ANI reaffirms solid 3Q from robust traffic thru freight forwarding biz on high season, improved air/sea freight rate on surged demand for inventory restocking ahead of holiday season. Comment: Another one of those logistic players that had fantastic #’s during covid and are now experience the covid “hangover” BCH sees solid 3Q on seasonal, firms […]
Read More →AOT: S.KR LCC, Eastar Jet, will resume daily flights from Busa to Chiang Mai, effective Dec 19. BEM sees MRT ridership accelerates in 4Q supported by a 10 day event Vegetarian Fest in China town, Book fair at Queen Sirikit National Convention Center, improved traffic at Lumpini park & Silom stations from cod-ed of One […]
Read More →EGCO submitted bidding for renewable PPA with ERC combined 2,180mw. Comment: What will EGCO win vs GULF? OR teams up PTTGC to joint expand sustainable aviation fuel (SAF) to enhance entire value chain from refinery to retail fuels, out on sale by 1Q25. ORN says 2 of ongoing condos project in Chiang mai (The Astra […]
Read More →BAM: ARI-AMC, a venture company between Government Saving Bank & BAM will buy first lot of distressed assets in 4Q, target unsecured loan at 1st phase, 2nd jv with KBANK is under way, expects to get license from BOT by end of year. Comment: This is going to be a multi-year process, it makes zero […]
Read More →The only question people have is how quickly is the Vayu3 buying up the Thai market? Local brokers seem to think that it is at a daily run rate of THB 5-7 bn, at this rate it’ll be completed by the end of October, and then? The upside(s) The downside(s) There are no unknown risks […]
Read More →Notable Transactions Buy(s) THB 141 mn Sell(s) THB 122 mn
Read More →ASW reported 9M residential sales +24% yoy above Bt14.5b account for 82% of Bt17.8b FY target thanks to well diverse portfolio between leisure condo in tourist town, campus condo and SDH project, will launch Bt5b project 47 storey 606 units, Aquarous Jomtien Pattaya, in 4Q BAFS keeps 5b ltrs FY jet refueling volume target, expects […]
Read More →CPAXT relists today, post amalgamation, but under original ticker. No ceiling/floor caps. Comment: Yawn… GULF shareholders meeting to approve merger with INTUCH today. Comment: Of course it’s going ahead, this just helps GULF’s stretched balance sheet… NRF to open 4,000 sq.m. Asian supermarket, Bamboo Mart, in Victoria Parade LDN, will add 1 more in LDN’s […]
Read More →Yup, I’m back to doing Company Interviews, enjoy 🙂 Tanachira PLC evolves from a Kate Spade partnership into a multi-brand lifestyle retail powerhouse, managing diverse brands like Marimekko, Pandora, and Gordon Ramsay restaurants across Asia-Pacific, with a focus on creating meaningful customer experiences and sustainable growth. What is the History of Tanachira Tanachira PLC’s history begins […]
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