ATP30 Expands Solar Rooftop & E-Bus Fleet: Phase 2 solar rooftop capacity +120kW; fleet expansion to 30 e-buses by year-end. E-bus margins 25% higher than ICE vehicles. Comment: Well with the cronies fully back in charge, perhaps all these ridiculous ideas will work again… COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →CKP sees positive momentum carry thru 3Q driven by strong flow rate at Xayaburi & Nam Ngum hydro power plant on the back of heavy rain from tropical storm Vipa, improved margin on cogen power plant from lower natural gas cost. CPN collabs with UAE Ministry of Interior to offer exclusive benefits & discounts to […]
Read More →CWT board approved plan for listing of renewable unit, Green Power 2 (GPT), on MAI, will sell IPO not exceed 31.81% of GPT’s paid-up. GUNKUL signed direct PPA with JPN partner, Murata Manufacturing (TH), will develop 7mw solar farm at 1st phase, target cod 1Q26. OR expects no material impact on retail business because there […]
Read More →CPAXT reaffirms that no investment plans in any other project of Magnolia Quality Development Corp (MQDC), nor has it provided any financial support or engaged in any fin relationship with MQDC as per rumours spur in the mkt. Comment: We fully believe everything that CP group has to say about MQDC. Oh c’mon, it’s broke […]
Read More →BCP: 123.9m shares (9% of outstanding) crossed yesterday after market shut @ Bt36.57, 5% discount from close price, valued at Bt4.5b. Comment: This is a despicable act for the country…these “new investors” have fleeced the country DELTA said solid 1Q25 to help achieve double digit growth in FY25, new solutions to cater for rising demand […]
Read More →ADVANC sets 3-5% revenue growth target this year from mobile and BB, to convert service stores into retail shops and digital services, with virtual banking license to add value. Comment: Either this comes from ASP increases or from taking market share from True. DMT targets new business venture to boost sustainable business growth, bid for […]
Read More →AAI sees no impact from Trump trade policy on pet food business, mulls increasing exposure in middle east to diversify earnings, additional production capacity of 3ktpa up on stream from 1Q25 to boost this year earnings. EA announced cash call via RO, selling 4.95b shares to existing holders, issue free warrant (EA-W1) not exceeding 1.237b […]
Read More →PTT and OR denied reports that they were charged by the DSI for money laundering and fraudulent activities based on accusation that GGC sold crude palm oil (B100) to OR at below Government’s min price, causing GGC huge financial loss several years ago, saying it was a BAU. Comment: This is a hilarious rumour… SKY […]
Read More →AOT: Malaysia based Batik Air will introduce new direct service btw Johor Bahru & Bangkok on Dec 1, 24. On separate note, ITA Airways has started direct flight btw Rome-BKK on Nov 17 and will extend til mid-2025, from initial plan for only during the cool season. Comment: The # of planes are in the […]
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