AOT: Lufthansa & Qatar mull amp up flights to TH after CCSA scraps RT-PCR & Thailand Pass from May. Comment: Thailand has to get rid of this Thailand pass, the stupid testing protocols after arrival etc etc, but that’s just me screaming at the wall. BCH sees strong Covid services rev in 2Q from higher […]
Read More →CPF sets 10% revenue growth target this year from Bt517b last year, to start exporting to Saudi Arabia in 2-3 months, after 5 plants with 7-8K tons got approval from Saudi FDA. NYT sees recovery traffic at RO-RF pier on improving auto EXIM, expects BOI EV incentive boost exports volume. Comment: The volumes from EV […]
Read More →BANPU to increase investment this year by 58.5% to $1.3b, mainly in energy generation ($700m) and gas business ($500m), with internal cashflows. Intalks to buy new PP with capacity expansion to at least match last year’s 800MWs rise, coal sales 42-43m tons expected this year. Comment: It’s indo sub is paying out 25% divvy’s on […]
Read More →HMPRO will accelerate the rollout of new private-label items, add promotion and expand e-commerce channel to boost sales. Comment: And their GPM will continue to expand. JWD to take 20% stake in ESCO and sign a partner deal with PSA, the largest port operator in the world, and become a prominent operator at Laem Chabang […]
Read More →ADB upbeats FY21 outlook from recovery demand for compound plastic beads, adhesives and sealants for med supplies, wire coated, building material and auto. CKP expects 15-30% revenue growth this year, sets Bt2-4b capex for PP. BTS signs Pink Line extension into Muangthong Thani with NBM worth Bt4,230m, with BLAND in for Bt1,250m and the rest […]
Read More →ADVANC sees significant surge on data traffic during December 25-January 1, 21 as media usage and online shopping jumps on travel restrictions, expects momentum continue from WFH scheme on fresh round of pandemic. BEC: Silchester international cuts holding by 0.25% to 4.9938% of total outstanding on December 30. GUNKUL reports disposal of Iwakuni solar projects […]
Read More →ALT upbeats future earnings after branching out from telcos network infra business to traffic management software, sees increasing demand for automatic number plate recognition for parking-lot & traffic monitoring, eyes 500 licenses sold by end of 1H21. AUCT anticipates solid 4Q after raised entry fee on vehicles enter the auction from Bt8k to 9k/unit, improved […]
Read More →AEONTS sees lower LLP from improving assets quality, sees card spending pick-up from online shopping. CKP sees solid 3Q, the strongest this year, as higher water volume boosts output and profit. FSMART upbeats 2H outlook from 3 new launch products selling via top-up machines including insurance policies in cooperation w TQM, mini-ATM service, allowing withdraw […]
Read More →CPN plans to open 3 new mixed-use projects over next 3-yrs at a cost of Bt13.9b, and renovate 12 other malls, keeps 12-13% rev growth t/g for this yr. EKH sees full yr rev growth exceed 8-10% t/g from strong patients traffic and higher capacity of IPD patients (+60 beds yoy), will cod child health […]
Read More →AP’s 5M19 presales reaches Bt17.5b, mulls 1 new condo projects in June, sets Bt600m for 3 service innovations including home maintenance and security to improve customer satisfaction. DIF to buy Bt15.8b new assets from TRUE by August 19, boosting yield to >7% in 2021. GGC maintain shutdown methyl ester & fatty acid plants from June […]
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