ThaiCapitalist research
It’s been in the news for a while that BEM has been fighting with EXAT to get back someTHB 8 bn in lost revenue.. “The Expressway Authority of Thailand (Exat) has decided to petition the Administrative Court, asking it to revoke an arbitration committee’s order that it pay more than 8 billion baht in compensation […]
Read More →ADVANC ADVANC has confirmed that it will be bidding for the 900MHz on May 27 with a bid of Bt75.65bn. (Kao Hoon, 25/5/16) DTAC DTAC unfazed by more 4G competition — The country’s second-largest mobile operator shrugged off increased competition from its rivals, saying that Advanced Info Service (AIS) and True Move will also face […]
Read More →AAV AAV expects 2Q16 earnings continue to be good supported by passenger growth and lower oil price. It plans to open four new routes. In 1Q16 earnings was over Bt1bn due to high season. (Thun Hoon, 24/5/16) AP AP launched two new condominiums valued at Bt3.64bn. Presales will be held on June 4-5. It targets […]
Read More →ADVANC ADVANC and TOT set to launch service under a joint trial – ADVANCED Info Service and TOT are expected to sign a contact signalling the launch of a joint-trial commercial service on the state agency’s 2.1 gigahertz spectrum shortly after the reauction of a 900 megahertz licence on Friday, Information and Communications Technology Minister […]
Read More →There’s been a lot of hubbub in the past week that the Fed will potentially (again!) raise rates in the upcoming June meeting. Anyone else thinking that this is beginning to feel like Groundhog day?
Read More →Notable Transactions Buy(s) THB 52 mn VNG – The Vice Chair(wo)man may see something that I still don’t Sell(s) THB 434mn TKN – From what I’ve heard its block sales to major investors/institutions
Read More →Ticon Industrial Connection Plc is the country’s largest provider of industrial properties for rent and also a major provider of warehouses to serve companies’ logistics needs. Managing director Virapan Pulges discusses the company’s strategy and outlook. What are your views on the region and Ticon’s ability to expand to neighbouring countries? We have begun an […]
Read More →ADVANC ADVANC will bid for 900MHz. It is ready to pay the guarantee of Bt3.78bn after getting backing from BBL and KBANK. The bidding will be on May 27 and first payment expected in June 2016. (Thun Hoon, 19/5/16) Comment: Should be a non-event, my eyes are just turning towards 2Q #’s to see how […]
Read More →A few interesting points to note from 1Q16 earnings Food&beverages, Petrochemicals, Construction Services, STEEL!, Packaging and Paper& Printing materials all had both YoY and QoQ profit growth Automotive has finally stopped dropping Insurance & Electronics got killed
Read More →Here is the biggest WTF, with every government budget, the Ministry of Education has for the past … decade or so received the highest budget (or near the top) amongst all the government departments and yet the education levels here are still incredibly low when compared to the … well virtually any other country. Doesn’t […]
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