AOT will start the search for a new CEO as incumbent Kerati Kijmanawat has submitted his resignation, effective April 24, citing personal reasons. Comment: Mr. T & friends want their folks in charge so they can handle kickbacks…I mean .. this is what a little birdy said .. I mean .. I am of the […]
Read More →AGE sees no impact from coal sale target this year at Bt13b, from Bt17b overall revenue target, solid EVs business, sales’ expected to reach Bt2b this yr, while plan to transform into holding co to finish early next year. Comment: “No impact to coal sales” I believe I read somewhere that every form of energy […]
Read More →AWC sets Bt300b total assets target in 5 yrs, from Bt198.7b end last year, sees new record high revenue this year from 75% OCC rate from 72% last year. Comment: This can’t all from the family’s personal asset portfolio…can it? BOI approved investment applications worth Bt200b, led by BEM’s Bt109b mass transit line and three […]
Read More →AP targets 12% FY25 revenue growth to Bt52.9b, supported by Bt41.62b outstanding backlog, 4 condos worth Bt10.4b (75-80% sold) scheduled to complete this year fuel earnings, sets FY25 launch plan at 42 residential projects total Bt65b (15 SDH, 18 townhome & 6 condos), pays Bt0.6 dps XD May 7. AWC plans to double its assets […]
Read More →Commerce Min reported Dec total exports +8.7% yoy to $24.8b, marking 6 consecutive months of expansion, key products included rubber, casava products, fresh & processed chicken & fresh & processed fruits. Industrial exports in Dec also climbed for 9-th consecutive month, +11.1% yoy to $20.2b, key contributors included gems & jewellery, computer & components, air […]
Read More →ACE reported cod-ed of 5 solar projects combined 35.4mw, lifted total to 89 projects with total installed capacity of 726.15mw (34 cod-ed 349.21mw & 55 under development 376.94mw). AWC upbeats FY25 outlook from 13% increased hotel room capacity (7,052 rooms) as several hotels scheduled to cod this year including Melia Pattaya, Pattaya Marriot, Fairmont BKK […]
Read More →AWC’s urging government to provide incentives for overseas companies to setup their regional HQs in TH, said international tenants at its office towers account for 70%, yet there’s still room to grow. AWC currently is not interested in the proposed legal casinos or entertainment complexes. Comment: Why? Thai Beverage already has this and pay effectively […]
Read More →A5 announced buyback, up to 33m shares (2.73%) under Bt100m budget from Jun 17 till Dec 16. Comment: On paper the numbers seem ok, but a sharebuyback at this valuation? …it’s not that cheap.. AWC sees no impact from the insolvency of FTI in Germany, projects strong OCC to continue in 2H, plans to open […]
Read More →AWC collabs with Isetan Mitsukoshi Holding to open hi-end supermarket & food hall at One Bangkok mixed-use project. CIVIL anticipates positive earnings momentum carry thru 2H, supported by transfer of 5 construction project total Bt3.3b, Bt22.243b backlog pending to realize, mulls bidding public & private project total Bt4b later this year. Comment: That’s a decent […]
Read More →Notable Transactions Buy(s) THB 376 mn Sell(s) THB 36.6 bn
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