CHAYO targets 25% FY24 revenue growth supported by higher yield from bad debts restructuring, income stream from cash collection from recently acquired NPL in 4Q23, upside from NPA sales, subsidiary Chayo Capital (CCAP) on track to list by 4Q24. Comment: Well that sounds like an attractive figure, so when are they going consistently achieve this? […]

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AOT: British Airways flights from LDN-BKK will return in October after paused in FY20, reservation opened on Mar 5. Comment: Who wants to fly BA? No one, its full of old white aunties that give you the worst service. But ok this is a good sign for the continued improvement in tourism to/from Thailand. BAY […]

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BDMS expects AI to be vital role in lung cancer diagnosis & treatment, which helps analyze images, providing multi-cancer risk screening for early detection thru blood tests that can identify circulating tumor, enables doctors to detect development of early-stage lung cancer, lead to better outcomes & increase chance of survival. Comment: Aging expensive doctors are […]

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ADVICE in talk Apple to be authorize distributor in TH, expects to open iStudio by Advice by eo-2Q. Comment: I don’t know anyone that got these shares, so the great little pumps are back! ASIAN upbeats outlook this year from improved frozen seafood exports vol, +ve pet food sales mmtum, eased pressure on pdtn costs, […]

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AU sets Bt127m capex this year for 12 new branches, including 1st in Cambodia, sets 10-15% revenue growth target. Comment: Now this interesting….Trading at THB 300mn/store (off the top of my head don’t quote me), and capex/store is THB 10 mn CPN said progress in 5 mix-used projects and business expansion in Vietnam to help […]

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AH anticipates positive earnings momentum continue next year driven by robust growth from EV parts orders, contribution from subsidiary (Able EV), Changan dealership business. Comment: Still find it ridiculous that Thailand is going down this EV route. I’ll happily bet that Hydrogen>EV in the next decade. ANI: freight forwarder, Asia Network International, major holding by […]

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BGC in talk JV packaging partner, seeks to branch out from glass containers, plastic packaging and label to other types of packaging, finalize deal by end of Feb. CPN cods 93k sq.m. mall project, Central Westville Ratchapruek. Comment: The retail cookie munssster LEO’s board approved US$1m investment in LogiCam to expand shipping business between Thailand […]

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BGRIM inked deal Petronas Lubricant Int’l to jointly expand market in TH, explore energy solution in Thailand & Southeast Asia. CPN upbeats earnings visibility from project in the pipeline pending to cod, new malls & expansion of non-retail to be growth drive, Central Westville on track to cod next week (Nov 29), Central Nakhonsawan mall […]

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AP maintains aggressive launch plan in 4Q, total 23 projects worth Bt35.74b comprise of 11 townhome (Bt11.05b), 9 SDH (Bt16.45b), 2 condo (Bt7.3b) & 1 upcountry projects (Bt940m), will kick-off presales of Bt2.3b condo 29 storey 593 units, Aspire Vibha-Victory, on double day 11.11. Comment: The decent listed players are doing far better than most […]

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ANAN’s Daddy Clearance Sale Oct 6-8 was a success with Bt1,131m presales, vs Bt500-1000m target, with all ready to be transferred in 4Q23. Comment: Massive discounts, and it’s not really a success as they’ll have to raise even more cash… CHG sees solid 4Q on rising patients from mid-east, CLMV, and social security quota (from […]

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