AAV anticipates turnaround from lower fuel costs and improved cabin factors yoy, will take delivery of 4 new aircrafts to accommodate new routes, focus CLMV and south Asia.

Comment: Oil prices just confound me half the time. Then again a lot of things do. But at these levels I don’t see why the airlines won’t do better


ANAN acquires 5% of DTC (42.5m shares @ Bt12/share) for Bt510m, seeks to expand hospitality biz and boost recurring income.

Comment: Positive for DTC, ok for ANAN.


BA adds 2 new routes, ChiangMai-Krabi & ChiangMai-LuangPraBang, starts April.


BAFS target 4% jet fuel sales volume growth, driven by +6-7% aircrafts movement yoy, will bid for projects in U-Ta-Pao airport, expects to close deal within 1H.


BAY sets Bt7.5b – Bt8.4b budget to upgrade its digital platforms this year while it aims for 6% – 8% loan growth yoy, said CEO.


BEC to appoint LINE’s MD, Ariya Banomyong, to be top post with aim to expand digital channel, Tabloid.

Comment: Hmmm


KWM adds fertilizer mixture in agricultural machine line, target 20% revenue growth this year.


NOK’s confident rights issue will achieve capital increase target after THAI board took up for consideration its Bt545m subscription to the rights issue.

Comment: Ah it has issues again? And it has to raise money again? Rinse and repeat.


PLANB reaffirms big jumps 1Q from higher utilization of outdoor ad space ahead of election (80% vs 75% 1Q18) and larger digital ad capacity (1,300 screens vs 1,000 1Q18).


PSTC’s chairman, Panu Seetisarn, bought 8.1m shares at Bt0.29 average yesterday, SEC filing


PTTEP’s Mozambique LNG1 signs deal to sell 2m tons of LNG p.a. for 13 years to Shell, bringing total selling contracts to 7.5m tons p.a. with additional deal in future.


PTTOR, a unit of PTT, and BCP have agreed to reduce the premium diesel price by Bt1/litre from Febuary 6 to 28 at their petrol stations nationwide.


RATCH teams up ALT to expand underground fiber business, aims to capitalize expertise to capture government telco projects.


SKE in talk PTT to supply biomethane 9 tons/d, Bt45-50m contribution per year, expects to finalize deal within 1Q, target revenue growth no less than 50%.

Comment: Actually a rather stable business model here, ignore the share price drop and look into this.


The amalgamation plan of TMB/TBANK (TCAP) is expected to be concluded this month after being submitted to Finance Ministry for consideration.

Comment: I’ve commented a bit, basically the MoF wants their money back.


TRC’s unit, Sahakarn Engineering, secures underground wiring total 8.2KM worth Bt2.205b.

Comment: It’s the services for logistics business that has me interested in TRC


TVD expects turnaround this year from full year contribution of recently acquired Spring News Ch, eyes Bt360m contribution/year, will add content from Money Channel, revamp news program & add home shopping to boost revenue.

Comment: Every year this company is turning around.


UV target 31 new launches worth Bt38.2b this year and Bt25.8b revenue, supported by Bt10.2b backlog.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.