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 […]
Read More →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 […]
Read More →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 […]
Read More →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 […]
Read More →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 […]
Read More →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 […]
Read More →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 […]
Read More →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. […]
Read More →CHOW’s board approves plan to sell 6 units in Japan, owning 9 solarfarm with 64.21MW capacity, for Bt4,114m, pending shareholder approval on Jan 27, 2021. KTB is not going to compensate those who failed to register for the 2nd-phase copayment scheme on Wednesday when DTAC’s OTP system crashed. Comment: It’s not KTB’s fault, the fault […]
Read More →CPN launches 5 campaigns to boost traffic at malls by 20%, emphasizing on Music Phenomenon during new year-end countdown format. GUNKUL board approved Bt1.47b investment in 50MW solar PP in Vietnam, boosting capacity there to 150MW. INSET secured Bt300m 5G network installation projects, ink deal Jan 21, expects to win at least 3 contracts from […]
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