AUCT upbeats on surging traffic thru auction yard driven by declining used cars price and larger volume of repossessed vehicles as banks clearing up NPLs. Comment: Urgh…was looking at this name again 2 months ago and it just jumped…well positioned to benefit from the higher number of vehicles going through their system BCH sees big […]
Read More →ACE reaffirms 1K MW capacity target after signing PPA on 18 community PP, eyes bid in 2nd phase, mulls 24 alternative energy projects and M&A. BCH sees >80K foreign patients and >1m SSO’s this year, sets Bt13b revenue target. SET’s warned investors to be extra careful in trading in DELTA, after reaching all time high […]
Read More →ADVANC eyes virtual banking license, after selling remaining stake in AISCB to SCB, aims to capitalize on its >50m mobile and internet customers. Comment: Urgh…can’t think of one digital bank that is actually profitable globally. Prove me wrong if there’s one out there. AMR signed MOU Eastern Pro Water Supply to jointly expand tap water […]
Read More →AMATA launches 220 rooms Nikko Amata City Chonburi together with 2 Japanese partners, Fujita and Japan Overseas. Comment: This is all amata can do, continue to do value-add services to Amata City. ASIAN sets final price for pet food subsidiary IPO (AAI) at Bt5.55/share, 637.5m shares up for RO subscription from Oct 17-21, TISCO FA, […]
Read More →BCH keeps Bt17b FY revenue target supported by recovery domestic & international patients traffic, contribution from social security patients & specialty clinics, upside from Covid vaccine sales as government stockpile depleted. Comment: Not sure why we still need these flu shots… BEC mulls expand in-house studio to boost contents production, reduce costs and save time, […]
Read More →BCH up hospitel capacity to accommodate rising virus cases after long holidays. Comment: Lots of unregistered “positive” cases throughout my network at the moment. Obviously not shown in the figures, and by now you’ll know my viewpoint is that I just don’t care about this. I hope that most people don’t care either. KBANK in […]
Read More →BCH sees solid yoy growth in 2Q22, on easing covid situations, boosting non-covid related traffics and oversea patients, firms on Bt17b revenue target this year, +104% vs 2020 and 1mil social security patient contract. Comment: Hmmmmm BGRIM anticipates 2Q turnaround from repriced Ft, improved feedstocks mgt, eyes M&A renewable power to diversify portfolio. CRC sees […]
Read More →AOT: Lufthansa & Qatar mull amp up flights to TH after CCSA scraps RT-PCR & Thailand Pass from May. Comment: Thailand has to get rid of this Thailand pass, the stupid testing protocols after arrival etc etc, but that’s just me screaming at the wall. BCH sees strong Covid services rev in 2Q from higher […]
Read More →AMR wins conversion of overhead line to underground system for Green line extension (Sukhumvit 81 – Bearing) total Bt216.5m. Comment: People that have lived in Bangkok will not even realise the changes that have been made over the past decade, and the coming 5 years. Now regarding this company, where did they come from? Anytime […]
Read More →BCH will book Bt3b revenue from Moderna alternative jab this year, target Covid-related services revenue +104% yoy as caseloads jump, upside from higher SSO patients quota yoy, allots Bt920m capex to revamp hospitals, expand labs. Comment. Would love to know the profits from this one…. GUNKUL-JMART-SINGER form venture, JGS, to offer solar turnkey solutions from […]
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