So the government has come out with the another round of property stimulus measures, and here are the details: On October 22nd, 2019, the Cabinet approved a temporary reduction in transfer fee from 2% to 0.01% and mortgage registration fee from 1% to 0.01% to those home buyers of up to Bt3m/unit. It will last […]

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AIT wins digital ticket pj from State Railway authority worth Bt920m. Comment: And IT co’s continue to win projects AOT to sell TOR for DMK airport duty-free concession Oct 24 – Nov 8, opens bid on Dec 11, drops CPN from auction on violation of TOR terms on dispute over Central Village pj. Comment: Well […]

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Notable Transactions Buy(s) THB CGH – A trade between two family members PF – The CEO buys 1% of shares MTC – Director buys a decent size of MTC. PSTC – The CEO buys a decent chunk SPALI – The owners are buying shares, so no real estate crisis? Sell(s) THB CGH – See above

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AQ files lawsuit against KTB and its board, seeking Bt3.9b for breaching compensation payment terms. BANPU to cod additional 2 powerplants projects combined 71mw before end of year. CK wins contract to build integrated medical and public health center building for Thai Red Cross Society worth Bt2.16b.COM7 sees 4Q earnings from newly launched Apple products, […]

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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 […]

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CENTEL firms on Bt28.188b 3 years capex, sees stronger 2H on seasonal F&B and Hotel business. Comment: CENTEL vs MINT take your pick for the next 3-5 years.  COM7 upbeats 3Q earnings from larger stores network on BTS stations and contribution from revenue sharing via Kerry Express operating at COM7’s 20 outlets. Comment: Well that’s […]

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CI sets Bt6.4b capex for 6 projects this year, while Sri Panwa Hainan hotel to open next year. ECF’s unit, ECF-Power, to cod 50mw Minbu solar projects in Myanmar on Jun 27, will book 20% contribution from investment, target cod phase 2-4 combined 220mw by end of-FY21. MG launches new EV, MG ZS EV suv, […]

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AOT reports passenger traffic at SIA during TNY Apr 9-18 at 1,874,866, +7.18% yoy, aircraft movement +9.73% yoy to 10,306 flights during holiday. Comment: This is interesting, because it may imply that the increase in travellers may be Thai’s going abroad as opposed to tourists visiting Thailand given the latest tourism data. BEC board to […]

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ARIP branches out from event organizer & media publication to digital services, aiming to capture demand for turnkey digital platform for corporate, target 10-15% revenue growth this year. BCP target FY19 EBITA growth >30% driven by higher cracking capacity at 115k bblpd +12% yoy thanks to absence of maintenance shutdown, sets Bt14b capex for ethanol […]

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BANPU sets 48m tons coal sales target this year, $835m capex for FY19-20, while BPP, its power unit, to COD pp in Japan and China worth combined 114.2MW, to wrap up 80MW wind pp phase 1 in Vietnam by 1Q19. BJC sees positive SSSG from recovery consumptions and government stimulus package, will open 1st BIGC […]

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