CPALL hiring 20k motorbike drivers to accommodate surge demand for 7-11 Delivery services, following soft lockdown. Comment: Amusing isn’t it that 7-11, tesco’s and BIGC’s are allowed to operate completely whereas everyone else has to shut down? FSMART inked deal partner to be Covid-19 insurance agent via its top-up machines, target 500k policies sales this […]

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AAV to book Bt4.3b gain from selling 10 A320, before leasing back 9 of them. Comment: A tough industry getting tougher by the day. Although this my put them in a stronger balance sheet position versus their competitors BDMS board member, Puttipong Prasarttong-Osoth, sold 2m shrs at Bt25.5 avg on Thurs (Jan 9), SEC filing. […]

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AOT to sign MOU with NBTC on November 27, offering 5G commercial services at Suvarnabhumi airport in May 20, the 1st in ASEAN. BGRIM’s Bt8b CD were fully subscribed, will use proceed to expand 3,000mw LNG powerplants in Vietnam. EPG sees strong 3Q-4Q (Oct 19-Mar 20) on seasonal, higher efficiency and lower petrochemical price, but […]

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BTS-GULF-STEC-RATCH (BGSR) consortium wins Bt 40b O&M motorway contract for Bang Pa In-Nakhon Ratchasima & Bang Yai-Kanchanaburi routes. Comment: And boom! Interesting to see GULF join this consortium in addition to the relationships they have with PTT it looks like their fingers are in every pie ORI: to open 2 hotels under InterContinental Hotel Group […]

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BPP to cod 19mw JPN solar & 52mw China geo-themal powerplants in 3Q, 660mw out of 1,320mw SLG coal-fired pp to cod in 4Q (BPP hold 30%), 660mw phase 2 to cod 1H20, 80mw Vietnam windfarm will start cod 4Q20 till 4Q21. III anticipates 2H turnaround from surging cargo traffic on seasonal, new route launched […]

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ANAN to adjust sales strategy by focusing more on existing stocks and expansion in China, sees Bt300-400m recurring income from serviced apartment, reaching Bt1.8b in 2021. Comment: Questions are still around regarding the condo transfer market, hence why this name is still at 5x PE JUBILE sees strong 2H19 on seasonal and new products to […]

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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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And boom these are the latest changes to the MSCI announced yesterday. MSCI STANDARD: (+) INTUCH, RATCH, DTAC (-)  DELTA MSCI GLOBAL SMALL CAP: (+) AEONTS, AAV, BLA, EASTW, PSH, TASCO (-) MC, PRINC, THCOM, TFG, VGI, VIBHA

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ADVANC’s board to decide on May 9 whether to take up Government’s offer to defer payments of 900MHz license fee, sets 1m AIS Fibre customers and becoming top 3 by 2021. Comment: Of course the telco’s are going to take it, its free savings. Absolutely ridiculous move by the government. AP to launch Bt8.8b JV […]

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BAY sees ytd corp lending +6% yoy frm surged dmd for wrking cap, expts fees inc jump frm multiple M&A deals & overseas expansion. Comment: I just don’t see the banking sector doing well…if someone has a different opinion please share. CHEWA sees +ve surprise 1Q frm better than expted townhome sales and strng condo […]

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