NBTC’s handed an official warning letter to a ADVANC’s unit, urging it to strictly ensure cybersecurity and data protection after the firm accidentally exposed its database of 8b internet records online without a password during a scheduled test earlier this month. BAM cuts 25 bps for all type of interest lending charged to clients to […]

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ASIAN anticipates 2Q turnaround from recovery pet food sales and frozen food aft China reopens, allots Bt230m budget to revamp production line and cold storage, maintaining 20% revenue growth target. CPN in co-operation with Internal Trade Dept prepares a space for free for farmers to sell their products during April 15-30 at various locations. CRC […]

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AOT target 7-8% revenue growth FY20, expects passenger arrival +5-6% yoy, seeks to boost revenue from cargo business and non-aero revenue to balance revenue mixed, expects to kick-off airport city projects next year. Comment: International passenger arrivals continue to rock and roll, its the domestic traveler #’s that are declining rapidly. The Government is focused […]

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ADVANC’s ready for 5G auction with Bt62b available cashflows. Comment: It’s a yield play more than anything else AOT reports 141.87m passengers last fiscal year, +2% yoy, with international passenger growth of 4.4%, flights +2.41%. Comment: And look, there’s still growth, I think 4Q may be a bigger positive surprise than people expect in terms […]

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AWC to be added to FTSE All World at close of Oct 17, estimated inflows of $48m, Kao Hoon. Comment: Just funnymentals here. KBANK appointed Kattiya Indaravijaya to succeed outgoing CEO Banthoon Lamsam, who becomes chairman in a reorganization after FY20 AGM. NOBLE founder, Kitti Thanakitamnuay, sold remaining 17.66% (80.593m shrs) at Bt22.82 to Crowne […]

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Chief Executive Officer, Mr. Lee Chy Tek Lionel discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestorThailand.com. TET: RML’s strategy has undergone some transformation. Could you explain the details of the company’s new strategy? RML: We found ourselves a good Thai partner with KPN Property to assist in the knowledge of […]

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ASIAN sees big jumps 2Q from strong pet foods sales and OEM order from plant in China, maintain Bt10b FY19 revenue target, Bt13b next year. CNT anticipates recovery 2Q from recognition of construction projects, target to secure at least 20-25% of Bt50b current bidding, 50% of Bt13b backlog to realize this year, firms on 20% […]

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BEM BEM is confident that the second phase of the Blue Line extension will open in September 2019 and the third phase will open in 2020. It will ask for a renewal of the second-stage expressway concession in mid-2019. It expects expressway revenue growth of 2% and MRTS revenue of 7% next year, excluding the […]

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BGRIM BGRIM is going ahead with an investment in a solar farm in Vietnam after Vietnam government extended the COD time frame to the end of 2020 and raised the tariff. Electricity demand in Vietnam is increasing. It expects to set up 200MW more in power plants, up from current 677MW in Vietnam. (Thun Hoon, […]

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CENTEL CENTEL expects 2018 revenue growth of 7-8% supported by high season, economic growth and recovery of Chinese tourists. It is acquiring 2-3 food companies both at home and abroad. One acquisition will be clear this year. It has raised its investment budget to Bt3bn (from Bt2.4bn) to support its revenue growth. (Thun Hoon, 22/8/18) […]

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