ALL reported Bt263.67m default on debt payment with KKP. Comment: It’s a dead man walking, should be bankrupt. BDMS targets 6-8% full year revenue growth driven by higher fly-in patients from Middle-East, CLMV and China, target 2H OCC above 67% from 62% in 1H on seasonal, broader segment coverage from health insurance & SSO. EA […]
Read More →BDMS sees year-to-date fly-in patients reach 30% of total rev, potentially hit 35%, above pre-covid level by end of year, allots Bt1.8b to adds 3 hospitals, seeks to expand market share from SSO patients, eyes 6-8% FY revenue growth target. Comment: And that’s the best growth you can hope for, as they’re a behemoth now. […]
Read More →AOT mulls hiking passenger service charge (PSC) from current Bt100 and Bt700, for domestic and international, Tabloid. Comment: Monopolies are great. And they have every right to do so given the higher cost of everything today. BAFS mulls revising up full year jet fuel sales volume from current 4.2b litres after logged 1.069b litres in […]
Read More →Notable Transactions Buy(s) THB 381 bn Sell(s) THB 249 mn
Read More →Notable Transactions Earnings season is over and they’re all back to buying/selling Buy(s) THB 287 mn Sell(s) THB 1 bn
Read More →Notable Transactions Buy(s) THB 724 mn Sell(s) THB 474 mn
Read More →AWC sets double digit revenue growth target this year, to spend Bt1b on renovating and adding lifestyle spaces to the Empire, its largest office tower, under the theme “Co-Living Collective : Empower Futureâ€. Comment: And they’re just going to keep eating up the market and buying the assets from the family at “fair value” BDMS […]
Read More →Notable Transactions Buy(s) THB 226 mn Sell(s) THB 280 mn
Read More →Notable Transactions Buy(s) THB 466 mn Sell(s) THB 91 mn
Read More →Notable Transactions Buy(s) THB 88 mn Sell(s) THB 10 mn
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