AOT: Lufthansa & Qatar mull amp up flights to TH after CCSA scraps RT-PCR & Thailand Pass from May.
Comment: Thailand has to get rid of this Thailand pass, the stupid testing protocols after arrival etc etc, but that’s just me screaming at the wall.
BCH sees strong Covid services rev in 2Q from higher avg daily traffic >35k patients/day from IPD, hospitel & home isolation.
Comment: The hospitals are going to still have a rocking 2Q.
GFPT expects strong chicken export volume & higher average selling price from food shortage to outweigh feedmill costs.
Comment: And now the question is one of margin, sure chicken prices are up 20-30%, but the feedmill costs i.e. corn are 1-2x over the past 12-18 months.
GLOBAL reaffirms big jump 1Q from positive SSSG yoy & QoQ supported by shopping tax rebate stimulus, higher purchasing power in rural area from higher agricultural products price, new branch opened in Samui island, higher contribution from associates in Indonesia, Laos & Myanmar, under ctrl SG&A.
EA’s CEO said his stake in EA remained unchanged at 43.48%, denied rumors of share sales.
Comment: So that apparently belongs to his ex-wife (look at facebook)
JMT and JMART may be added to SET50 in 2H22, after market caps rose to among top 50, Tabloid.
Comment: J Group just grinning from ear to ear at the moment.
NYT branches out from cargo terminal services & vehicle RO-RF pier to offshore decommissioning business to diversify earnings, generate new source of income.
Comment: That’s quite the shift in business model, I wonder if it has the same characteristics as the RO-RF which are 1) concessionary 2) monopolistic 3) constant income stream.
SAWAD’s subsidiary, Sawad Capital, agreed to buy motorbike HP lender, Cathay Leasing, for Bt39.77m, transaction to complete by end of April.
STARK sees solid 1Q22, supported by gradual recognition of projects in Thailand and Vietnam worth Bt12b, firm on Bt30-32.5b revenue target this year, with 20-21% EBITDA, to develop high-margin products, HVDC Cable, Floating Cable, and Underground Cable for sale this year.
Comment: They are still trying their darnest to push themselves to a SET50 entrance.