AOT sees passenger thru Suvarnabhumi airport at 180K/day, with 60% rise in Chinese tourists in Mar, may exceed 141.84m this year target. Services along the MRT Yellow Line, operated by BTS, were suspended from early morning til midnight yesterday after parts from the monorail’s tracks fell on to the road below, damaging several vehicles. BTS […]

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ADVANC 4Q net profit @ Bt7.36b vs Bt7.485b estimate, FY @ Bt29b, +12% yoy vs Bt29.3b consensus, pays Bt4.61 dps XD Feb 19, AGM Mar 25. APURE targets record high revenue this year >Bt3b driven by larger sweet corn exports volume to US, Japan & Saudi Arabia, improved orders feeding from hotels & F&B clients […]

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AAI anticipates meaningful turnaround this year on jump start pet foods orders after hit by excess inventory last year, will start delivery for new clients at late 1Q, eyes 15% FY sales growth target. Comment: Everyone is wondering if this is a real turnaround in demand. Or just a little bump. BMA board approved Bt23b […]

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A wheel fell off a Yellow Line monorail train and hit a taxi in Thepharak, outskirt of BKK. The train is operated by a consortium headed by BTS (75%), STEC and RATCH. Comment: One hopes that this is a 1 off accident… But I’ll happily blame STEC (anutin) all day long. GUNKUL plans to raise […]

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BTS: begins trial run of 34.5km MRT pink line (30 stations), t/g cod in Nov. Comment: This won’t add much to BTS’s bottom line nor value directly, however take into account that they’ll now own the skies around Bangkok and then what can the BMA do? They’ll have no choice but to extend to the […]

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AOT sees 20% rise in passenger during a 6-day holidays (only for civil servants). Rabbit Cash, a venture co of BTS/AEONTS/HUMAN, debut digital wellfare lending, instant credit approval within 3 mins via AI credit screening, installment period from 6-36 months, 1.25% interest/month (effective rate). Comment: Ok anyone else fed up with this “AI” bullshit? It’s […]

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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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