BANPU expected to report after market shut, Bt993m consensus. Comment: Commodities – Let’s see what the #’s are. What a busy week it is. GPSC reports 1Qnp @ Bt1.97b, +25% yoy, thanks to higher profit sharing revenue from Xayaburi hydro power, gains from disposal of Global Renewable Power and dividend income from RATCH, Rayong Waste […]
Read More →ANAN inked deal with local crypto broker (Bitkub), allowing property buyers to make purchase with crypto via Bitkup wallet. Comment: More positive for Bitkub than for ANAN BPP to start recognizing Bt220-250m p.a. revenue from its 13.4% stake in the Nakoso IGCC PP from 2Q21, on track to expand investment in the US, China, Japan […]
Read More →CMR sees 100% OCC at Lanna 1 & Lanna 2 hospital in Chiangmai, will cod 200 beds Lanna 3 hospital in 3Q, lifts total to 410 beds, target FY21 revenue growth no less 30%. Comment: Making bank. Unless ppl have amazing insurance or are at a state hospital, people are going to suffer with payments […]
Read More →AGE sets 5.5m tons coal sales target this year, boosting rev to Bt11b, sets Bt280m capex to expand logistics. Comment: Oh hello high coal prices and inventory gains. Think I’ve been banging on about this for 6 months. AOT expects 370K passengers thru Suvarnabhumi airports during 10 days around Songkran, +10% yoy, with flights increasing […]
Read More →NER sets Bt22b revenue target, >30% growth yoy, mulls revising sales target up in 2Q21 on rising demand.RT sets 20% revenue growth target to Bt3b, supported btBt3.5b backlog, eyes bidding for Denchai-Chiangrai-Chiangkhong dual track rail projects in May.result out July 15, PPA signs July 22. PSTC buys LPG & LNG transport co., BGT Logistic, to […]
Read More →ADVANC sees marginal rise in 3Q earnings QoQ as price hike on air time package off-set by normalized mobile & bb subs post lockdown, momentum into 4Q onward from surging migration to AIS 5G services, firmer market share from wider network coverage and increasing in 5G handset model from current 12 models, expects additional 30 […]
Read More →BCH expects windfall from Social Security Office’s plan to offer members age >50 to recover quadrivalent influenza vaccine cover A/H1NI, A/H3N2, B1, B2, Bt450/shot announcement mid-October, valid from October 15 till Dec 31, expects Bt450-500m contribution from the campaign. GULF’s capital increase seen 1.26X oversubscribed, collecting Bt32b in fresh capital, keeps Bt110b investment plan for […]
Read More →CRC scales back European malls expansion as pandemic dampen purchasing power, mulls investing in IT & online business to align with new normal. Comment: Without tourism from Asia the malls they have in Europe will be quiet….for Thailand ~20% comes from direct tourism spending. GULF to wrap up 3 hydro powerplants deal in Laos with […]
Read More →AAV add 4 domestic routes, SIA-CNX 5 daily flights, SIA-HKT 3 daily flights, 2 daily flights for SIA-KBV and SIA-URT starting from September 25. Comment: Flights I’ve been taking are constantly full (note AAV has been changing departure times quite regularly, likely to ensure a full flight & save costs) CNT sets up renewable earnings […]
Read More →AOT’s expected to sign Bt9.7b 3rd runway projects with NWR, if manages to clear EHIA on July 20.AOT: Chinese Aviation authority (CAAC) suspended flight from Thai Lion Air and Thai Air Asia X for 1 week after discovered 6 Covid cases on board SL117 & 5 cases on XJ808 on July 7 & 10. Comment: […]
Read More →