BAM sees 2M24 cash collection exceeded Bt3b, firms on Bt20b FY, revamps NPA appraisal process to save time costs, in talk with financial institutions & residential developers to establish distressed asset management JV. Comment: And what if they perform better than expected? The upside is then taken care of. KJL signed partnership agreement Schneider Electric […]
Read More →CBG: convenience store unit, CJ Express, postpone listing from prior schedule on 2H23 to next 1-2 years, Daily news. Comment: Ouch, does this imply that upcountry spending is far worse than we know? EGCO in collaboration with BoCo Rock Windfarm, a unit of Mitsubishi, to produce hydrogen from power plant with 113MW capacity. BoCo’s current […]
Read More →DELTA reported Bt3,614m 1Q net profit, +30% yoy, missed Bt3,849m consensus.DELTA par changed to Bt0.10 from Bt1, board lot changed to 100 from 50, tomorrow. Comment: The miss vs the stock split. Fun times coming for these shares. PTTEP to report 1Q today, Bt19.33b consensus. Comment: Finally printing $ and they’ll continue to for the […]
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