ACE, TPCH, UAC, EGCO, GUNKUL are expected to join bids for 150MW community PP, after PEA sets April 27-30 bidding schedule. Comment: The connected players are ACE EGCO GUNKUL, the independent hard working folk are TPCH and UAC. You can guess the winners. AGE sees 1Q coal sales volume double yoy, target full year volume […]

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AGE sets 5.5m tons coal sales target this year, boosting rev to Bt11b, sets Bt280m capex to expand logistics. Comment: Oh hello high coal prices and inventory gains. Think I’ve been banging on about this for 6 months. AOT expects 370K passengers thru Suvarnabhumi airports during 10 days around Songkran, +10% yoy, with flights increasing […]

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EKH mulls opening Cannabis medical clinic, in operation next year. Comment: This nation will never have another fight, everyone will be too relaxed and stoned. GUNKUL’s got credit upgraded by Fitch from BBB to BBB+, while subordinated debt rating to BBB from BBB-, reflecting higher cashflows from PP business. MBK’s 6.068m new shares from conversion […]

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GUNKUL prepares 120 rais of land for 1st phase of hemp plantation in 3Q21, expects Bt1.2b revenue p.a. Comment: Funnymentals, loving this retail driven (though even local insti’s are all over this at the moment) cannabis trading market. LIT target FY21 loan book +10% yoy above Bt3b, to tap in SMEs that ties with government […]

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AMATAV sees big jump in profit this year, supported by 50-50 hectare land sales in 2 IE in Vietnam, boosting rev by Bt1b, sets Bt3-5b capex. Comment: Years of promise and nothing delivered. Vietnam already exports more than Thailand and yet AMATAV is nowhere. CPF signed MOU with Maejo University (MJU) a branch of TH’s […]

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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 […]

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TS & BEM expect MRT ridership to recover on reopening of schools and longer operating hours of business from February 1. Comment: I wonder how long these 2 will wait before selling the lines to an infra fund. ECF sets 10-12% revenue growth target this year, on rising furniture orders, both local and overseas, sets […]

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ADVANC sees significant surge on data traffic during December 25-January 1, 21 as media usage and online shopping jumps on travel restrictions, expects momentum continue from WFH scheme on fresh round of pandemic. BEC: Silchester international cuts holding by 0.25% to 4.9938% of total outstanding on December 30. GUNKUL reports disposal of Iwakuni solar projects […]

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AS to launch 8-10 online games in FY21, expects download jumps from 2nd round of Covid spreads, target 15-20% next year. BCP sets Bt23b capex for FY21 to revamp cracking unit and R&D petroleum products, purges holding in Lithuim Americal Corp (LAC) for $136m vs initial investment of $36m, cap gains will be rec directly […]

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CPN launches 5 campaigns to boost traffic at malls by 20%, emphasizing on Music Phenomenon during new year-end countdown format. GUNKUL board approved Bt1.47b investment in 50MW solar PP in Vietnam, boosting capacity there to 150MW. INSET secured Bt300m 5G network installation projects, ink deal Jan 21, expects to win at least 3 contracts from […]

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