AMATA: Maintains FY industrial land sales target at 1,200 acres (3,000 rais); demand expected to accelerate in 2H25 as regional unrest eases, reinforcing recurring land sale revenue. Comment: It’s still roaring in. AOT: Suvarnabhumi Airport upgraded from 3-star to 4-star by Skytrax; management plans to further develop it into a 5-star regional hub, supporting long-term […]
Read More →AOT: JPN-based LCC, Zipair, will increase flights from Narita-BKK route from daily to 10 flights/week starting from winter timetable on Oct 27. ASIAN revised down FY revenue target to Bt10.21b from Bt11.36b, cuts GPM to 14-15% range due to impact from strong THB & US tariffs on frozen seafood exports, mulls expanding revenue from pet […]
Read More →ADVANC in collab with National Saving Fund to offer its subscribers to buy retirement lottery via its myAIS, expecting to be launched in 4Q25. Comment: The “organisations†that used to make that 20 baht spread are going to be p’ed off. Yes a lottery ticket in thailand is supposed to only cost THB 80, however […]
Read More →AOT received CAAT approval to charge ground service fees at SAT-1, covering systems like 400Hz aircraft power and PC-AIR air-conditioning. Expected to generate >Bt300m/year from ~2,000 monthly flight operations by 30 airlines. Comment: AOT is running around trying to figure out how to replace the lost King Power $ BBL holds 2,407 million shares (8.51%) […]
Read More →ADVANC adds Bloomberg TV, Fox News and Fox Business to exclusive content pkg on AIS PLAY Family package, allows subscribers to view content across all devices: smartphones, tablets, smart tv and PLAYBOX set-top box. Comment: AIS taking True out back and spanking them with the silly stick. AOT: SIA tops global list of airports with […]
Read More →AOT: ITA Airways (Rome-based) will increase its direct Rome–Bangkok service from three flights per week to daily starting December. CHAYO is seeking bondholders’ approval for a two-year extension on five bond series, offering an additional 0.125% interest in return, citing unfavourable market conditions for new issuances. Comment: That’s all they’re offering to bondholders? The company […]
Read More →AOT: Norse Atlantic Airways has confirmed a new weekly Manchester–Bangkok route starting November 26, with potential for expansion depending on demand. Comment: These are all positives. Now what about that King Power deal? EGCO targets 4–5 M&A deals in 2H25, focusing on energy projects and renewable assets in the U.S. and Middle East. ESTAR maintains […]
Read More →AOT board approved purchase of 73 condo units in Samut Prakan from the MoF to compensate people affected by noise from airport operations worth ~Bt151m. Comment: That’s interesting….was King Power an owner of all these units? CFARM eyes double digits revenue growth target driven by larger egg farm capacity at 15.88m chickens p.a., new cage […]
Read More →AOT holds briefing after board meets to discuss King Power Duty Free’s request to surrender concessions at Phuket, Chiang Mai and Hat Yai airports at 2:45pm. AOT plans to hire advisers to review the operations under its management, AOT plans to hire advisers to review the operations under its management, an analysis will be completed […]
Read More →ADVANC, GULF, JAS secure exclusive rights for Thai Football League broadcasts for the next 4 seasons till 2029, includes an option for a 2-year extension. Comment: It does feel that Gulf is slowly chopping away at the stranglehold that CP group has had with True. AOT: Emirates launch 2 new routes via BKK-Danang & BKK-Siam […]
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