Eleven Thai chicken factories, including 6 of CPF, have been given permission by Saudi Arabia to export chilled and frozen fresh chicken, effective as of March 13, after 18 year suspension. Comment: CPF, GFPT and friends are going to benefit from this. CAZ signed 2 contracts to develop LNG receiving terminal & civil work projects […]

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BAM launches NPAs sales campaign Mar 1-31, 1,000 property up on showcase event, offering free transfer, interest free first 12 month, Bt20k discount via online purchase via Shopee-Lazada, cash back program. BANPU expects to report 10 year high profit this year from strong coal selling price, Bt5b gains on disposal of 47.5% holding in Sunseap […]

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AEONTS reports 1Q20 (end of-May) at Bt530m, -46% yoy, TFRS9 & positive impact from lockdown weighed. Comment: Can’t wait to see KTC’s #’s. AP records Bt12.81b presales in horizontal projects 1H20, or 60% of full year target of Bt22.5b. Comment:¬†Every major property developer has shown great presale figures for housing projects during 2Q, the question […]

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ATP30 ATP30’s management targets revenue growth of 10% this year, focusing on customers in industrial estates. It is working hard to widen margin via cost control with target margin of 27%. It will provide service to a new customer in February. It plans to purchase ten service buses this year. (Thun Hoon, 22/1/19) Comment: Rather […]

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BA SEC punishes top BA shareholders. The Securities and Exchange Commission (SEC) has imposed fines totaling Bt500mn against three major shareholders of SET-listed Bangkok Airways Plc (BA), including billionaire Prasert Prasarttong-Osoth, for share price manipulation. (Bangkok Post, 19/1/19) Comment: Isn’t it silly? Not the SEC, the founder(s) of BDMS and BA. Their official paper net […]

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