AOT said won’t cancel King Power duty free contract, preparing to adjust it as per advisor’s proposal to maintain both parties’ interests, with plan to propose a Bt200 hike in PSC to help cushion potential revenue losses from contract adjustment. Comment: It helps when the current CEO of King power is the former CEO of […]
Read More →AOT said all 6 airports under its management has received 11% rise in winter slot from Oct 25 – Mar 26. ITEL’s planning to launch automated dispensing cabinet (ADC) for e-Prescription, seeking to branch out from telcos & fiber network services to hospital info sys, expects to roll out in 4Q. JTS expects to complete […]
Read More →AOT: Korean-based Asiana Airlines will increase flights Seoul Incheon-BK route frm 11 wkly to double daily starting Jan 2026, United Airlines will launch LA-HK-BKK route for summer schedule in 2026, expects to restore direct flights to the US aft safety rating back to CAT1. Comment: I’ll need to do the #’s again, but last I […]
Read More →AEONTS 2Q25 turnaround after 1Q NPL peaked at 5.1%; improved collections, lower credit cost, and THB 150m NPL/NPA gains. Comment: We’re all watching this space…. AOT Air India Express to launch daily Bengaluru BKK flights on Oct 18, expand routes to Lucknow, Pune, Surat, and Hyderabad Phuket. PTT-EA-NEX-CWT consortium targets EV bus leasing […]
Read More →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 →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 […]
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