DOHOME upbeats 3Q earnings from positive SSSG and order from government agencies, sees momentum carry thru 4Q from shopping tax break scheme and full quarter contribution from newly opened full scale outlet in Rayong and 2 Dohome To Go branches, expects demand for home repairing surge aft continuous rainfall. EPG reaffirms solid turnaround 3Q from […]

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BGRIM signs Bt5.67b green loan with ADB to invest 257mw solar projects in Vietnam. Comment: This group is doing a great job getting capital and projects all over the region.  BTS: admin court issue an injunction to MRTA over changes made to the ToR of Bt142.7b orange line MRT after bidders purchased envelopes, maintaining evaluation […]

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AMA plans to add vessel before eoy, in talk M&A tanker & logistic business, plan to wrap up 2 deals 1H21, will report 3Q net profit on November 6, reassure turnaround from improving traffic on reopen. AOT’s cashflows drops to Bt40b from Bt77b normal level, may run out in mid-2021 if situation prolongs, may have […]

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AOT sets Bt30b capex for runway-taxiway repairing, renovates passenger terminals. ARIN: local fund, BBLAM, raised holding to 15.3312% last Monday (Oct 12), SEC filing. Comment: Incorrect news, both BBLAM and MFC have combined ~28% which is via the local Private Fund vehicle and therefore the shareholders are the same. DTAC reported 3Qnp at Bt1.43b, -18.7% […]

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Well I was smacked in the face with the market reaction to these protests. I may write about the protests later…but its a non-violent movement, an excuse for the weak hands to dump the shares that that they don’t have confidence in. (or at least that is what I am telling myself) It’ll be interesting […]

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First STV arrivals due next week : Two groups of Chinese tourists with Special Tourist Visas (STV) will arrive in Thailand on Oct 20 and 26, Tourism and Sports Minister Phiphat Ratchakitprakarn has confirmed. Bangkok Post FTI urges caution in carrying out new emergency decree : The use of an emergency decree is aimed at […]

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ESSO sets Bt1.2-1.5b capex to boost total petrol stations to 700 next year, and to improve efficiency at its refineries. Comment: That’s interesting, normally this company is fairly/slow quiet in terms of petrol station expansion. With PTTOR IPO’ing its could potentially be a blood bath in the industry in terms of declining ROIC’s per new […]

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AMATA anticipates 2H earnings recovery HoH from improved recurring income and utility sales from IE as activities increase posted reopen, upbeats L-T outlook from increasing production base relocation and diversify land portfolio across CLMV. Comment: They wish that they were as clever/aggressive as WHA to expand into recurring income businesses CHAYO estimate asset management subsidiary, […]

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ALT upbeats future earnings after branching out from telcos network infra business to traffic management software, sees increasing demand for automatic number plate recognition for parking-lot & traffic monitoring, eyes 500 licenses sold by end of 1H21. AUCT anticipates solid 4Q after raised entry fee on vehicles enter the auction from Bt8k to 9k/unit, improved […]

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