AOT: Malaysia based, Batik Air, cod daily direct flights btw BKK (DMK) – Johor Bahru, effective Dec 1. Comment: There’s more and more flights coming…still another +20-30% to reach the same # of flights as 2019. EA to issue up to 4.97b new shares to accommodate cash call via RO 3.73b shares at 1:1 at […]

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KBANK offers Bt20b soft loan with 3.5% rate for 1st 2 year, as part of Government’s effort to assist SMEs via 16 banks in the program, led by GSB. Comment: That’s interesting…what will they define as SMEs. Let’s see how much actually gets distributed. MINT said Paris Olympic game has boosted its European hotel bookings […]

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CPF’s top line drivers could improve with higher sales price of swine & poultry, and better expected volume of livestock brightening mid-term Outlook. International sales, 60% of revenue, remain key to expansion, BI. Comment: It’s going to be better than you expect…. BYD’s chairman said heard about report that EA’s selling TSB to raise fund […]

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AOT: Spanish LCC, Iberojet, will begin a weekly flight Madrid-Bangkok (SIA) as its first destination in Asia, start on May 30th, will increase twice-weekly flights in early Oct. Comment: And you doubt Thailand’s tourism renaissance. KBANK sees debt service ability of top 50 corporate clients remain strong, discontinued unsecured p-loan to prevent surge in bad […]

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ADVANC mulls adding more partners to join point reward programme, aims to draw more BB & mobile subscribers, lower marketing exp, expand ecosystem & enhance revenue upside from existing customers. AEONTS signed partnership with FWD Life Insurance to be selling agent for FWD products via AEONTS’s branches. BCH, CHG, and BDMS are prime beneficiaries after […]

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AH anticipates positive earnings momentum continue next year driven by robust growth from EV parts orders, contribution from subsidiary (Able EV), Changan dealership business. Comment: Still find it ridiculous that Thailand is going down this EV route. I’ll happily bet that Hydrogen>EV in the next decade. ANI: freight forwarder, Asia Network International, major holding by […]

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BGRIM cod 140mw co-gen powerplant Bgrim Power Ang Thong 3 (BGPAT3), lift total capacity to 3,970mw from coded project. CHAYO mulls selling IPO of nano finance subsidiary, Chayo Capital (CCAP), up to 25% of paid-up, enable to CCAP to access various form of funding by themselves, flexibility in accessing funding sources, increases growth opportunity thru […]

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NBTC board is likely to approve ADVANC’s proposal to takeover TTTBB on Nov 10, Tabloid. ADVANC’s launching 2 services 5G boost mode, offering network on demand, full speed of 5G for 3hours, target livestream & gamer, will debut Microsoft Team Phone early December. Comment: So GULF I mean, *someone*, has decided to raise a kerfuffle […]

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AH’s board approved dissolution of Hyundai Motor Thailand (20% holding), MHTH has not been operation since April 1,2023, no impact on the ongoing operation of the company AOT will extend service hours of Chiang Mai International to 24-hr in November from current 6am till midnight from Nov 1, Thai Vietjet adding direct flight from Chiang […]

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AOT’s gathering info on Bt36b 3rd phase upgrade of Donmuang airport, target 50m pax/year, with bidding in 2024 and COD in 2029. AOT sees fiscal 2023, ending Sept 30, 2023, pax exceeding 120m at 6 of its airports, 25% higher than forecast, with 170K/day at Suvarnabhumi alone. Comment: More economic activity coming. BJC delays BigC’s […]

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