ADVANC’s joined forces with MakeMyTrip, India’s leading OTA platform for hotel and travel bookings, to help drive Thailand’s tourism industry. By combining the strengths of two industry leaders in communications and travel, the partnership elevates the end-to-end journey for Indian visitors. (Kaohoon) AWC’s unveiled Skyflyers: Wings of Garudapterus, a new riverside experience at Asiatique The […]
Read More →GFPT is expected to report meaningful turnaround driven by margin expansion as feed mill costs significantly drop (corn & soymeal), healthy chicken exports sales vol & selling price, higher profit sharing from jv unit GFPT Nichirei (GFN) and McKey Food services. Comment: No surprises…usually 3-5 year story..I’ve whispered it enough times :p MASTER to open […]
Read More →EPG expects heat insulation sales pick up from surged demand from industrial sector and commercial vehicle from the US on the back of Trump’s America First policy, eyes 8-10% FY25 revenue growth target, margins 30-33%. Comment: Who cares about EPG…..perhaps on the next company visit they’ll talk about even more patents that have been filed. […]
Read More →BH expects FY24 profit tops Bt7b registered last year after logged Bt3.9b in 1H, sees 3Q momentum remain solid from robust traffic from fly-in patients, local patients on rainy season, keeps focus on medical advancement & healthcare technology to boost margin. Comment: Its their expansion plans that the market is pricing in. CPF buys 65% […]
Read More →ADVICE sees recovery in IT business despite delay in Windows 12 launches to mid-2025, see 10% avg sales growth per branch yoy, but overall growth this year may miss 10% target due to sluggish 1H, while solar cells installation service to officially launch in Nov. INSET in talks with 3-4 new clients building data center […]
Read More →ANI reaffirms solid 3Q from robust traffic thru freight forwarding biz on high season, improved air/sea freight rate on surged demand for inventory restocking ahead of holiday season. Comment: Another one of those logistic players that had fantastic #’s during covid and are now experience the covid “hangover” BCH sees solid 3Q on seasonal, firms […]
Read More →AAI revised up FY margin to 21% vs 17% previous guidance, supported by robust growth from PET food sales, sets Bt430m capex to expand warehouse & packaging unit, firms on Bt6.5b FY revenue target. Comment: Minting it, supply of flights in the skies still below 2019 levels. CHAYO allots Bt1.5b budget to acquire bad debts […]
Read More →I’m catching up on brain dumps of the past 3 months I’ve found in my Evernote…. This news headline was back at the beginning of March 2024 “ MOPH Prepares to Amend Surrogacy Law for Foreigner and LGBTQ+ Thailand’s Ministry of Public Health is set to amend surrogacy laws to include foreign couples, Thai women […]
Read More →AAI anticipates meaningful turnaround this year on jump start pet foods orders after hit by excess inventory last year, will start delivery for new clients at late 1Q, eyes 15% FY sales growth target. Comment: Everyone is wondering if this is a real turnaround in demand. Or just a little bump. BMA board approved Bt23b […]
Read More →AH anticipates positive earnings momentum continue next year driven by robust growth from EV parts orders, contribution from subsidiary (Able EV), Changan dealership business. Comment: Still find it ridiculous that Thailand is going down this EV route. I’ll happily bet that Hydrogen>EV in the next decade. ANI: freight forwarder, Asia Network International, major holding by […]
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