ASW forms venture with Tokyo Tatemono to jointly develop Bt2.2b high-rise projects, Atmoz Oasis Onnut. Comment: I am impressed that they are still solvent… CHOW’s firm on Bt1.7b revenue target this year, on higher steel orders in 2H, with higher trading margin, to speed up solar rooftop installation to meet 70MW target by end of […]

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CPALL to sell tix of TH Moto GP event, OR Thailand GP, via 7-11 nationwide and www.allticket.com, free practice from September 30, race day October 2. ERW expects FY22 OCC at budget hotel unit (Hop-Inn) >70%, non Hop-Inn >60%, RevPar +60% yoy, Hop Inn Bangna to open in October, Thonburi station near Icon siam & […]

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CK wins Bt1.078b expressway maintenance contract from BEM. CHO sees solid 2Q, supported by Bt1,496m backlog, on track for M&A in the US, Eon Reality Inc, an operator in Metaverse, as part of CHO Tech Riders 2030 plan. COM7’s appointed a service and solutions distributor for Alibaba Cloud for integrate cloud services in Thailand. III […]

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CHAYO sets Bt3b capex for bad debt purchase, hoping to secure Bt10-15b in bad debt purchases this year, to wrap up plan to set up a JV in AMC in 2H, firms on 25% revenue growth this year. Comment: So much money to be made for these players… DOD to launch CBD based supplements this […]

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GULF’s concluded a deal to invest in a digital asset exchange service of Binance.US, through seed funding of an unspecified amount as it continues to grow its digital tech business. Comment: So the military and friends are ok with another digital exchange set up in Thailand? III expects to submit filing to list air freight […]

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Notable Transactions Buy(s) THB 640 mn III – The logistic boys are just going to rock and roll. SPALI – The family still continues to buy back their shares in the market. SAWAD – Her stock has been hammered as the market is worried about slowing growth rates and NPLs, she doesn’t seem to think […]

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Notable Transactions Buy(s) 900 mn SABUY – Just have a look at each and every JV they are participating in. III – Lots going on here MINT – A switch between entities PLAT – Will this dog rise up again? MAKRO – Just taking part of the RO Sell(s) 2 bn GUNKUL/JMART – Adisak is […]

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BCPG signs PPA 600MW wind PP in Laos to Vietnam Electricity Auth, expected COD in 2025. CFRESH upbeats 2H earnings from improving frozen shrimps export vol to EU, US, JPN, CAD on reopening, 100% utilization rate from 200ktpa production capacity, tailwind from higher THB revenue as export sales contributed 90% of total sales. III mulls […]

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APCO kick-off exports cancer treatment products to Chinese partner in July, will add more anti-aging & slimming products on line-up in 3Q, mulls expand capacity as average order from China > 1 ton/month. Comment: Their business model is to peddle rubbish “health” products via MLMs. BGRIM sets Bt300b 10-year capex to boost capacity to 10,000 […]

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Notable Transactions Buy(s) THB 22 mn N/A Sell(s) THB 420 mn III – Major shareholders sold a combined ~6.5% at 8/share (discount of -12%), wonder who this new buyer is. This is one of the company’s benefiting from the supply-chain issues.

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