AGE sets 5.5m tons coal sales target this year, boosting rev to Bt11b, sets Bt280m capex to expand logistics. Comment: Oh hello high coal prices and inventory gains. Think I’ve been banging on about this for 6 months. AOT expects 370K passengers thru Suvarnabhumi airports during 10 days around Songkran, +10% yoy, with flights increasing […]
Read More →Watch for a messy re-opening for tourism. Too many q’s re Phuket…1) Will this incompetent bunch of donkeys actually be able to systemically vaccinate the population there? 2) What about the tourists from Bangkok that frequent Phuket at the moment, do they not outnumber the potential number of foreign tourists for the next 3-6 months? […]
Read More →Notable Transactions Buy(s) THB 7.3 bn OSP – Left pocket right pocket, though I think the seller is probably going to build a massive art gallery after receiving this pile of cash. MJD – Largest shareholder in the family here takes another ~3% of the shares, way below market price. JMART – And boom the […]
Read More →NBTS said postponing 5G license payment proposal is in conflict with TORs and a special order under Article 44 is needed, otherwise would sure to result in further lawsuits. Transport Ministry to sign TH-China high-speed rail projects today, total 3 contracts worth Bt27b, China State Construction-NWR-AS Associate consortium wins Bt11.525b, ITD’s Bt6.57b and UNIQ wins […]
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