AMA aims to become #1 palm oil tanker transporter, after expanding fleet by 10% to 96K dwt, sees no impact from rising EVs on the street on fuel consumption. AOT expects 8m Chinese visitors this year, about 70% of record set in 2019. Comment: So..? AOT has no idea what’s happening in China, you need […]
Read More →AAV’s introducing new direct flights between BKK-Kaoshsiung, Taiwan to boost tourism in key city, enhance traffic between BKK-Chiang Mai route starting Feb 24. NBTC board approved ADVANC’s takeover of TTTBB, as expected, subject to certain safeguards to protect consumers, such as keeping the lowest-priced pre-merger package available and ensuring service quality and price packages are […]
Read More →ASAP: upbeat outlook from strong car rent demand on the back of domestic tourism stimulus, surging tourists arrival, allot Bt2b budget to expand fleet size, eyes Bt4b full year revenue target. Comment: It’s not for the Chinese to rent, the real tourists that spend money on this are already back to Thailand and you’ll begin […]
Read More →AQUA in talk finance institutional partner & tech to form virtual bank venture, finalize deal by mid-FY23, odd/oversize logistic subsidiary, Thai Parcels, on track to list in June. Comment: This company again? Rubbish….speculator, no real business, don’t see what’s going to really happen here. BAY’s credit card unit, Krungsri Consumer, anticipates 1Q spending jump 20% […]
Read More →AOT is expected to gain 6.5m passenger after adding 3 airports to management (Udon Thani, Krabi and Buri Ram), translated to 5-6% profit upside, Tabloid. Comment: Thailand’s airport system is actually rather fantastic. Go fly around Europe or the US, a shambles in comparison. BAFS sees clear sign of recovery this year, sets 3,000m liter […]
Read More →AOT reported 6M22 (Jan-Jun) passenger traffic from 6 airports under management +170% yoy to 22.4m, +14.1m vs 8.3m travelers 6M21. Comment: What demand slowdown? The rate of change is going to look amazing til the end of 2024. BE8 sells PP 26.050m shares (11.52% of paid up) at Bt47.6/share to Keymaker Venture Capital, will use […]
Read More →BBLAM, fund manager for JASIF, said its retail lease agreement is to be renewed every 3 years, as of now the conditions remain unchanged, including rev and dividend, while no impact from inflation and interest rate, Tabloid. Comment: JAS group seem to be playing around with all the co’s DOHOME sees double digit growth in […]
Read More →ASIAN revised up FY22 revenue growth target to 19% from 12% after 1Qnp came Bt248m, +15% yoy, sales +35% yoy >Bt2.8b, upbeat outlook on frozen foods & pet food exports, weak THB boosted earnings. Comment: Been impressed by this. DOHOME firms on plan to add 5 outlets this year, sees 2Q SSSG ranging high at […]
Read More →BPP cod-ed 10mw Shirakawa solar projects in JPN, lifts total to 1,007mw, firms on plan to achieve 5,300mw by eo-FY25. DOHOME anticipates FY22 turnaround from positive SSSG 1Q22 supported by shopping tax rebate stimulus, wider margins from improved product mix & new distribution center, sets Bt2.5b capex to add 5 stores this year. Comment: At […]
Read More →AMATA reaffirms 650 rai land sales target this year, sets 10-20% land sales growth target for next year, while existing Bt2,771m backlog to be gradually realized thru 2022. Comment: Do you remember the days of 2-3k rai land sales for AMATA? Long gone. BEM sees Nov toll way traffic topped 1m trips/d, avg MRT riderships […]
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