AMATA signs consortium with Dept of Urban and Housing and Development (DUHD) to develop smart city in Yangon Myanmar, AMATA will hold 80% of the projects. Comment: The share price has finally come off (with the market) but I still wonder where are these land sales? BBL no cash call plans for Permata acquisition, seeks […]

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AGE sets Bt8b revenue target this year, 3.6m tons of coal sales, aggressive in logistic business expansion. BBL launched QR code worldwide digital payment services via mobile app, BBL BeWallet. Comment: Now that’s something! CI to bk Bt210m from disposal of 15.74% (15.74m shares) of BKKCP to 4 private investors in 1Q20; will hold 17.55% […]

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MTC sees record high 4Q on seasonal, reaffirms 25-30% loan port growth, <2% NPL, sets 20-30% revenue and profit growth target for next year. Comment: A friend in this industry has gently informed me that my thoughts of MTC and SAWAD are lying on their NPLs are incorrect. He informed me that the real default […]

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BTS to cod 4 skytrain stations (Ratchayothin 24, Ratchayothin, Senanikhom, Kasetsart Uni) on Dec 4. IRPC sees recovery in 4Q from petrochemical, refinery and progress in US-China trade deal.Opening of bidding envelops for 45MW Srinakarin Dam floating solar projects is scheduled for today, SCC, GPSC, SPCG, GUNKUL, WHAUP, EPCO, IRPC, BGRIM and among those vying […]

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AKR JV partner to invest 20mw solar projects in Vietnam, seeks to expand solar panel & transformer sales abroad, will bid 2 projects from authority worth Bt4.5b expects to win at least 10-15% of total. AP to start transferring Bt7.9b “LIFE One Wireless” this month, after 100% sold out. Comment: It will be interesting if […]

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BTS is spending >Bt10b to develop a mixed-use projects on 200 rai along Bang Na-Trat Rd near Thana City, to capitalise on light rail transit (LRT) expected to start construction next year. Comment: The new cookie munster in Thailand. Just taking everything on sale in Thailand and the region. CENTEL signs contract KMA Group to […]

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AMA expects to wrap up M&A logistic co in October, to branch out from sea freight to onshore logistic. Comment: Ships are rocking atm and I think you’ll see far more upside in the coming quarters-years Association of Investment Management companies mulls pulling off investment in JAS following mgt scandal on insider trading in JTS. […]

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AH sells shares of JV company in Vietnam, AVAP, to Vinfast trading for Bt377m, will book gains in 3Q. Comment: From talks with folks in Vietnam, this is because Vinfast is slow with the roll out and difficult with negotiations.  Most likely a prudent move made by AH. DEMCO sees strong 2H upon realizing Bt1.13b […]

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ALL to boost recurring income to 20% in 5 years after investing in the New Forum Plaza, to realize Bt4b backlog in 2H, on track to exceed Bt4.5b revenue this year. Comment: And its a trend amongst all the property developers to build a recurring income asset. Those that haven’t will continue to suffer ASIAN […]

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RATCH in talks with 2 powerplants operations on M&A to offset revenue lost from retirement powerplants in Ratchburi during 2025-27. SCB, BBL and KTB followed KBANK’s lead in cutting lending rates by 25 bps, while keeping the MLR (prime rate) unchanged, responding to Bank of Thailand’s surprise rate cut last wk. Deposit rates were left […]

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