DELTA sees COVID-19 weighing on 1Q20, yet firm on 5% revenue growth target this year, sets Bt$200m capex for M&A in India. Comment: We think its going to knock off -20% off the markets revenue (excl energy) GULF’s board approve par split from Bt5 to Bt1 to boost liquidity. Comment: Liquidity? The stock has plenty […]

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AGE sets Bt8b revenue target this year, 3.6m tons of coal sales, aggressive in logistic business expansion. BBL launched QR code worldwide digital payment services via mobile app, BBL BeWallet. Comment: Now that’s something! CI to bk Bt210m from disposal of 15.74% (15.74m shares) of BKKCP to 4 private investors in 1Q20; will hold 17.55% […]

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AWC’s joined forces with Adrian Smith + Gordon Gill Architecture (AS+GG) on further development of Asiatique, mixed-use skyscraper pj, comprises of 2 5&6 stars hotels under Marriot Chain, commercial and residence pj under 36 acres complex, the largest on Chaophara riverbank. Comment: It won’t have a difference. Branded residences…perhaps in some locations throughout the world. […]

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BC acquire 2 plots of land to develop 2 hotel projects in Lamai beach Samui and Sukhumvit road adjacent to BTS Nana station, announced dividend Bt0.11 dps, XD Dec 27. Comment: This could be an interesting name over the next 2-3 years. You’ll need to sit down and go through the business model and accounting […]

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Commerce Min’s Intellectual Property Dept, in partnership with CPALL, yesterday kicked off a scheme to sell geographical indication (GI) products online. Comment: Shall we just call this the CP Government? CK to sign Rama 3 (4th contract) worth Bt6.6b on Dec 3, while winners of 1st and 3rd contracts to be known by December. IRPC […]

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KTB says to miss 5% loan growth target this year, after 3% growth 9M19, sets 3.2% growth target next year, to lower NPL from current Bt106b to below Bt100b. IRPC to complete 2 M&A deals next year, PP Compound Downstream and MARS. ERW cuts FY19 hotel revenue growth target to 3-5% yoy from 7-10% previous […]

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BTS to cod 4 skytrain stations (Ratchayothin 24, Ratchayothin, Senanikhom, Kasetsart Uni) on Dec 4. IRPC sees recovery in 4Q from petrochemical, refinery and progress in US-China trade deal.Opening of bidding envelops for 45MW Srinakarin Dam floating solar projects is scheduled for today, SCC, GPSC, SPCG, GUNKUL, WHAUP, EPCO, IRPC, BGRIM and among those vying […]

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ALL to launch 4 condo pjs worth Bt12.45b in 2H, confident of Bt7b presales this yr. BTS to officially cod Green line extension (North) Ladprao station on Aug 11, additional 4 stations (Phaholyothin 24, Ratchayothin, Sena, Kassetsart Uni) to cod in Dec, remaining 11 stations in FY20. Comment: And they’ve made another investment into a […]

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ASIAN ASIAN reaffirms big jump 1Q from strong premium pet food exports aft team up with German partner, Happy Pet, to expand mkt in Europe. CPN CPN in talk to renew lease contracts with 2 key clients, ZEN and Isetan dept store, before expiry in 1Q&3Q19, upbeat prospect from higher rental rev and L/T cash […]

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BM BM signed an MOU with two Myanmar companies and set capex of Bt200bn to set up a processed metal products factory in Yangon. It targets revenue of Bt100mn in Myanmar in the first year. It expects revenue to be a record high with 20% growth this year. (Kao Hoon, 29/1/19) Comment: I’m still of […]

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