BA begins construction of Trat airport u/g, extending runway to 2.1km, building a new terminal to handle B-737 & A320 rather than just turboprops, enable airport to cope with larger traffic and int’l flights, t/g completion by mid-FY26. BTS mulls bringing back trip pkgs following delayed of Govt back Bt20 flat fare campaign, expects ridership […]
Read More →BANPU anticipates 2H turnaround from driven by 14.5mw Iwate Tono battery energy storage system pj (BESS) in JPN cod-ed in Jun, contribution from 50% stake in 350mw Wooreen BESS pj in Victoria, AU, temple I & II pp in Texas, expects transaction of $370m US natgas M&A (Bedrock Production LLC) to complete in 4Q, lift […]
Read More →APCO in talks Nigeria prtnr to expand health supplement biz in Africa, expects to secure OEM ords to supply 12 items at first phase, ink deal in Jun. AOT: Austrian Airlines will increase flights frm Vienna to BKK, operating double daily services for an upcoming winter flight scheduled frm Oct till Apr 2026. AWC & […]
Read More →AP: sees growth momentum r/m intact, 4M25 pre-sales +18% yoy to Bt 14b, m/t 2Q launch plan 7 SDH project worth Bt 12b, 3 condos project total Bt 8.1b scheduled to transfer in 2Q bolster earnings. Comment: That is impressive to see. One of the few real estate players to show growth this year. Then […]
Read More →AOT recorded 11.1m travelers @ its 6 airports in Feb, +4% yoy. Foreign tourist arrivals -0.4% in the week ended Mar 16, with 8.3m total YTD, +3.9% yoy. Comment: There is zero issue with tourism to Thailand…and just wait until there’s more capacity available…the issue for AOT is the link to King Power whom hasn’t […]
Read More →AMATA targets FY25 industrial land sales >800 acres, FY25 transfer >50% of Bt21.2b backlog, sets Bt8b budgets to add landbank. Comment: Perhaps for the first time, I won’t say , “nah full of crap” they’re meeting their targets, even though their prices are 30-50% higher than peers in the same location BA sees 2M25 passenger […]
Read More →AOT: Etihad to open link from UK to 7 Asian cities via its Abu Dhabi hub, will start direct flight to Krabi from Oct 2025 follow by Chiang Mai from Nov. Comment: Etihad vs Emirates, lfg! tourism will continue to boon in Thailand. BA sees advance booking from 4Q24 till end of 1H25 +12% yoy, […]
Read More →Thailand, it’s the playground of Asia, and as THE playground of Asia it’s been missing a legitimate casino. Over the past few months there have been rumours and murmings about the casino project in Thailand, and similar to what I did with the cannabis plays, That Sweet Weed, here’s a random list of Thai companies […]
Read More →AOT said 6 airports under management recorded 119.2m pax last fiscal year ending Sept 2024, +19% yoy, expecting 129.9m this current year. Comment: With all the expansion taking place, I can’t see any reason why pax #’s don’t increase. BA keeps 4.5m FY passenger target after logged 2.26m in 1H, sees positive earnings momentum thru […]
Read More →ADVANC collab with Singtel and 34 members of leading mobile alliance, Bridge Alliance, to provide GPU-asa-Service offers a convenient way to access high performance computing resources for machine learning & data-intensive applications, allows users to leverage advanced computational capabilities w/o the need for expensive hardware or complex infra mgt. BA keeps 4.5m FY passenger target, […]
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