ADVANC sets 4-6% EBITDA growth target, excluding 3BB, expects virtual banking license by 2Q23. Comment: They should exclude 3bb as they can’t pay on time.. BCH reaffirms Bt13b full year revenue target driven by higher IPD & OPD traffic yoy, larger contribution from international patients via 3 hospitals in Chiangrai province due to PM 2.5 […]
Read More →ADVANC said reported liquidity issue at 3BB wasn’t entirely unexpected, sees synergy from this acquisition, expected to complete by 2Q. Comment: “We didn’t expect to get screwed by Pete” <= idiots. BBL revised up full year card spending growth to 18% yoy from 15% previous guidance, after logged 17% growth 2M23, teams up ADVANC to […]
Read More →ADVANC upbeats earning outlook from improved ARPU on eased competition, higher revenue from sim sales on surging tourists arrival, maintain mid-single digit revenue growth target, broadband M&A with TTTB expected to complete by end of 1Q. Comment: And voila…we have 3 players now (yeah yeah I know it’s only 2 NT doesn’t count, but on […]
Read More →NBTC board is expected to consider ADVANC’s plan to acquire 3BB and JASIF mid-April. Comment: Non-event, it’ll go through.. BBL sees 4-6% loan growth target from large corporates and oversea loans, strong 261% reserve ratio. Comment: Would you have ever imagined that BBL is beating KBANK and SCB in all metrics? BEM target 8% FY […]
Read More →ADVANC said testing of 5G CA (carrier aggression) tech on its full bandwidth of 100MHz in the band of 2600MHz and 1200MHz of the 26 GHz band has achieved 5G download speeds of 22.01 gigabits per sec (Gbps) and max upload speeds of 4.4 Gbps, representing a global first. BRI revealed FY23 launch plan total […]
Read More →NBTC appoints AA&P as independent FA for ADVANC’s buyout of 3BB to be submitted for NBTC’s board by April. AMA sees 1Q turnaround from improved tanker demand for restocking on China reopening, allots Bt400m capex to add fleet size. Comment: This gives you an idea how how much volume PTG will be selling through it’s […]
Read More →ADD: local fund, BBLAM, cuts holding by 1.4375% to 4.3536% of total outstanding on Jan 26. NBTC gave greenlight to ADVANC’s bid for 3BB and JASIF, pending appointment of independent consultant, before submitting for NBTC’s board approval in 1-3 months, Tabloid. Comment: Well that took them a while… BH sets double digit revenue growth this […]
Read More →ADVANC mulls collaboration with KTB to launch Virtual Bank, to capitalize on its >50 customer bases. Comment: So they no longer partner with SCB that always wants to go alone and if they work with KTB and get access to the Pao-tang app, then well, game over for every other player. BAY’s consumer credit unit, […]
Read More →ADVANC eyes virtual banking license, after selling remaining stake in AISCB to SCB, aims to capitalize on its >50m mobile and internet customers. Comment: Urgh…can’t think of one digital bank that is actually profitable globally. Prove me wrong if there’s one out there. AMR signed MOU Eastern Pro Water Supply to jointly expand tap water […]
Read More →AAI: local fund, KSAM, raised holding by 0.0951% to 5.0384% of total outstanding on Mon (Nov 14). Comment: Need to spend more time looking into this name, but it’s been the key driver for ASIAN ADVANC to proceed with TTTBB, JASIF investments, said its board, t/g to boost its BB subs base to 4.4m from […]
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