NBTC board postponed endorsement of June 29 mobile spectrum auction, won by TRUE and ADVANC, to make sure there was no collusion, rescheduled meeting to Jul 6, the deadline for it to approve the bidding outcome. Comment: Perhaps for the first time I agree with this news that this is no collusion between these twogroups […]
Read More →JPARK in talk partner to management parking-lot total 3k slots, expects to wrap up by end of month, firms on FY target 50k slots by end of year. Comment: Still need to know more about this group… MOSHI: Deputy CEO, Monthana Asavametha, sold 3m share or 0.9% to Samsung Asean Equity Fund @ Bt42 on […]
Read More →ADVANC’s 1Q25 NP due today, expected to report Bt9.82b bbrg consensus, +16.2% yoy, on stronger core segments, mobile and fixed broadband biz. Comment: No more free coffees and their margins are going higher. Choose which oligarch you want to pay for the right to use a phone, Gulf & friends or CP Group. BGRIM reaffirms […]
Read More →CPN sets Bt120b capex over next 5 years to invest in new malls in BKK, Nonthaburi & Khon Kaen, will cod Market Place Theparak community mall on Mar 28, followed by Central Park & Central Park offices in Aug and Central Krabi in Oct, revamp malls are set to open later this year including Central […]
Read More →AMATA targets FY25 industrial land sales >800 acres, FY25 transfer >50% of Bt21.2b backlog, sets Bt8b budgets to add landbank. Comment: Perhaps for the first time, I won’t say , “nah full of crap” they’re meeting their targets, even though their prices are 30-50% higher than peers in the same location BA sees 2M25 passenger […]
Read More →ADVICE sees 1Q25 sales +13-14% yoy driven by smart phone sales & Apple products on the back of Easy e-Receipt shopping tax rebate stimulus, robust MacBook Air sales during Thai Mobile Expo event, household solar solutions business debut in Feb open room for growth, eyes 20% FY25 revenue growth target. Comment: Why is this the […]
Read More →BH expects FY24 profit tops Bt7b registered last year after logged Bt3.9b in 1H, sees 3Q momentum remain solid from robust traffic from fly-in patients, local patients on rainy season, keeps focus on medical advancement & healthcare technology to boost margin. Comment: Its their expansion plans that the market is pricing in. CPF buys 65% […]
Read More →Kasemrad Plastic Surgery (KPS), a unit of BCH, said its collaboration with Korean College of Cosmetic Surgery and Medicine (KCCS) will elevate the standards of cosmetic surgery in TH, involving knowledge exchange and training. It sets Bt200m capex for 2 new centers and 3 surgery Comment: Oh thailand, you fake beauty. JPARK to sign more […]
Read More →ITD expects to win Bt18.7b 16.2km Chatuchot-Lamlukka expressway project from Expressway Authority (EXAT) on an upcoming official announcement today. Comment: Wait……isn’t ITD a bankrupt panther killer, how on earth could a government agency give this project to them? JPARK: CEO, Santipol jenwattanaphaisarn, sold big-lot 39.9m shares (9.97% of paid-up) @ Bt6.35 total Bt253.3m to local […]
Read More →A5 announced buyback, up to 33m shares (2.73%) under Bt100m budget from Jun 17 till Dec 16. Comment: On paper the numbers seem ok, but a sharebuyback at this valuation? …it’s not that cheap.. AWC sees no impact from the insolvency of FTI in Germany, projects strong OCC to continue in 2H, plans to open […]
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