AOT ceases inbound duty free shop operation at SIA, DMK, CNX, HKT & HDY effective Aug 1. Comment: Well…this is going to be annoying for those that usually buy perfume, alcohol, chocolate and cigarettes before coming back into Thailand…I used to be one of these types of shoppers… EA: Chatchaval Jiaravanon, part of billionaire family […]

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AUCT: sees robust traffic thru auction yard upcountry, seeks to expand network to accommodate >48k vehicles p.a. Comment: They are minting it! BTG mulls up pet food production capacity to 110k tpa to fill local & overseas demand, launches premium PET food (Perfecta Holistic Grain Free) to boost sales, target 10% CAGR over the next […]

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ASAP target vehicle sales >2,500 units from a 2-week event, BKK International Motor Show (Mar 27-Apr 4), expects positive feedback from new launch Changan Lumin EV & Deepal L07-S07 long range. Comment: This will be interesting to follow, EV gov subs are still there but lower, will these oddly named EV cars do well? BKGI: […]

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BPP in talks to buy gas-fired power plant in the US by end of 1H, mulls 25-30% stake of the project, sets $ 500m capex between FY24/25 for M&A and energy project, target 5,300mw by end of FY25 (4,500mw fossil & 800mw renewable) from current 3,632mw & 385mw. GUNKUL upbeats earnings visibility from Bt4.8b backlog […]

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