HMPRO collabs with BAY’s consumer unit, Krungsri Consumers, to launch BNPL service, Home Pay by Krungsri Genesis, for HMPRO’s clients, target 120k new account this year. JMART sees another record high profit this year driven by robust mobile sales on the back of shopping tax rebate stimulus, growth from recently acquired Tee-Noi hot pot restaurant, […]

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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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AH sets up subsidiary, Able EV, to expand auto dealership business for Changan. AOT upbeats 1Q24 earning (Oct-Dec23) from passenger traffic thru airports on seasonal, higher capacity yoy after cod-ed SAT-1 on September, higher OCC for commercial area, upside from rent hike. Comment: Having just been to the airport and going upcountry, it still appears […]

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ANAN’s 8M transfers stood at Bt8.6b, mulls year-end campaign. Comment: Not too shabby, but still it should be bankrupt given the mess that the asok project ended up being. CENTEL sees no impact from BMA’s plan to collect wastewater treatment fees next year (Bt4/cu.m for biz using <2k cu.m & Bt8 for those using >2k […]

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AH sees windfall from Chinese EV producers parading to TH, sees strong 2H growth, firms on 10-15% revenue growth target, mulls expanding US and Japan markets. Comment: The impact is minor at best… COM7 expects demand for smartphone & accessories jump on government’s plan to hand out Bt10k digital wallet for individual, expects holiday sales […]

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ATP30 in talk RP to provide tourists shuttle services for travelers visiting Samui Island via ferry, seeks to branch out from factory clients in industrial estates to tourism sector to expand coverage, balance revenue mix. GIFT: par changed to Bt0.5 form Bt1, co., name changed to Gift Infinite, ticker remains unchanged, effective today. Comment: No […]

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AKR upbeats outlook from healthy demand for transformer on power project expansion, tailwind from EPC solar project, seeks to expand via Private PPA to boost growth, firms on 15% full year revenue growth target. AMATA sees no impact from power shortage in Vietnam, with sufficient power gen capacity in 3 of its Vietnam’s IE, sees […]

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BANPU acquires 37.6mw VN onshore windfarm projects for Bt2.065b, power to sell to authority under 20 years PPA (cod-ed Apr 19), transaction to complete in 4Q. BTS expects cabinet to approve green line O&M concession extension by 30 years in exchange for Bt100b debts in an upcoming cabinet meeting tomorrow. INTUCH 2Q due Wednesday (Aug […]

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AH sets >10% revenue growth target next year after stripping off SAGUSA and oversea sales growth, firm on 10% revenue growth target this year, albeit lower yoy. Comment: Hmmm I wonder acquisitions they will try to pull off next AMATA expects IE land sales momentum carry thru FY20 driven by transfer of backlog at Amata […]

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BA may pay special dividend in 3Q, having booked extra gains, yet operation remained sluggish from higher competitions and strong THB. BAY revamps app, U-Choose, to accommodate digital lending, online deposit and e-market place, kick-off services on November. BGRIM reassures solid 4Q from absence of maintenance shutdown and additional capacity from 3 solar projects combined […]

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