BEM mulls opening talk with State Railway on Orange line fare agreement, veto fare cut for 10 years from cod as company, exposes to risk on fluctuation of ridership traffic plus rev sharing to SRT. GULF acquires 35% stake in 540mw Burapa Power for Bt120m, scheduled to cod in 2027. Comment: They needdddd cashhhhhh , […]
Read More →ACE signed 20mw community solar PPA with Provincial Electricity Authority (PEA), scheduled to cod in 2027. Comment: All these clown ESG renewable stocks that sucked the cash out of our pockets are declining rather rapidly… AQUA’s subsidiary, TCDC, signed a 7 years warehouse lease contract with Unilever, expects to generate Bt1.672b income stream during contract. […]
Read More →AAV sees lower demand during 2Q & 3Q on seasonal, avg load factor of domestic mkt dropped to 90% in 2Q vs 94% yoy, international routes at 90% in 2Q up from 83% yoy, urges govt to consider reducing jet fuel tax from current Bt 4.726/l to lower travel costs for domestic tourists, will open […]
Read More →Presented without comment
Read More →ADVANC: Supreme Administrative Court concluded that co., is not obligated to pay Bt 16.252b additional rev share from roaming service claimed by National Telecom. Comment: Yayyy and this why they got the go ahead for the “amalgamation” (Note: I’m catching up on Thai company news on the 17th evening on an airplane) SEC has accused […]
Read More →Notable Transactions Buy(s) THB 108 mn Sell(s) THB 50 mn
Read More →Bonus 16 (there’s just too much goodness)
Read More →BLAND: anticipates traffic & occupancy rate at IMPACT exhibition center accelerate next year aft Pink line monorail extension completed in 2H25, mulls develop mixed-use project to boost growth. Comment: This muang thong property…it’s just impressive what’s being achieved….it’s just unimpressive how long it has taken. CPAXT: CPALL will buy CPAXT shares from shareholders who vote […]
Read More →ITC reaffirms double digits revenue growth in 2Q supported by OEM pet food sales for private label clients, mulls revise up FY revenue growth from current 15% aft 2QW results. Comment: Function of base comp… LANNA sees mediocre 2Q as coal price shrink on seasonal, improved operation from ethanol unit to provide cushion. LEO signed […]
Read More →AUCT sees positive earnings momentum carry thru 2H as finance institution purging repossessed vehicles before end of year, target FY vehicles traffic thru auction yard w/in 200k-250k units. Comment: Earnings is not going to be an issue for AUCT for the next 2 years. ERW to open talk with landlord, The Syndicate of Thai Hotels […]
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