ALT wins e-reading meter project from Provincial Electricity Authority (PEA) valued at Bt300m. BAM reported Bt22b NPA acquired in 1H, seeking board approval to buy additional Bt33b in 2H, mulls expand distressed assets management in CLMV & Malaysia. Comment: There’s no point expanding to countries where the legal jurisdication isn’t set up for distressed assets […]
Read More →BEYOND sees higher revenue yoy, sets Bt2.8b service revenue, +31% yoy, sees growth momentum in 2Q, expects to sell 52 rai of land in Rayong worth Bt600m by end of year. Comment: Ahhh this name, so remember this is the reverse IPO of the four seasons hotel project @ the river into a mining co, […]
Read More →3BB is having liquidity issue and short on rental payment to JASIF, may lead to contract restructuring.Comment: Great quality eh? AIS is buying themselves a great asset… AOT board approves Bt36b 3rd phase development at Donmuang Airport, design to complete in Oct and bidding start in 4Q23, target 40m passenger vs 30m now. AURA targets […]
Read More →BRI reported 2M23 residential sales topped Bt2b, maintains launch plan 20 projects total Bt22.5b, eyes 20% FY revenue growth target above Bt13b, revenue +40% >Bt9b. CPALL sees 5-7% SSSG via 7-11, sets Bt27b capex to add 700 branches in TH & 30 in Cambodia, will debut 2 outlets in Laos this year, reassures FY interest […]
Read More →AWC sets double digit revenue growth target this year, to spend Bt1b on renovating and adding lifestyle spaces to the Empire, its largest office tower, under the theme “Co-Living Collective : Empower Future”. Comment: And they’re just going to keep eating up the market and buying the assets from the family at “fair value” BDMS […]
Read More →AJ board approved procurement plan under Bt1.1b budget, to buy BOPP film machineries & equipment from EU & JPN for regional expansion, aims to capitalize on weak currency. AMARC: food & agricultural inspection laboratory, Asia Medical & Agricultural Lab and Research Center, debut IPO 120m shares at Bt 2.9 apiece. Comment: Now here’s your typical […]
Read More →Notable Transactions Buy(s) THB 548 mn SABUY – A massive purchase by the founder. Similar to many others, he sold the free warrants and bought the shares. JMT – Founder buys and buys JMART – Founder’s son buys and buys MAJOR – Ohhhhhh, Vichai is back into buying shares in his own co? That’s a […]
Read More →AMR sets Bt2b revenue target, supported by Bt2b backlog, and plan to expand motorbike’s battery changer kiosk to 1,000 by end of next year. CHAYO reported Bt1.41b NPL & NPA acquired during 1H22, total distressed assets under management at Bt74.294b eo-1Q (Bt17.34b secured & Bt56.945b unsecured). Comment: Now lets see which bank will partner with […]
Read More →AAV: mulls introducing new regional routes to spur intra-Asean travel, in talk with ministers for possibility to add Jakarta- Hua-Hin route. Comment: Retail investors are more interested in the picture of the Bitkub fellow and Tony from AirAsia that floated around social media over the past few days. GTB: wins contract to supply fire tube […]
Read More →AS launches new game, Real Yulgang mobile, in TH & Cabal M in Philippines, eyes 15-20% revenue growth target. ILINK sees solid 3Q on seasonal for cable and fiber optic with additional new clients, keeps Bt6b revenue target this year. Comment: Basically all the projects that were supposed to have won 3-4 years ago are […]
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