EPG expects positive momentum to continue in 2H, driven by improved operations at Aeroflex (USA) following a 5% price hike in July, higher domestic parts sales from demand for canopy and side-step, lower ECL due to better business in South Africa, and plans to scale back SG&A to stretch margins. Comment: Despite the fact that […]
Read More →AOT received CAAT approval to charge ground service fees at SAT-1, covering systems like 400Hz aircraft power and PC-AIR air-conditioning. Expected to generate >Bt300m/year from ~2,000 monthly flight operations by 30 airlines. Comment: AOT is running around trying to figure out how to replace the lost King Power $ BBL holds 2,407 million shares (8.51%) […]
Read More →ADVANC adds Bloomberg TV, Fox News and Fox Business to exclusive content pkg on AIS PLAY Family package, allows subscribers to view content across all devices: smartphones, tablets, smart tv and PLAYBOX set-top box. Comment: AIS taking True out back and spanking them with the silly stick. AOT: SIA tops global list of airports with […]
Read More →APCO in talks Nigeria prtnr to expand health supplement biz in Africa, expects to secure OEM ords to supply 12 items at first phase, ink deal in Jun. AOT: Austrian Airlines will increase flights frm Vienna to BKK, operating double daily services for an upcoming winter flight scheduled frm Oct till Apr 2026. AWC & […]
Read More →ANAN to start transferring Bt12b worth of 3 projects, on track to meet FY25 transfer target, with government’s stimulus measures in 2Q to help boost sales under its “Urban Life Goes On” campaign. Comment: How is this company not bankrupt? Mismanaged by it’s stoned CEO. “Hi ma look over here I’m going to launch a […]
Read More →IVL: divest PTA manufacturing facility in Portugal. Comment: A DIVESTMENT??? IVL SELLING? IT’S GOING TO SNOW IN THE STREETS OF BANGKOK! OR: expects marketing margin improve if government decided to lift price curb on diesel after state oil fund turns positive. Comment: Anti-oil play….voila….this could turbocharge…
Read More →CRC shakes up food units, mulls adding 500 SKU of house brand products in portfolio from existing 5k to boost margin, expects sales jump from premium products at affordable price, eyes 20% FY revenue growth target. Comment: The issue is that they’re up against such amazing independent players that all CRC F&B receives is the […]
Read More →IVL to buy 24.9% stake in India-based PE packaging solutions, EPL, for INR 19.08b (Bt7.44b), sees benefits from expertise in PE laminates tube used in oral, beauty & pharma, plus mkt exposures spanning in 11 countries, transaction will be fin thru internal cash flow. Comment: Cookie munster trying to get back into the game? SRICHA […]
Read More →BBL is expected to benefit from jump start investment and global recovery as overseas loans account for 26% of loan book, 28% of total loan came large corporate clients while working cap loans account for 44% of total loans should enjoy positive impact from economic recovery. Comment: It is fascinating to see that BBL arguably […]
Read More →AWC expects positive earnings momentum carry thru 4Q driven by strong OCC & RevPar on high season, larger food outlets & hotels network both qoq & yoy, newly coded Intercontinental Chiang Mai Mae Ping & Marriot Chiang Mai to boost earnings. BANPU sees coal & natural gas price ascending from surged demand for heat during […]
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