ASW recorded Bt6,269m 1Q sales, +65% yoy and account for 35% of Bt17,800m FY24 target, its “Title” jv project has 50% booked and Title Serenity NaiYang Phuket attracts lots of interest, plans 2 projects worth Bt2,460m in 2Q. COCOCO reaffirms 30-40% revenue growth target this year, on rising demand for coconut water and related products, […]
Read More →ABM: AGE raised holding by 0.2802% to 5.24% on Mar 28. Comment: Why is AGE buying into a loss-making, above BV bio mass co? AOT: Coral Finest Business Class Lounge (Cocoon), International Concourse C, SIA received Pioneer of the Year award from Priority Pass for unique & innovative services, Miracle Lounge Domestic Concourse D, SIA […]
Read More →AOT sees Jan aircraft movement thru 6 airports under management +21% yoy, international flight +41.7% yoy, flights between TH & China stands at 260 flights/d. Comment: BKK feels quiet tourism wise but the usual tourist destinations are popping HL signed contract with National Health Security Office (NHSO) to participate in “Gold card” welfare programme allowing […]
Read More →ADVANC completed successful testing of 5G standalone (5G SA) roaming with Deutsche Telekom Global Carrier & T-Mobile, completing 5G SA roaming btw the US and Switzerland and the US and Thailand. ARIN: local fund, KKPAM, purged entire holding 21.6666% on Dec 8. Comment: News appears to be misleading here, it’s most likely a transfer from […]
Read More →ANAN’s 8M transfers stood at Bt8.6b, mulls year-end campaign. Comment: Not too shabby, but still it should be bankrupt given the mess that the asok project ended up being. CENTEL sees no impact from BMA’s plan to collect wastewater treatment fees next year (Bt4/cu.m for biz using <2k cu.m & Bt8 for those using >2k […]
Read More →JMT, CHAYO and CHASE are expected to benefit from surged bad debts in 2H, SME, Hire-Purchase and mortgage are top non performing, Prachachart. Comment: CHASE shouldn’t be lumped into this they’re a rubbish firm compared to CHAYO and far lower than JMT. LPN launches Bt2.1b Earn Amata, a residential project, which offers 5-6% avg yield. […]
Read More →AS board approves purchase of 9.22% stake in Bitkup Online for Bt600m. Comment: Probably pushed by SABUY, buying bitkub at 20x PE…ok…and remember that SCBXXX offered thb 30-40 bn 2 years ago, found a whole lot of financial shenanigans and then walked away, so now bitkub is valued at thb 6bn…a steal!!!!!!!!! idiots.. CENTEL sees […]
Read More →ACG sets Bt300m to expand AutoClik (Fast-Fit) branches to 20 this year, from 13 currently, and 30 by end of 24, to open its 13th in Phuket today. Central Marketing Group (CMG), a unit of CRC, and a leading distributor of >40 top global brands in fashion, beauty, watches, and tech segments, anticipates revenue growth […]
Read More →GULF-Binance venture gets license for digital asset exchange and digital asset broker business in Thailand, will begin operation from 4Q23. Comment: The Chinese money launderers are going to be very strong in Thailand HFT’s applying for China’s industrial standard certificate, seeks to branch out from motorbike & commercial vehicle tires to e-bike segment, eyes 1st […]
Read More →AH’s subsidiary in China secured parts orders from Tesla, will start delivery from FY25. Comment: Yup, and they’ll probably get BYD’s in a few years. CI eyes 3-4 new projects worth Bt10b, both condo and detached housing, sets Bt1b capex for landbank. ERW expects full year OCC >80% on positive international travelers momentum & tailwind […]
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