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 […]
Read More →AQUA files criminal case against Thanhoon Tabloid for distorting facts in its reporting in TPL, causing damages to >5,000 shareholders who own >140m shr. Comment: So they didn’t pay Thanhoon the usual 20-40k baht for the news articles? And what business AQUA actually do? Shine Bunnag was a well known stock punter (read: manipulator) back […]
Read More →AMATA sees industrial land sales momentum accelerates in 2H, renewable power, auto parts makers, food manufactures, chem, data center & logistic among top clients, expects more to come as EV parts suppliers hv to move along with EV producers to Asean. Comment: Even this dog is going to benefit from the unexpected amount of FDI […]
Read More →LH Group could be the one to decide fate of JAS’s broadband (TTTBB) spin-off to ADVANC as the group is the 2nd largest unit holder of JASIF, 616.08m units or 7.7% of total outstanding. Comment: Haven’t looked into this, though I wouldn’t see why LH wouldn’t vote for this change. NRF to cod 1st phase […]
Read More →BPP cod-ed 10mw Shirakawa solar projects in JPN, lifts total to 1,007mw, firms on plan to achieve 5,300mw by eo-FY25. DOHOME anticipates FY22 turnaround from positive SSSG 1Q22 supported by shopping tax rebate stimulus, wider margins from improved product mix & new distribution center, sets Bt2.5b capex to add 5 stores this year. Comment: At […]
Read More →ADB ups production capacity of med-grade plastic compounds by 50% to fill demand from healthcare and capture wider margins. AGE target FY22 coal sales volume >6.5m tons, revenue >Bt15b, 3 new business including industrial boiler installation, cargo warehouse & logistic expected to materialize this year, mulls tap in power business. Comment: Coal isn’t finished. CPANEL […]
Read More →LH reported acquisitions of the SpringHill Suites by Marriott in Anaheim CA, US, a 120 rooms on 2.07 acres land from DKN Hotels for US$ 31m (Bt 1.056b), the property is just 2 blocks away from Disney Land. Comment: On price/key basis that’s ridiculously good. MC seeks to expand MC outlet in PTT retail stations […]
Read More →AEC: name change to Beyond Securities Pcl, ticker change to BYD, warrant (AEC-W6) ticker change to BYD-W6 effective Monday. Comment: This firm has been on the market for sale for a year. BLA expects to report solid 2Q from higher premium on health insurance sales via bancassurance, investment gains & lower provision yoy, Tabloid. GPSC […]
Read More →CPW maintained 20% FY21 revenue growth target supported by new IT & gadget products launch during the year, larger contribution from online sales, wider margins from IoT & smart home products. Comment: A C-grade version of COM7 ECF sees recovery in furniture mkt on seasonal and weak THB, while Minbu solar PP in Myanmar have […]
Read More →ACE, TPCH, UAC, EGCO, GUNKUL are expected to join bids for 150MW community PP, after PEA sets April 27-30 bidding schedule. Comment: The connected players are ACE EGCO GUNKUL, the independent hard working folk are TPCH and UAC. You can guess the winners. AGE sees 1Q coal sales volume double yoy, target full year volume […]
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