Updates
AP sees mmtum into 2Q frm real dmnd after 25% jump in 1Q presales to Bt41.8b. Comment: If 2Q #’s for the sector aren’t shit, then watch the sector re-rate positively, if they are then just look at LPN’s share price ASAP upbeats 2Q erngs frm surging car rental rev frm travelling dmd during long […]
Read More →AAV adds new route to Sihanoukville beach town in Cambodia, 4 weekly flights on route from July 1. Comment: Gotta love Airasia they really are everywhere and as a customer I love it. Has anyone else noticed how strong they are selling ad space on their planes? In the cabins? How they are selling food […]
Read More →CKP reaffirms solid 1Q from higher power generation efficiency at Nam Ngum 2 hydro powerplants in Laos and full quarter contribution of 2 co-gen powerplants in Ayudhaya (BIG phase 1&2) 118 & 120mw, 1,285mw Xayaburi hydro powerplants in Lao to cod in October, will book 37.5% revenue sharing from the investment, target 8-10% revenue growth […]
Read More →Notable Transactions Buy(s) THB 304 mn BTS – Boom he’s showing that he still thinks his name can run EVER – Hmmm what change is going on with the shareholders here? Sell(s) THB 235 mn JKN – I’m not entirely sure what is going on here, several strange movements BTS – Selling the warrants to […]
Read More →EA: report cod of 48mw wind farm, Hanuman 5, on Friday. Comment: Nothing new, but there are still several questions around their battery project… PTTEP: will book immediate contribution of Murphy’s Malaysia assets from 2Q, expects full year Oil & Gas sales +7.5% yoy topped 344kbpd, EBITDA +16%, mulls to buy Murphy’s Vietnam & Brunei […]
Read More →As much as we may like to contribute today’s market decline to the farcical election process that is currently occurring in Thailand. The whole region is down today and the THB is actually strengthening. On Friday last week the US yield curves (2/7) inverted and that has people spooked.
Read More →Notable Transactions Buy(s) THB 98mn JKN – And he/she continues to keep buying back shares. Sell(s) THB 42 mn TBSP – Must be a block trade done by this director…
Read More →AOT board orders study on splitting duty-free contracts to more than one contract in 1-2 weeks. BGRIM expects to wrap up M&A 2 Malaysia gas-fired pp combined 370mw this year, will finalize plans on 150mw wind farm investment in Vietnam before end of-2Q, target cod additional 697mw for remaining of year. Comment: They really are […]
Read More →AMATAV sets 125 rai land sale t/g this yr, mulls expanding landbank by 125% with Bt3b capex. AOT’s urged to split duty-free concessions, amid allegation of unfair treatment. A group of Thai retailers has threatened to team up with leading foreign duty-free shop operators to protest against the ToR. Comment: Well let’s see how this […]
Read More →BAY sees ytd corp lending +6% yoy frm surged dmd for wrking cap, expts fees inc jump frm multiple M&A deals & overseas expansion. Comment: I just don’t see the banking sector doing well…if someone has a different opinion please share. CHEWA sees +ve surprise 1Q frm better than expted townhome sales and strng condo […]
Read More →