AMANAH said it has yet to be approached by GSB for all the stake, sees parent co, iBank, keens to keep leasing unit. Comment: Have to love all these rumours in the market. AOT said the Satellite 1 (SAT-1) passenger terminal is 95.23% completed and will be 100% in April 2021. Reported passengers dropped almost […]

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AMATA: KSAM cuts holding by 0.0807% to 4.987% of total outstanding on Monday (Aug 31), SEC filing. BGRIM to work with AMATA in developing smart-city concept in every projects, hoping to boost power productions, including Amata Smart City in Myanmar. CPALL maintained 700 branches expansion target this year, will sell Bt25b CD to refinance and […]

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ADVANC in 70:30 JV with SPI to set up Saha Advance Network (SAN) with Bt30m registered cap, offering fiber optic and ICT infra within SPI’s industrial estate and EEC area. AMA target to lift biodiesel transport revenue to 15% of total revenue from 11% last year, sees solid turnaround 2H from higher traffic from improving […]

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AP reports 4M20 sales topped Bt8.33b, Bt4.93b backlog pending transfer, delay plans to add land bank, maintaining Bt33.5b FY20 presales target. Comment: That’s still decent. BAM reaffirms at least Bt1 dividend payout this year, sees recovery in 2H, plans to sell Bt3.3b worth of rehabbed assets. Inclusion into MSCI this Friday will see $58m inflows, […]

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AWC, KTC, TOA are expected to be added to MSCI Global Standard to be announced May 12, tabloid. BA to resume domestic flights on May 15, starting with 2 flights to and from Samui daily. Comment: The samui monopoly (okok market leader) begins. BTS will increase trains frequency to avoid overcrowded on lockdown easing starts […]

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AH sees better 2H frm higher auto-parts sales and consolidation of SGAH, boosting overall rev grwth to >10% t/g.Comment: That story is over and played out, the global automotive industry is struggling. BBL said its plan to cut deposit rates won’t hurt performance, firms on 3-4% loan grwth this yr, trades Bt2 XD Sept 4.Comment: […]

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Ever since Bhumjaithai’s leader Anutin begun campaigning, we’ve said two things They’ll be the swing party Thailand will get roads and weed Why the roads? Easy he’s the owner of STEC Plc, why the weed? Well now I’m going to indulge myself in a mix between rumours, facts and my random thoughts and let you […]

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BPP BPP is going to start commercial operation of 96.5 MW in 2018 and believes its operating capacity will reach 2,789MW in 2023. It plans to set a budget for merger and acquisition of power plants, focusing on renewable energy in Asia Pacific. It says capacity of Hongsa power plant is higher than expected. ( […]

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BTS BTS targets 2019-21 revenue to grow by 25-30% on average from 2017, grounded in solid gains in its skytrain, advertising and real estate businesses. It will book an extraordinary gain of Bt2bn after completing the transfer of property, which it expects to finish in March 2018 . (Thun Hoon, 21/11/17) Comment: And if more […]

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AAV AAV expects this year’s performance to be robust supported by strong tourism and route expansion. The company expects the number of passengers to reach 19.5 mn with load factor at 85-86%. It also looks to open a new route to Vietnam in June. (Thun Hoon, 30/05/17) Comment: Still the best airline operator in the […]

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