AAV eyes 20m FY24 passenger target, supported by improved traffic to China on the back of visa wavier scheme (93 flights/week vs 83 in 4Q23), larger fleet size yoy (60 aircrafts vs 56 in FY23), new route from Taipei-Okinawa, Taipei-Osaka, Kaohsiung-Narita start from 2Q. ADVANC and TRUE are awaiting NBTC’s draft auction planned for 3 […]
Read More →BEM sees all time high daily MRT riderships in Feb at 550k trips, tollway traffic hit 1.2m trips, rental revenue growth from commercial space +10% yoy, firms on 8-10% FY24 revenue growth target. CHAYO board approved spin-off plan of subsidiary, Chayo Capital (CCAP), will sell IPO up to 125m shares and list on MAI. Comment: […]
Read More →Oh look, several sectors up MoM, there’s no “hope”, “belief” you name it for Thai equities at the moment. I wouldn’t be surprised to see figures look better than expected for multiple sectors…then again I can also paint the bear argument, valuations, no real FDI, and a country still dealing with the piss-poor military donkeykong […]
Read More →Notable Transactions Buy(s) THB 510 mn Sell(s) THB 175 mn
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