CPN firms on plan to open Central Plaza Ayudhaya & Sriracha in 2H, target completions of Dusit Central Park in FY24, 9.2 acres mixed-use projects under JV Hong Kong Land by FY26, will finalize plan to estimate mall in Vietnam before end of year. Comment: Still the best mall operator in the country by a […]
Read More →BCP: SSO cuts holding by 0.0802% to 14.9595% of total outstanding on May 5. IVL sees positive growth momentum 2H21 from recovery global demand for PET, IOD & gasoline, expects full year PET spread remained high from healthy selling price due to low output from China, sets US$1b capex to revamp plants, recycling business and […]
Read More →IVL: expects big jump this year from recovery demand for PET on improving consumption, strong demand for technical fibers for PPE, med supplies and auto parts, stock gains boost earnings. Comment: Where’s the next M&A for this cookie munsterrrrrrrrrrrrrrrrrrrrr?! ORI: reaffirms solid turnaround 1Q from completion of 2 condos and transfer of ready to move […]
Read More →BPP’s planned investment in 1,000MW gas PP in the US and another large one oversea in a form of JV, with <50% stake, will be concluded in 1H21, a few more clean energy powerplants with 100-200MW capacity planned by end of year. Comment: Bam bam bam, natty gas. Great for the ESG story. But the […]
Read More →APURE sees big jump this year from strong sweet corn, fresh fruits & vegetables exports thanks to surging demand for home cook, sees healthy margins from high utilization rate. BEAUTY sets 5% revenue growth target this year with >5% net margin, on three strategies, re-structure, re-new, and re-model. IVL sets to double its EBITDA by […]
Read More →AOT: expects loss continue next year as pandemic erodes passenger arrival, sees average month to date domestic passenger traffic back to normal above 100kpd but international arrivals remained low 700 passenger/day, CEO. IVL: completed acquisition of PET recycling plant in Poland, IMP Polowat. Comment: Cookie munster continues. Now when their spread cycle returns to the […]
Read More →AOT: 8 international airlines including, Singapore airline, Cathay Pacific, Etihad, Emirates, Austrian, Lufhansa, Austrian, Swiss Air & Qatar to resume flights to SIA from November 6, EVA & KLM are expecting to resume before end of year. ASIAN: upbeat 4Q earnings from strong pet food sales momentum, expects to sign additional OEM orders from US […]
Read More →BCH expects windfall from Social Security Office’s plan to offer members age >50 to recover quadrivalent influenza vaccine cover A/H1NI, A/H3N2, B1, B2, Bt450/shot announcement mid-October, valid from October 15 till Dec 31, expects Bt450-500m contribution from the campaign. GULF’s capital increase seen 1.26X oversubscribed, collecting Bt32b in fresh capital, keeps Bt110b investment plan for […]
Read More →BJCHI said results of the 7 projects worth Bt13b it participated in bidding will be known by end of year, adding to Bt3.5b current backlog, the highest since 2016. KKP name changed to Kiatnakin Phatra Bank Pcl, effective tomorrow (Aug 20), ticker remained unchanged. Comment: I suppose they had to make it obvious… KTC’s P-Loan, […]
Read More →CIMBT hire purchase unit, CIMB auto, cuts used car HP target to Bt10b from Bt18b from stringent credit approval, will submit petition for car title lending license, aims to boost FY21 revenue base from larger products portfolio. EA sees stable 2Q earnings yoy, but cuts FY20 revenue projection to Bt15b from Bt20b, as covid had […]
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