-car HP at 2.79% during promo event at […]

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BAY appoints former MUFG NY executive, Seiichiro Akita, to be president & CEO. BPP maintain full year EBITDA target >Bt5.91b FY18, will cod additional 71mw in 2H, 1,320mw coal fired pp & 80mw Vietnam windfarm to cod next year, in talk partner to develop 400mw solar projects in Vietnam, expects to wrap up by end […]

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