AJ board approved procurement plan under Bt1.1b budget, to buy BOPP film machineries & equipment from EU & JPN for regional expansion, aims to capitalize on weak currency. AMARC: food & agricultural inspection laboratory, Asia Medical & Agricultural Lab and Research Center, debut IPO 120m shares at Bt 2.9 apiece. Comment: Now here’s your typical […]
Read More →BRR expects 70% revenue growth target this year to Bt7b on higher global price and solid growth in biomass power plant and wood pellet business. FPT sells build-to suit warehouse in logistic park Ayudhaya to Watson (TH), the 3rd distribution center at Bangpli & Khonkaen logistic center, target cod within 2Q23. NWR firms on 50% […]
Read More →AMR sets Bt2b revenue target, supported by Bt2b backlog, and plan to expand motorbike’s battery changer kiosk to 1,000 by end of next year. CHAYO reported Bt1.41b NPL & NPA acquired during 1H22, total distressed assets under management at Bt74.294b eo-1Q (Bt17.34b secured & Bt56.945b unsecured). Comment: Now lets see which bank will partner with […]
Read More →BBLAM, fund manager for JASIF, said its retail lease agreement is to be renewed every 3 years, as of now the conditions remain unchanged, including rev and dividend, while no impact from inflation and interest rate, Tabloid. Comment: JAS group seem to be playing around with all the co’s DOHOME sees double digit growth in […]
Read More →BCH will book Bt3b revenue from Moderna alternative jab this year, target Covid-related services revenue +104% yoy as caseloads jump, upside from higher SSO patients quota yoy, allots Bt920m capex to revamp hospitals, expand labs. Comment. Would love to know the profits from this one…. GUNKUL-JMART-SINGER form venture, JGS, to offer solar turnkey solutions from […]
Read More →ADB mulls production capacity of med-grade plastic compound, sealant for construction and plastic beads for cable to capture demand, eyes 30% sales growth target. AOT: Thai Lion Air plans to resume international flights from SIA in 2Q, will open BKK-Jakarta route to serve transit passenger to JPN & India. Comment: Now if only Thailand could […]
Read More →CGH sets up PI Ventures with Bt500m capital to expand tech investments, including digital assets and Metaverse related projects around the world. Comment: They are very good at making money, for themselves, not minority shareholders. GPSC established jv with PTT, Nuovo Plus, to invest in battery value chain, supporting EV & renewable power storage business. […]
Read More →AMA buys 76% stake in TSSK & Auto logistic for Bt578m, sees value additions from road/rail chem transports to its tanker business. Comment: Add another to the logistic names. Though their earnings have been incredibly lumpy over the past 4-5 years. Always looked at is as the logistics/fuel transport arm of PTG. AMATAV reports 52.7 […]
Read More →ATP30 wins E-Bus operating contract from PTT’s unit, firms on 15% revenue growth target this year, mulls studying e-bus and charging station plans. Comment: Ka-ching, steady cashflow for ATP30. INET mulls listing internet service subsidiary, Mandala Communication, to expand IT platform, cyber security, big data, planning to sell 2nd data center into REIT and re-invest […]
Read More →BPP to recognize revenue from 700MW additional capacity in 2H, while wrapping up few M&A deals, to achieve revenue growth target, on track to reach 5,300MW total capacity by 2025. JUBILE keeps 10% revenue growth target this year, firms on expansion plan in e-commerce and branches upcountry. Comment: As long as thai consumers are locked […]
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