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 […]

Read More →

BCH said Omicron can be easily spread, but is not as severe as Delta, while can be detected by PCR, firms on 104% revenue growth target next year. Comment: I find it incredible how everyone has become an expert on the R0 and impact of the Nu Variant (sorry Omicron) since last Friday. EA’s lithium […]

Read More →

BANPU sees growth momentum into 2H on higher gas and coal price, sets Bt45.7b 5-year capex, firms on boosting EBITDA from clean energy business to 50% overall from 43% current. Comment: Sure but the next 12 months is driven by gas/coal, but now the impact is going to be far lower to EPS due to […]

Read More →

AGE branches out from coal sales & bulk transport to container logistics business, aims to revamp pier, warehouse and truck to utilize existing resources, maintaining Bt11b FY21 revenue target. Comment: Inventory gains = massive profits, that’s the story for AGE. BCH reaffirms solid 2Q while 3rd wave of covid will boost 3Q, supported by 900K […]

Read More →

AAV announced one month suspension of its operations in Thailand, staffs will not be paid, but will seek partial payment from social security fund, while BA announced temporary suspension of its Samui and Phuket flights from Aug 3. Comment: If it his 2 again, it’s worth a trade – or it goes bankrupt – which […]

Read More →

AH sees solid 2Q on recovering auto industry, momentum into 2H, boosting revenue this year >Bt21b, mulls new MG showroom in Prathum later this year. Comment: A call with the owner said that the Just-in-time processes remain the target. AP sees record 1H21 on rising demand for horizontal projects, expecting Bt20,000m in transfers, Bt17,817m pre-sales […]

Read More →