AWC expects positive earnings momentum carry thru 4Q driven by strong OCC & RevPar on high season, larger food outlets & hotels network both qoq & yoy, newly coded Intercontinental Chiang Mai Mae Ping & Marriot Chiang Mai to boost earnings. BANPU sees coal & natural gas price ascending from surged demand for heat during […]
Read More →JMT: parent co., JMART, says no plan to exit debt collection business, maintain top holder of the company (53.84%). Comment: Why is it when a market declines that short sellers get the blame etc etc. The ability of the market participants to create fairytales is always remarkable…love markets. I hope this never stops, it creates […]
Read More →AWC: cod 383 guest rooms, 10 meeting rooms, 6.2k sq.m event space, Chiang Mai Marriot Hotel, Night Bazaar district, target MICE & leisure travelers. BR sees >10% revenue growth momentum into next year, on exports to EU, JP, Aus and Saudi. GEM Global Yield, a US Fund, target 19.9% stake in SABUY, worth Bt1,750m, after […]
Read More →AMA upbeats 2H outlook from strong tankers transporting on high season, sees qtd utilization rate at 96-97% vs 95% yoy, expects road transport utilization rate pick up to 85% from 80% end of FY22 driven by logistic demand from PTG, eyes 20-25% FY revenue growth target. Comment: Could be worth a look as PTG has […]
Read More →ANAN mulls 5 new remedy options for Ashton Asoke for court consideration. Comment: The CEO & Board should be sued by shareholders, they lied pre-covid that this issue was resolved. DMT reaffirms 30% FY revenue growth target driven by strong tollway traffic, target FY average daily traffic >110k trips/day. BCP board approved Bt9.30-Bt9.70/share for ESSO […]
Read More →BTS: begins trial run of 34.5km MRT pink line (30 stations), t/g cod in Nov. Comment: This won’t add much to BTS’s bottom line nor value directly, however take into account that they’ll now own the skies around Bangkok and then what can the BMA do? They’ll have no choice but to extend to the […]
Read More →BDMS sees year-to-date fly-in patients reach 30% of total rev, potentially hit 35%, above pre-covid level by end of year, allots Bt1.8b to adds 3 hospitals, seeks to expand market share from SSO patients, eyes 6-8% FY revenue growth target. Comment: And that’s the best growth you can hope for, as they’re a behemoth now. […]
Read More →AOT mulls hiking passenger service charge (PSC) from current Bt100 and Bt700, for domestic and international, Tabloid. Comment: Monopolies are great. And they have every right to do so given the higher cost of everything today. BAFS mulls revising up full year jet fuel sales volume from current 4.2b litres after logged 1.069b litres in […]
Read More →ARIP sets 30% rev growth target this year, a record high, from Bt226m yoy, on recovering tourism. Comment: If that’s the case, it will be both all time highs for both revenues and profits. It’s been listed since 2010, but haven’t really looked into this name, could be a smaller example of a listed player […]
Read More →ADVANC upbeats earning outlook from improved ARPU on eased competition, higher revenue from sim sales on surging tourists arrival, maintain mid-single digit revenue growth target, broadband M&A with TTTB expected to complete by end of 1Q. Comment: And voila…we have 3 players now (yeah yeah I know it’s only 2 NT doesn’t count, but on […]
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