ADVANC ADVANC says the purchase of CSL shares creates synergy both in terms of revenue and cost reduction and will also strengthen its high-speed internet business. It says it will look at the regulations for the bidding for the 900-1800 MHz spectrum before making a decision to join. Its 2018 investment budget will be lower […]

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BBL BBL partners with AIA for business collaboration agreement for 15 years, allowing BBL to be able to offer AIA’s life insurance products through its network and other service points all over the country. (Thun Hoon, 16/10/17) Comment: This is a big middle finger towards BLA. So either you think that BBL is doing this […]

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AMA AMA to buy a new ship worth Bt382mn. This is expected to be transferred on August 15 and record revenue in 3Q17. It says it expects growth in 2Q17 earnings and still targets 2017 revenue growth of 50%. (Khao Hoon, 17/7/17) AOT AOT reports eight bidders for the midfield satellite building 1. The auction […]

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AP AP plans two condo projects under the ‘Life” brand worth Bt15.4mn. It believes revenue can its target of Bt12.4mn. (Thai Post 12/7/17) CPALL CPALL is issuing perpetual subordinated bonds worth less than Bt10bn with 5% interest rate for the first 5 years. (Thai Post 12/7/17) Comment: Refinancing their debt with lower and lower interest […]

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AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]

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BANPU BANPU targets 2017 coal sales to reach 47mn tons. It expects to benefit from higher coal price. It plans to acquire coal mines in Indonesia and Australia to underwrite future growth. (Kao Hoon, 18/04/17) BLA BLA expects to show a net profit of Bt1.2bn in 1Q17 after last year’s loss of Bt6.9bn. Behind this […]

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AOT AOT is interested in investing in Mae Sod and Khon Kaen airports to build them up as aviation hubs in the special economic zone. It targets three large projects in the Suvarnabhumi Airport worth Bt130bn to be done by 2021. (Khao Sod, 17/4/17) Comment: It is interesting that the Philippines has been faster at […]

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The last 3 weeks have been rather busy with traveling for both personal and work related activities, and yet really nothing happened much in the world, central banks were quiet, perhaps there was some temporary noise out of doha re oil prices but things have been relatively calm so to speak. First quarter numbers have […]

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ABC ABC plans to invest in education business. It expects to sign an MoU with Lanna International School in Chiang Mai, valued at Bt150mn. It plans to launch the Bt2.5bn ABC Residence Sukhumvit39. (Khao Hoon, 13/01/16) Comment: Wait…weren’t they going to do IT? And then renewable energy? And now its an international school and property […]

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4G!!! From a green light to a red light to back to a green light. News has announced that the NBTC will go ahead with the auction of the 2 telecom licenses on the 900-MhW and that it has been approved by the board, thus 15 Dec looks like a go. AIS being sued by […]

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