GULF’s expected to report Bt58.5b Net Profit in 2Q, +797% yoy, thanked to ~Bt52b booking of ADVANC’s fair value, while normalized profit is expected at ~Bt7.24b, Thunhoon. Comment: Well there you go, that’s going to help to pump the name a bit. PTTGC is expected to take the final hit in 2Q from inventory & […]
Read More →KTB offers remedy package for retails & SME borrower affected from TH-Cambodia border clash, reduce mthly installment by 75% for 1 year for mortgage, 0% interest for 3 months than 2.5% p.a. for 33 months, monthly installment for P-loan also reduce by 75% for 1 year, 4.5% interest p.a. for 3 years, 0% interest for […]
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Read More →And in the blink of an eye, Thailand is one of the best, if not the best performer in the world this month. The threat of the Cambodians, tariffs, a new BoT governor and the Shinawatras potentially being kicked out has made Thai Stocks great again. We’re in the midst of earnings season and let’s […]
Read More →Wars are ridiculous…10 idiots vs 10 idiots creating issues for millions. Children die, no one cares. Just get the UFC to organise a Marquis fight between Thaksin and Hun Sen to settle this. Or just Blame the French: The border dispute between Thailand and Cambodia, particularly around areas like the Preah Vihear Temple, stems from […]
Read More →BEM sees record high profit this year to Bt3.9b, boosted by Government’s Bt20 flat fare for electric trains in BKK effective from Oct 1 this year, covering 8 lines and 13 routes and 276.84kms in total, seeing 20% jump in ridership. Comment: Well yes and no, it’s a function of a new line up and […]
Read More →CKP sees positive momentum carry thru 3Q driven by strong flow rate at Xayaburi & Nam Ngum hydro power plant on the back of heavy rain from tropical storm Vipa, improved margin on cogen power plant from lower natural gas cost. CPN collabs with UAE Ministry of Interior to offer exclusive benefits & discounts to […]
Read More →BBIK keeps 20% FY revenue growth target driven by digital business advisory & management consulting for virtual bank, as well as AI adoption from corporate including financial institution, insurance, manufacturing, commerce and energy sectors, seeks to expand CLMV. Comment: Not sure on the value of the digital bank, but BBIK is still considered one of […]
Read More →ADVANC adds Bloomberg TV, Fox News and Fox Business to exclusive content pkg on AIS PLAY Family package, allows subscribers to view content across all devices: smartphones, tablets, smart tv and PLAYBOX set-top box. Comment: AIS taking True out back and spanking them with the silly stick. AOT: SIA tops global list of airports with […]
Read More →BCH’s expected to report solid turnaround in 2Q driven by robust foreign patient traffic, higher contribution from SSO patient revenue following increase in adjusted RW, improved operation of hospital unit in Laos, tailwind from respiratory disease amid rainy season. KTC amends the company’s objectives to pave the way for expansion into life and non-life insurance […]
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