ADVANC wraps up Bt14.866b acquisition of 700MHz bandwidth from NT, boosting its 5G capacity after securing 13 years roaming service fee.

Comment: So is this the cost for acquiring 3BB? Or is it because TRUE can’t afford it?

BEM anticipates solid 3Q from strong daily avg MRT ridership thanks to robust int’l travelers, higher revenue from commercial area & ad space.

Comment: Expanding and expanding, #s are higher than 2019 because of the expanded network.

EA firms on45% revenue growth this year to >Bt40b, from Bt27.546b yoy, from EV business and expansion of battery plant to 4GWh from 1GHw, with Bt6b investment, mulls Bt2b replacing solar panels to boost output, sees upside frm Evs and carbon credit biz.

Comment: I’m firm that EA should be sub 20/share. It’s already down from 100 to 60, another 40 to go.

EP begins trial run of 30mw HL3 windfarm project in Vietnam, confirmed schedule to cod in 4Q, firms on 50% FY revenue growth target.

HFT in talk M&A E-bike business, seeks to branch out from tire to EV, expects to conclude deal early FY24.

S firms on expansion plan in luxury segment (horizontal) worth Bt10b, plans 3 new housing projects in 4Q, boosting residential revenue growth by 70% this year to >Bt16b.

Comment: A lot of military folks & chinese triad members need to clean their $ with expensive real estate. Think I’m joking? Hah go to the THB 100 mn real estate projects and check for yourself.

SAMART’s aeronautical radio subsidiary, SAMART Aviation Solutions (SAV), sets IPO price at Bt19/share, will open for subscription of 166m shares (25.94% of paid-up) from Sept 15-20.

SNNP sees positive surprised sales of Magic Farm Fresh energy drink mixed with Kratom leaf extract at 30k crates/month, exceeding initial target of 20k, aim to expand to 40k by end of year, announced NDR schedule in HK during Sept 21-22.

Comment: That means it’s competing with ICHI to see which drink/bottle type workers want to mix with alcohol and drugs…and yes that’s from genuine market research…

THCOM selects Airbus Space System to build new satellite for FY27 delivery, provides fully reconfigurable OneSat capable of adjusting coverage area, capacity & frequency on the fly.

XO raises revenue growth target this year to 50% from 30% prior, on growth in US business, with plan to penetrate modern trade segment.

Comment: Holeeeeeeeey crapp.

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Your email address will not be published.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.