Updates
Loss of GSP privileges insignificant : Move will have little impact on exports . The latest move by the US to suspend benefits under the Generalized System of Preferences (GSP) for Thailand, which comes into effect in six months, is not expected to affect local exporters much, but further trade protectionism by Washington may be […]
Read More →AAV seeks to boost revenue from air cargo, digi travel and loyalty program to balance revenue mixed and utilize, will tighten up cost saving to boost margins. Comment: I wonder how long until Thai Airways recaps… HUMAN sees stronger 2H19, sets Bt50m capex for 2-3 JV in HR related venture by end of year. Comment: […]
Read More →BAY added 3 features, digital account opening, online travel insurance service and e-marketplace (promo campaign) to KMA mobile app to double vol of active users. Comment: And then once the banks have hooked us onto their apps will they begin to charge fees? EA denies chatter that Taxi Co-op had cancel order for 3,500 EV, […]
Read More →CKP sees big jump after COD Xayaburi hydro dam y’sday, 1,200MW. HMPRO sees strong demand for home improvement 4Q on seasonal, expects tailwind from govt cash handout and rebate scheme, will open 2 Megahome in 4Q, upbeat GPM aft revamped prod-mixed. Comment: They are hoping that 4Q will be a seasonal high, if not its […]
Read More →AMA mulls to add 30-40 oil trucks from current 161 vehicles to fill logistic demand for petrol, biodiesel and vegetable oil and liquid prods. Comment: Given that it has fallen so much I wonder if there is value here… Transport Ministry has suggested AOT to halve its landing and parking charges at all airports under […]
Read More →And now the SET is only up +1.9% for the year. So now what? Banks – My thoughts haven’t changed on this sector for the past few years and I don’t think it will change for another 12 months (though I may wake up in the morning and suddenly have a different viewpoint) Energy/Commodity related […]
Read More →Notable Transactions Buy(s) THB 33.3 mn N/A Sell(s) THB 14.89 mn N/A
Read More →ACG sees recovery vehicle sales 4Q on seasonal, will amp up year end campaign to boost sales, plans to add 15 dealerships next year to expand sales and maintenance services. Comment: That doesn’t seem to be the case when look at the sales #s for the industry domestically/regionally/internationally AMATA reassures solid turnaround from strong IE […]
Read More →Aid package for property under way : 0.01% mortgage, transfer fees touted . An aid package for the property sector that includes a temporary cut of mortgage and transfer fees to a single rate of 0.01% for homes priced at up to 3 million baht will seek cabinet approval this month. Bangkok Post FTI lowers […]
Read More →Transport Ministry said he has full authority to revise BEM’s concession extension before the expiry date in Feb 2020. CP Group led consortium, including ITD, CK, BEM, signed a Bt224b contract yesterday to build high-speed train route linking 3 major airports, which is expected to boost economic development and create >100K jobs. Comment: And this […]
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