ADVANC to boost revenue from digital entertainment app, AIS Play, above Bt1b within FY22, sees opportunity from large subscriptions base.

Comment: I use their service ~4x a year to watch sporting events and stream it to my TV (as I did last night with the French Open), I don’t see how normal TV channels survive. 

BGRIM expects to wrap up 700mw M&A TH & Malaysia SPP in 1Q21, 16mw BoWin windfarm 1&2 on track to cod early next year, no cash call plan after secured Bt29.5b syndicated loans from BBL, KBANK, SCB, GSB and EXIM Bank, aiming to curb gearing within 1.5x.

Comment: The cookie monster of the renewable energy industry.

CKP reassures solid turnaround 3Q from higher power gen efficiency at Nam Ngum2 & Xayaburi hydro electric powerplants, sees momentum carry thru 4Q as heavy rain persist.

DELTA upbeats 2H earnings from healthy demand for 200 KW ultra fast EV charger, capable of enabling a 100km driving range with roughly 8 mins of charging, firms on 5-10% full year revenue growth target.

ITD signs construction contract with Phil’s dept of transport to develop 12km railway projects worth Bt14b.

Comment: How on earth did ITD become part of this consortium?

JMART will add promo campaigns to boost mobile & gadget sales upcoming holiday season, expects windfall from government shopping tax break scheme, iPhone 12 launch tomorrow (Oct13) to revive market, eye 25% revenue growth target this year.

Comment: They are just aiming to be massive in the coming years.

THAI announced plan to furlough more workers and offer early retirement to its staff to trim workforce, as it attempts to make what is left in its cash reserves last until April next year.

Comment: Well done you corrupt bunch of incompetent donkeys. And because it is no longer a government entity, watch them screw over the workers.

THANI anticipates big jump 4Q from strong HP for commercial vehicles as demand for delivery service grows from on holiday season.

TLGF reports 2Q21np (end of Aug 20) at Bt494.27m, -48% yoy, +43.8% qoq.

Comment: Every landlord/retail is going to show incredible QoQ numbers.

Leave a Reply

Your email address will not be published.

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