BA may pay special dividend in 3Q, having booked extra gains, yet operation remained sluggish from higher competitions and strong THB. BAY revamps app, U-Choose, to accommodate digital lending, online deposit and e-market place, kick-off services on November. BGRIM reassures solid 4Q from absence of maintenance shutdown and additional capacity from 3 solar projects combined […]

Read More →

BWG reports cod 7mw waste powerplants. Comment: As with all of these projects, it was delayed for a year but in the end its up and running and a positive. MOF grants Pico finance license to KTC, aims to control interest rate competition in the market, expects to approve nano fin & P-loan before end […]

Read More →

ANAN target 7 new projects worth Bt21.93b, 1 in 3Q and 6 in 4Q, maintaining Bt29b full year transfer, Bt19b to transfer last 4 months. Comment: It’s all back ended to the 4Q as it typically has always been for ANAN and the majority of property companies. So lets see how much damage there is […]

Read More →

EA upbeats 3Q earnings from windfarm high season and full quarter contribution on 80mw Hanuman 10 projects coded April 13, firms on 30% revenue growth target >Bt20b. Comment: The dream is still the EV battery for EA. Where’s the evidence that this is working? HMPRO opened its 84th branch, HomePro Max Mukdaharn, aims to capture […]

Read More →

BTS-GULF-STEC-RATCH (BGSR) consortium wins Bt 40b O&M motorway contract for Bang Pa In-Nakhon Ratchasima & Bang Yai-Kanchanaburi routes. Comment: And boom! Interesting to see GULF join this consortium in addition to the relationships they have with PTT it looks like their fingers are in every pie ORI: to open 2 hotels under InterContinental Hotel Group […]

Read More →

This week has seen several names drop -5% but on the 31st July ORI dropped the sharpest… ORI was the only name in the property sector that had suddenly dropped by -15% 2 days ago, and it made zero sense when comparing the share price performance of PSH, LH, AP, and ANAN during the day. […]

Read More →

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), […]

Read More →

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 […]

Read More →

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 […]

Read More →

BEM’s firm in solid 1Q, while targeting 4-5% growth in 2Q, average ridership of 370-380K/day to rise further on operating of Blue line extension later this year, potentially a month ahead of schedule. BGRIM sets Bt38.5b capex to build powerplants, sees healthy electricity demand from industrial estates clients, in talk to buy 36mw wind farm […]

Read More →