BAM scraps plan to establish distressed assets management jv with finance institution this year as banks delay write-off, Dailynews. Comment: There’s only one financial institution this quasi-SOE could JV with and that’s KTB, another quasi-SOE. CBG anticipates turnaround from 4Q onward after hurt by shrinking margin from high aluminum price, mulls adding more energy drinks […]

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BAREIT: BA Airport Leasehold REIT, debut IPO 1.03b units at Bt 10 apiece, KBANK leads & KASSET trustee. BCP ramps up Oil & Gas EP investment in Norway via flagship venture OKEA drilling co (45.7% holding) as 1H22 OKEA revenue +148% yoy to Bt 10.2b boosted by geopolitical conflict, rising price and increasing global demand. […]

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AOT to pay full rental to Treasury Department, from 50% during covid, if govt declares an endemic from July 1. Comment: Here is the dirty little secret. When the government finally declares its an endemic. Then all the discounts and delays in payments that companies had during COVID are gone. BC’s indirect subsidiary, Bespoke Life […]

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AS: local fund, BBLAM, raised holding by 0.4382% to 5.0033% of total outstanding on January 27. Comment: It’s a bit late to be adding no? But I’ve been totally wrong on AS over the past 2 years, why? I remember all my meetings with them from 2010-2020 and didn’t think management would be able to […]

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BAM in talk several fin institution to joint establish distressed assets management co, sees upside from management fees, rev sharing. Comment: I have a random thoughts on this – but basically the banks HAVE SO MANY NPLS that several would effectively be at risk of bankruptcy and need to recap massive amounts of equity. This […]

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ACE: a group of local residences has called for ACE to stop construction of its 2 bio-mass power plant in the area, citing environmental risk. BPP’s doubling down on its U.S.-led growth strategy by pledging to invest >$200m in renewable energy projects to add to its existing shale gas and electricity port. It plans to […]

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ADVANC sets Bt25-30b 5G capex next year, while AISCB to start lending services 1Q22, penetrating 43m its customer base., sees strong data traffic next year supported by Metaverse trend, roll out bundled 5G handset and air time package to boost market share. Comment: SCB is no longer restricted to its own branch network. Britania, a […]

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ADVANC agreed to pay Bt448m to settle Bt50b dispute with NT, paying ways for future collaboration. Comment: All of these lawsuits will be settled due to the new owners. APCO launches antiviral supplement, MyLife100, out on sales October 1. Comment: And these snakeoil salesmen have another bunch of rubbish supplements for you to try. BAY’s […]

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ADVANC’s expected to report today, Bt6.68b 2Q consensus. ANAN postpones sales of Bt6b bond by a week, as it plans to appeal the verdict of the Central Admin Court, which revoked a notification document to allow the construction or modification of Ashton Asoke. Comment: Imagine you bought a unit at this project as an investment, […]

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AH anticipates positive momentum carry thru 2H from strong parts order from domestic & oversea clients, higher utilization rate yoy, target margins within 10-12%, aims to catch ride on EV boom via MG car dealership business. Comment: Look at the leasing companies in EU and the US. They retired their fleets last year due to […]

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