AMATA mulls revising up FY22 revenue guidance from improved land & utilities sales, Bt1.45b out of Bt4.768b backlog to realize this year, sees upside from increased FDI. AMATAV target 100% revenue growth this year from strong industrial land sales in Vietnam from manufacturing relocation, higher selling price yoy on surging demand. Comment: Low base more […]
Read More →BCH sees solid yoy growth in 2Q22, on easing covid situations, boosting non-covid related traffics and oversea patients, firms on Bt17b revenue target this year, +104% vs 2020 and 1mil social security patient contract. Comment: Hmmmmm BGRIM anticipates 2Q turnaround from repriced Ft, improved feedstocks mgt, eyes M&A renewable power to diversify portfolio. CRC sees […]
Read More →And so is it done? (what are you talking about?) Ah yes, the Russia/Ukraine war, the slap heard around the world, the monkeypox fear, the interest rate hikes in the Anglo-Saxon world, all the above. I would say, yes to all but the interest rates, there’s still another month or 2 of noise to come […]
Read More →Notable Transactions – Now that earnings season is over they are all back to buying/selling Buy(s) THB 680 mn JMART – Holy $hit. He and his son are still accumulating MEGA – Thats a rare massive purchase by one the GP group family SA – The fact that they are still solvent is impressive, but […]
Read More →I’m going to the theatres for this, Top Gun 2 marks the reopening of the world! Tom Cruise is going to save us all!
Read More →National Security Here’s a list of recent national security measures some countries have taken: Indonesia changes its mind more often that a crack addict regarding its commodity exports, at one point it bans the export of coal, then the next month it allows it, then it decides to ban the export of CPO, and then […]
Read More →Oil Fuel Fund seeks loan of B40bn: Cash needed to subsidise oil prices. The Oil Fuel Fund has enough credibility for financial institutions to extend it loans to boost liquidity, enabling it to subsidise the domestic oil price, says deputy permanent finance secretary Theeraj Athanavanich. Bangkok Post Joint sandbox to be discussed: BoT in talks with […]
Read More →AAV: will resume 2 daily flights from SIA to KL from June 20. Comment: A large segment of the population still doesn’t realise how quick traveling is going to come back, but, only for certain segments. And AAV is going to easily pass the higher fuel costs for the first 6 months. Next year it’ll […]
Read More →BCP sees recovery in fuel sales, after boosting refinery output to >120K bbl/day, sees growth in marketing business, plans to add 80-100 retail stations, boosting total to 1K by end of year, sets Bt39b capex for this year. Comment: There’s still plenty of room for BCP to grow in the retail business. BDMS plans Bt23.5b […]
Read More →AGE upbeats 2Q earnings from strong coal sales volume & selling price, tailwind from agricultural commodity transport & bulk logistic, mull revise up full year revenue target from current Bt16b. Comment: Well newcastle prices are up….4x in 12 months BYD to issue 31.32% new share, offering as PP at Bt7.062, raising fund for transport business. […]
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