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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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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AAV adds new route to Sihanoukville beach town in Cambodia, 4 weekly flights on route from July 1. Comment: Gotta love Airasia they really are everywhere and as a customer I love it. Has anyone else noticed how strong they are selling ad space on their planes? In the cabins? How they are selling food […]

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AAV AAV’s CEO plans to launch 10 new routes, nine international and one domestic. The company is targeting key potential markets such as China and India. (Thun Hoon, 7/12/18) Comment: They are just going to dominate the region with their lower costs. Again oil prices are key. BANPU BANPU is expanding its investment in a […]

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BA BA believes that VISA fee exemption will not be very effective, as it is just a short-term stimulus and the process is convoluted. It recommends the government exempt visas altogether, which will encourage tourists to make decisions more rapidly. It is negotiating with a European company to jointly bid for Suvarnabhumi’s duty free space. […]

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GPSC GPSC fell sharply by 10.12% after GPSC prepared to appeal to the Energy Regulatory Commission (ERC) after the GLOW acquisition was denied. It has 30 days to appeal on the grounds of maintaining shareholder interest. It reiterated that the acquisition is required by regulations. (Kao Hoon, 22/10/18) Comment: We have our doubts that this […]

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COM7 COM7 expects 2Q18 profit growth of 44% to Bt182mn backed by growing revenue from all products, especially iPhone. It plans to open an online market in July and expand its franchise to lift 2H18 revenue. (Kao Hoon, 4/7/18) GUNKUL GUNKUL was awarded CPF’s Bt1.4bn solar rooftop and power distribution project. This will be the […]

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AP AP plans to launch new 3three projects worth Bt3.1bn. It expects mid-to-high end property market will be strong. (Khao Hoon, 27/4/18) BAY BAY said it has no M&A plan. Fee war is expected to affect its own NII around 2-3%, but it says it has other ways to make this up. (Thun Hoon, 27/4/18) […]

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Notable Transactions Buy(s) THB 8.45 bn AAV – The massive re buyback of his shares from King Power Group TU – I have been wondering when will the transition of TU from a commodity company to a consumer company be completed TIC – That’s 5% of the shares, I wonder who the buyer is. Sell(s) […]

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Notable Transactions Buy(s) THB 253 mn GULF – Massive block sale by the owner, and why not it’s nothing compared to the size of the company RS – He really believes in his shift to cosmetics by the look of this purchase. Sell(s) THB 3.2 bn GULF – I’m guessing he’s just giving the image […]

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