ADVANC may report strong 3Q, the highest Q in 3 years, up 29% yoy to Bt8.8b, Tabloid. Comment: At the end of the day its just a financial #’s game AMATA upbeats IE land sales momentum as trade war persists, 400 acres out of total 4,400 acres landbank in EEC area ready for quick start […]

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AWC’s retail portions were fully subscribed and Institutional portion is expected to be snapped up during October 1-3 as well, tentative trading sets for October 10. Comment: I doubt you’ll see big numbers on the first day for AWC, its a massive IPO… BAY will apply 70% DSR on personal loans and credit card applicants […]

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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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BEM: kick-off trial run of Blue line extension, 14km 5 stations from Jul 29 till Sept 28, 13km elevated stretch from Tha Phra to Bang Sue North Bkk on track to cod next yr. DIF: issue new units to raise Bt15.8b via offering 9.4:1 at Bt15.9 apiece, XB (excluding other benefit) upcoming Fri (Aug 2), […]

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GUNKUL secured 899.1KW solar rooftop for Hua Chiew Uni. FPI wins OEM parts order from Toyota, 7 contracts worth Bt250m, lifts backlog to Bt1.1b, firms on 10% rev growth t/g. KYE teams up Taiwan partner to expand laundry franchise, Maru Laundry, aims to capture demand from service apartment & condo along BTS line. Comment: It’s […]

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AOT to announce winner of auction of duty-free contracts for provincial airports at 10am. Comment: It’s going to be fun! BAY’s Krungsri consumer suspends nano finance lending, Taokaetanjai program, sees NPLs accelerates. BDMS teams up Viriya insurance to provide health protection for upscale clients, seeks to add more insurance clients in portfolio. Comment: The government […]

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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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BGRIM to COD 3 solar farm projects in Vietnam with 677MW capacity in June, confident of achieving 15-20% revenue growth target this year, eyes 2-3 SPP deals in Thailand by end of-3Q. BTS expects skytrain ridership +4-5% after cod Lat Phrao Intersection station (N9) next to Central Ladpral mall and TMB HQ in 3Q.Comment: I’ve […]

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BTS rpts FY19 (eo-Mar) at Bt2.87b -35% yoy, topped Bt2.79b consensus. GUNKUL signs underground wiring pj worth Bt5.14b, lifts bcklog above Bt7b, eyes 30% rev grwth t/g. MINT in 2-day wait after it appealed with AOT to reconsider its bid to manage commercial activities in Suvarnabhumi airport, but insisted that its prospects have not change […]

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AP sees mmtum into 2Q frm real dmnd after 25% jump in 1Q presales to Bt41.8b. Comment: If 2Q #’s for the sector aren’t shit, then watch the sector re-rate positively, if they are then just look at LPN’s share price ASAP upbeats 2Q erngs frm surging car rental rev frm travelling dmd during long […]

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