AOT’s Chiangmai airport reports 47% of flights, 77 domestic and 24 overseas, during Nov 27-28 Loy Krathong, has been cancelled, due to safety concerns, related to flying of lanterns and balloons during the Loy Krathong festival. AOT: Air India confirmed new service flying direct from Delhi to Phuket starting Dec 15,23. Comment: Incredible Indiaaaaaa. Thailand […]
Read More →Notable Transactions Buy(s) THB 190 mn Sell(s) THB 368 mn
Read More →AOT: Thai Vietjet will resume cross-country direct flights from Phuket-Chiang Rai starting Oct 29 to capture rising number of leisure travelers in both cities. Comment: Not sure that’s a popular flight route, nonetheless a positive to see more flights in the air. CCET announced RO 4.6b shares, 1:0.7863 @ Bt1.5/share, XR Oct 10, subscription from […]
Read More →AOT: Israel carrier, El Al, requests Saudi Arabia authority to fly over its airspace to TH to reduce flight time to 8.5 hours from current 11 hours. CCET booked Bt13.1b sales in June, boosting 6M22 to Bt76.7b, +35% yoy, supported by continued demand for electronic devices. Comment: Oh, what slowdown? EGCO: Nam Theun 1 dam […]
Read More →BCH’s confident covid tests could reach 500K in 2Q, after 300K tested in April-May, vs 390K in 1Q, while the country’s doubling of Moderna quota to 10m doses should also help boost 3Q earnings. Comment: And they are increasing the fee’s for the COVID patients. CCET to temporary halt operations at Petchaburi plant from May […]
Read More →Notable Transactions Buy(s) 448 mn SA – The founder is going for it, he’s of the viewpoint that the future is bright for SA. TFG – Agri prices are staying high high high. GUNKUL – So the founder bought some shares and then releases news that they’ll do Hemp farming. Sell(s) THB 184 mn SIMAT […]
Read More →FTSE rebalance on Friday is expected to see $119m inflows, with $90.5m into CRC, $32m to CBG. FTSE Small cap seen inflows into MEGA and JMT, while Micro cap into SINGER and SABINA. Comment: Normally the share prices move up leading to such an event as locals take advantage of the information/time advantage. BTS voiced […]
Read More →CCET reported July electronics components sales at US$293k, -0.5% yoy.EA has no plan to raise capital, as it has over Bt10b in annual cashflows, plans to reduce stake in Laos PP to 40% from current 50% for new partner. Comment: Lets see if all this investments in EV battery tech works out…I still hold to […]
Read More →AP reports 4M20 sales topped Bt8.33b, Bt4.93b backlog pending transfer, delay plans to add land bank, maintaining Bt33.5b FY20 presales target. Comment: That’s still decent. BAM reaffirms at least Bt1 dividend payout this year, sees recovery in 2H, plans to sell Bt3.3b worth of rehabbed assets. Inclusion into MSCI this Friday will see $58m inflows, […]
Read More →ANAN reports sales from 4 newly launched projects topped Bt8.8b, lifts total above Bt24b full year target. Comment: And still consistently beats all expectations… BH signs agreement PRINC to operate Joint & Spine Centre of Prince Suvarnabhumi Hospital owned by PRINC. Comment: PRINC finally making more moves in the industry, and BH needs the additional […]
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