BEM to test run blue line MRT extension, Hua-Lampong-Lak Song, 27 km 11 stations from Aug 12, target cod from September. BJC reaffirms 2 digits revenue growth this year from BIGC hypermarket expansion, target full year SSSG above 2%, in talk clients to secure can packaging order, expects to wrap up 2H. EPG’s firm on […]

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AMATA expects jump start investments in EEC area following clarity of formation of new govt, sees IE lands trnsfr accelerate in 2Q, in talk to sell 320 acres land to clients, m/t 430 acres full yr sales t/g. Comment: Both WHA and AMATA are betting heavily on the EEC plan to pull them through AU […]

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The period between 1Q earnings and 2Q earnings are always the most fun because there is no real corporate announcements and everything is less driven by the recent announcements and purely market demand/supply for each name and the market/industries. So let’s see how the next 3 months perform. Ah yes and there’s still the US […]

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Admin Court issued a verdict dismissing claims by TOT against DTAC (Bt246b), TRUE (Bt59.6b), ADVANC (Bt5.45b) on access charges. Comment: And thats a boon to all the major players esp DTAC  AOT cut FY19 revenue growth target to 5% from 10%, revised down full year tourist arrival growth target to 5-6% from 6-7% from impact […]

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PPRP Coalition ‘Imminent’: Chuan’s selection as house speaker points towards make-up of next govt. Democrat Party list MP Chuan Leekpai was voted House Speaker yesterday, signalling that the Democrats and Bhumjaithai will join the camp led by the Palang Pracharath Party (PPRP) to form a coalition government with deals for cabinet seats already having been […]

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AOT to open bidding envelop for Suvarnabhumi airport’s duty free and commercial area today, among contenders are King Power, BA and ROH. Comment: And by now we all know that King Power has own for Suvarnabhumi ASAP in deal with SCB to provide low interest rates for used-car HP at 2.79% during promo event at […]

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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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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 […]

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That’s the amount that was traded on the Stock Exchange of Thailand yesterday, an all time high. Why? It was the MSCI re-balancing day and therefore a lot of funds had to be moved around. Is there a real net impact? No as the majority of the trades were done off the market for passive […]

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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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