AAV: expects AOT give nods on proposal to operate 24 daily domestic flights service from SIA to Chiang Mai, Phuket, Krabi, Suratthani, seeks to expand international flights from SIA to China, Vietnam, Myanmar & Cambodia before end of year. AMATA: announced RO 83m shares 12.8554217:1, PO price to announce before September 21, subscription October 9, […]
Read More →ALT reassures solid 2Q from recognition of Bt496m network hardware procurement projects for State Railway, upbeat 2H earnings from strong operation from internet bandwidth services subsidiary, International Gate (IG), as demand from CLMV surged following C19, expects to sign JV Malaysia partner Edotco Group and State-telcos, CAT, in 3Q, firms on 20% revenue growth target […]
Read More →ADVANC in 70:30 JV with SPI to set up Saha Advance Network (SAN) with Bt30m registered cap, offering fiber optic and ICT infra within SPI’s industrial estate and EEC area. AMA target to lift biodiesel transport revenue to 15% of total revenue from 11% last year, sees solid turnaround 2H from higher traffic from improving […]
Read More →ADVANC target 300K new AIS Fibre customers this year, from 1m at end of-2019, as lockdown boosted demand for high-speed BB. BLAND launches community mall, Cosmo Walk, to boost recurring income and adding value to its Muang Thong Thani complex. EA reports Bt2.2b CD 2x covered, healthy demand for 2-3 year maturity JAS received Bt942m […]
Read More →CHEWA approached by AIMIRT to invest in its ready built factories & warehouse in Amata City IE Rayong for Bt500m, expects transaction completed within 3Q following unit holder approval. GULF sees 35% revenue growth next year to Bt50b on higher revenue recognitions, keeps 10% growth target this year, wraps up one M&A deal oversea and […]
Read More →BBL expects 2Q NIM flat qoq from 2.5% in 1Q as cost of funding also drops from repricing deposits, sees no impact from debt moratorium as consumer lending account for marginal in portfolio. BTS sees full year ridership drops 10% yoy; but no impact to revenue thanks to cod of greenline extension stations, compensation from […]
Read More →AOT mulls closing some of THAI’s international check-in counter and facilities in accordance with lower number of passenger aiming to curb costs. Comment: Well that took them long enough…with the public announcement re the decline in travelers and no recovery til 2022 in their minds…will they allow King Power to renegotiate? Conspiracy theorists says yes. […]
Read More →Effective at the close of Fri (Jun 19). FTSE SET Large Cap index: +CRC & DIF FTSE SET Mid Cap index: +ACE, BAM, IMPACT, LH, MINT, TQM
Read More →CHG reaffirms 10% revenue growth target after securing more SSO’s patients. Comment: The hospitals that aren’t focused on foreign customers are now the safer players. DELTA sees higher revenue from abroad after US & EU ease lockdown, maintained 5-10% revenue growth target, tailwind from weak THB boost earnings. Comment: That is impressive. INET will branch […]
Read More →Notable Transactions Buy(s) THB 417 MN GULF – And he keeps buying and buying THG – This is a rare buy from this Director CK – The EVP of Human Resources buys a chunk MINT – The CEO is averaging down his purchases. Sell(s) THB 3 mn N/a
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