ADVANC in collab with National Saving Fund to offer its subscribers to buy retirement lottery via its myAIS, expecting to be launched in 4Q25. Comment: The “organisations” that used to make that 20 baht spread are going to be p’ed off. Yes a lottery ticket in thailand is supposed to only cost THB 80, however […]
Read More →ADVANC x THCOM: enhanced network and satellite terminals for border command centers, mobile task units and strategic border areas to facilitate seamless communication for military officers, improve coordination & real-time situational monitoring. Comment: Has gulf become a strategic national asset of importance? If so, could the country nationlise it? And then pigs will fly BCPG […]
Read More →ASW reported completion of Bt900m low-rise project, Maroon Ratchada 32, kick-off transfer before end of Jul. DV8 is under SET’s surveillance Level 2 where trading is restricted to 3 auction period only, AM Open, PM Open and PM Close with cash balanced account and no net-settlement. DV8 share price has risen 1,586% YTD, market cap […]
Read More →ORI reaffirms 2Q turnaround driven by completion of 3 condo project, Bt45b backlog pending to realize, keeps Bt30b FY sales target , Bt22b FY transfer, mulls selling hotels & warehouse into REIT in 3Q. Comment: They need to rush to sell these assets into a REIT…still impressed that the company has yet to go belly-up […]
Read More →BGRIM sets 10-15% revenue growth target from gradual COD of new projects with combined 605MW with plan to add 40-50MW from new industrial and old clients to align with pool gas system, no impact from Global Minimum Tax, sets Bt12b capex and to secure partner for data centre in 1H25. ORI plan to sell 6 […]
Read More →ORI reaffirms solid 4Q driven by transfer of 3 residential projects combined worth Bt7b including Origin Plug and Play Sirintorn Station, So Origin Phahol 69 and Knightbridge Space Sukhumvit-Rama 4, maintain Bt26b FY24 transfer target. Comment: They need to go bow down to CP for saving their butts….no more property co’s going under… SISB sees […]
Read More →AOT: S.KR LCC, Eastar Jet, will resume daily flights from Busa to Chiang Mai, effective Dec 19. BEM sees MRT ridership accelerates in 4Q supported by a 10 day event Vegetarian Fest in China town, Book fair at Queen Sirikit National Convention Center, improved traffic at Lumpini park & Silom stations from cod-ed of One […]
Read More →ACE will cod 21 solar farm combined 47mw by end of year, firms on plan participate bidding for 3,600mw renewable ppa under new power development plan (PDP). Comment: Ticks some boxes for the woke ESG crowd, makes the family wealthy at the cost of businesses and the tax payer. EMC in collab with eTreego, a […]
Read More →CPF’s top line drivers could improve with higher sales price of swine & poultry, and better expected volume of livestock brightening mid-term Outlook. International sales, 60% of revenue, remain key to expansion, BI. Comment: It’s going to be better than you expect…. BYD’s chairman said heard about report that EA’s selling TSB to raise fund […]
Read More →BBL reports Bt11.81b 2Q24 Net profit, +4.5% yoy, on rise in net interest income from rising yields on earnings assets and growth in business loans, beats Bt10.77b consensus. BBL signed MOU with BEM to provide project funding for Bt139b orange line MRT project. Comment: Oh You’re saying that focusing on the core business and not […]
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