CKP to increase capacity to 5,000MW by end of 2025 from 2,100 now, thru new investments and M&A in hydro power projects and other renewable energy, plans Bt2b CD in Oct to re-finery, sets Bt6b capex to develop Luang pra bang hydro power plants & solar projects in Laos. HFT reaffirms big jump 2H supported […]
Read More →AP’s booked Bt23.3b presales in 8M21, on rising price of single detached house, mulls 5 new launches worth Bt7,020m this month. BM reaffirms record high profit, despite slight hiccup in 3Q, confident on 4Q growth, supported by Bt300m backlog. EGCO, RATCH & Electricity Generating Authority (EGAT) established JV, Innopower, to invest in start-up R&D co., […]
Read More →ADVANC agreed to pay Bt448m to settle Bt50b dispute with NT, paying ways for future collaboration. Comment: All of these lawsuits will be settled due to the new owners. APCO launches antiviral supplement, MyLife100, out on sales October 1. Comment: And these snakeoil salesmen have another bunch of rubbish supplements for you to try. BAY’s […]
Read More →Look at the technology sector since GULF took more shares in INTUCH therefore controlling ADVANC (AIS). When you talk to those working at AIS, there’s already a shift with the management/employees working there (ie. less middle management Singaporeans). GULF will probably extract as much cash as possible from ADVANC/INTUCH, but then I wonder what happens […]
Read More →Notable Transactions Buy(s) THB 202 mn JMART – And he’s still buying shares in the market. Some say he’s artificially supporting the share price, others say he believes in the potential of the group. XPG – The Chairman subscribed via the RO. Sell(s) THB 263 mn TEAMG – Sale by the founders/shareholders to SCC. PPM […]
Read More →Debt restructuring to be extended: Period for some business sectors could be increased to 10-15 years. Debt restructuring periods offered to borrowers affected by the pandemic could be extended to more than 10 years, says Thai Bankers’ Association (TBA) chairman Payong Srivanich. Bangkok Post Four tourist towns: Chiang Mai, Prachuap Khiri Khan, Chonburi, Petchaburi will […]
Read More →AAV issues bond via crowdfunding, at 6.75% p.a., min Bt50K, with special promotion offering return tickets on domestic routes for Bt100K subscription. Comment: Does this demonstrate an inability to raise capital for AAV or simply they are offer to their customer base a potential good deal? DOHOME records 30% growth in 9M21 sales, on double […]
Read More →BJC revamps food courts across BIG C branches to boost traffic, curb costs to boost margins, expand coverage to wholesale market, expects double digits growth HoH on improved SSSG. Comment: How far away are we from one of the big groups deciding to build their own city in Thailand? MEGA reaffirms 6-10% revenue growth target […]
Read More →AAV mulls adding more flights to accommodate demand for travel, sees advance booking jumps on Chiang Mai, Chiang Rai & Hat Yai routes. Comment: The limited flights that are going around the country – are full (up to the 75% limited) BAFS anticipates FY22 turnaround from recovery jet refueling business, target sales volume +110% yoy […]
Read More →M: sees positive SSSG after dine-in curb lifted, expects meaningful turnaround 4Q, delay stores expansion to next year, online delivery is here to stay. Comment: The market will be for the big boys. OSP: plans to add more health & wellbeing products in 2H, sees positive sales momentum on C-Vitt vitamin drink & Co-brand vitamin […]
Read More →