AOT expects 2.37m passengers and 14K flights thru its 6 airports during Songkran. Comment: Every Quarter is going to look great until 2Q24. BEM said 420K trips at its mass transport services is above pre-covid, and traffic at its expressway network is back to 100%. Comment: Et voila… CK eyes 2 large pjs this year, […]

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AUCT upbeats on surging traffic thru auction yard driven by declining used cars price and larger volume of repossessed vehicles as banks clearing up NPLs. Comment: Urgh…was looking at this name again 2 months ago and it just jumped…well positioned to benefit from the higher number of vehicles going through their system BCH sees big […]

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ICHI mulls selling international franchise of its JPN restaurant, Oishi Biztoro, seeks to expand selling channel via multiple formats to expand coverage, plans to open 30 new restaurants over next 3 years as dine-in recovery, focus costs management to stretch margin. Comment: Because they haven’t done well with it.. KTB in collab with BJC to […]

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BTS & BEM are expected to benefit from surging ridership on Blackpink concert this weekend Jan 7-8. Comment: News is reallllllllllllllllly lacking this first week back. CENTEL sees advance booking from Chinese travel agents accelerates ahead of China border reopens. Comment: Would be good to know what % this is of total bookings. EKH sees […]

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AH expects parts orders accelerate from vehicles booking during Motor Expo event, FY23 earnings remain intact from battery shield & thrust panel backlog order for Vinfast, axle shaft for Ford, maintain 30% FY22 sales growth target, GPM within 10-12% range, target 10-15% sales growth next year. Comment: Vinfast meh…. AGE targets FY23 coal sales vol […]

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ASK reported Bt15b new loan 5M22, driven by e-commerce, logistic, agricultural and tourism sectors, keeps Bt37b full year target, lifts loanbook to Bt66b by end of year. BAM and KTB, both held by FIDF, are allowed to set up a JV AMC. BAM’s in talks with 7 banks for such JV. Comment: Setting up an […]

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CHAYO sets Bt3b capex for bad debt purchase, hoping to secure Bt10-15b in bad debt purchases this year, to wrap up plan to set up a JV in AMC in 2H, firms on 25% revenue growth this year. Comment: So much money to be made for these players… DOD to launch CBD based supplements this […]

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ANAN teams up Mitsui Fudosan & Ascott to launch 5 service apartments projects, 1,809 units total Bt12b (Ascott Thong Lo, Ascott Embassy Sathorn, Somerset Rama 9, Somerset Pattaya, Life Sukhumwit 8), aims to boost recurring income from Expat & long stay. Comment: These projects were in the pipeline pre variants. Now if the CEO could […]

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ADVANC secures official broadcaster right for Toyko Olympics on AIS Play for all matches. Comment: This is slowly taking True’s market share. AIS Play is fantastic for sports today versus True especially on a price comparison basis. BA to suspend BKK-Samui route from Jul 21 and postpone resumption of 5 other routes. Comment: I know […]

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AOT: extend fees waivers for concessionaires & airlines operating at 6 international airports for additional 6 months from previous waivers. ATP30: sells PP 65m shares (9.53% of total outstanding) at Bt0.99 apiece to Toyota Tsusho (TH). Comment: Now that’s an interesting development. BBL, SCB, KTB and BAY: FY20 due today, Bt21.23b, Bt26.72b, Bt16.34b, Bt24.96b consensus. […]

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