ACE pays Bt851m for 3 biomass powerplants with 26.9MW capacity, with immediate revenue recognition of Bt900m p.a., in talks to boost P2P and boost overall biomass powerplants to 12, 112MW overall. Comment: Decent priced paid. APCO will launch 2-3 health supplement products before end of year, aiming to capture demand from health conscious consumers, estimate […]
Read More →Effective at the close of Fri (Jun 19). FTSE SET Large Cap index: +CRC & DIF FTSE SET Mid Cap index: +ACE, BAM, IMPACT, LH, MINT, TQM
Read More →AMATA expects 2H recovery, keeps 950 rais land sales target, and books 60-80% of Bt2.486b backlog this year. Comment: Seeing is believing. That EEC story seems to have disappeared. AMATAV keeps Bt1.5b revenue target this year, supported by transfers of 28 hectares of land and sales of ASCLT 1 and ASCLT 2 in Vietnam this […]
Read More →AAV considers merger with another LLC to clamp down on pricing wars once flights eventually resume in the country. Comment: Would that be NOK? Wouldn’t make sense, Thai Smile perhaps? ADVANC launches “GOMO†sim for online uses with unlimited 50GB speed. Comment: Boom! And then your data will be leaked… ASP cuts dividend payout to […]
Read More →BGC sees revenue reaching Bt20b within 5-year, eyes 7-8 packaging and energy M&A deals, with 1-2 within this year. Comment: If their comps are seeing a huge drop in volumes, BGC could arguably pick up assets on the cheap COM7 maintained parallel approach between on/offline sales, aims to maintain online sales above 10% of total […]
Read More →ASIAN anticipates 2Q turnaround from recovery pet food sales and frozen food aft China reopens, allots Bt230m budget to revamp production line and cold storage, maintaining 20% revenue growth target. CPN in co-operation with Internal Trade Dept prepares a space for free for farmers to sell their products during April 15-30 at various locations. CRC […]
Read More →AP maintained launch plan 37 residential projects worth Bt47.1b, eyes Bt40.5b revenue target, Bt51.9b backlog to realize till FY23. Comment: Well they are perhaps the most aggressive developer out there at the moment BCP’s confident of rebound in GRM in 2H, boosting this year EBITDA growth of 20%, plans 60 new retail stations from current […]
Read More →ADVANC will switch on the country’s first 5G mobile network on the 2600-MHz band after making the 1st instalment payment today for the spectrum won at this week’s auction. Comment: Lets see if there are dividend cuts AOT: airlines voice out unfair treatments following announcement of remedy package for tenants at 6 airports as airlines […]
Read More →ADVANC FY19 came after close at Bt 31.19b +5% yoy; missed Bt 32.18b consensus, pays interim Bt 7.34 dps, XD Feb 19. Comment: It’s a dividend payer, if 5G bids and capex are too strenuous it should comfortably maintain its DPS ratio, perhaps even an increase? AOT: report Feb MTD passenger arrival at SIA drops […]
Read More →BGRIM to sign JV with EGAT today to develop 45mw solar floating projects. Comment: Cookie munster #3 (1. IVL, 2. GULF)Â BJC: Thai antitrust office sets up committee to evaluate impact of Tesco deal to mitigate risk of monopoly. Comment: I wonder which group pushed the government to set this up? CP? Central? It’s the […]
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