AAV’s introducing new route from BKK (DMK) to India seaside city Visakhapatnam, tally total to 10 routes btw India and BKK, cod from Apr 9,24. Comment: Looks like they are pulling tourists from TH to India. AWC partner with PTT to install EV charging stations across 17 affiliated property including hotels, shopping centers & community […]

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AWC expects positive earnings momentum carry thru 4Q driven by strong OCC & RevPar on high season, larger food outlets & hotels network both qoq & yoy, newly coded Intercontinental Chiang Mai Mae Ping & Marriot Chiang Mai to boost earnings. BANPU sees coal & natural gas price ascending from surged demand for heat during […]

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BANPU to wrap up lithium, nickel and copper mining investment in Laos, Indo, and August by end of year or 1Q24, for immediate revenue recognitions. BJC’s hypermarket unit, Big C, signed MOU with Overseas Cambodian Investment Corps (OCIC) to develop 12k sq.m mega project northeast central of Phnom Penh under 30-yr lease contract, target cod […]

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BANPU sets 3 years capex plan at US$2b (Bt 70b) to expand renewable port, invest in energy tech, future mining (Nickel & Lithium) carbon capture, R&D 100% ammonia burn hydrogen-based powerplant. Comment: BANPU should continue to enjoy the amazing cash flow’s they’re getting from coal, it’s going to be stupidly higher for a number of […]

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ATP30 sees solid growth in 2Q, on lower costs and returning fleet from scheduled maintenances, in talks with 3-4 new EV customers, expecting a fleet of 20-30 EVs. AURA upbeats 2H outlook from surged demand from gold trading, contribution from gold for cash business, expects jewelry sales momentum pick up 4Q on holiday season, keeps […]

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BANPU cuts full year coal sales volume target to 38.2m tons from 42m prior as power producers stocking remain high due to warmer than expected winter, focus on renewable, power storage, energy trading business to diversify earnings. Comment: Wait wait wait….it’s going to be hotter than normal now = higher AC usage = higher electricity […]

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BANPU in talk to buy 2 HELE coal fired pp (High Efficiency, Low Emmissions), capacity 800-1k mw, expects to conclude 1 deal in 2Q, mulls expand renewable portfolio to 5k mw by end of year from current 4,4264mw. BGRIM established subsidiary in Vietnam to expand solar rooftop business. HENG sees record high NP this year […]

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ASK upbeats FY23 outlook on surging demand for credit for commercial vehicles, expects wider NIM this year after expand auto title loan portfolio which command higher yield than HP. Comment: And their NPL’s and provisions have increased as well. But regardless they raised capital and they’re going to keep growing despite this. BANPU raised holding […]

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AMATA: signed MOU with BGRIM to joint develop 80 acres AMATA European smart city to capture demand for manufacturing relocation from European investors. Comment: Hmmm……I could believe this. BGRIM will be the key driver for the power/infra, amata throws in the land. They’ve been working together for decades AP: revealed FY23 launch plan 58 residential […]

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