BGRIM to import 650K tons of LNG via its right to PTT’s terminal under an 8-year contract, to supply SPP replacement. BRR target 30% FY22 revenue growth driven by higher sugar sales volume yoy, sugarcane ecoware packaging & utility sales, will expand RDF fuel business this year. EA sets 20% revenue growth target this year, […]

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Thai AirAsia (TAA) has announced mass layoffs, extended furloughs, and cut its fleet by 10% after struggling with the impact of the pandemic, despite the country’s reopening on Nov 1 Comment: And just after they said expected a full recovery BA will reduce fleets size to 35 aircrafts next year from current 38, return additional […]

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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 […]

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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 […]

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ADVANC teams up 6 hospitals to provide telemedicine services, AIS Well-Being, thru digital platform, aims to fill demand from long distance patients, offering real time consultations & monitoring without need for in-person visit. Comment: AIS is achieving what DTAC said they would do 5-7 years ago. BLA launches saving insurance plan, offering min returns, principal […]

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BPP buys 33.5% stake in 543mw Nakoso Integrated Gasification Combined Cycle (IGCC) powerplants for US$80m, deal to complete by end of April. CPF opens 2 new Chester grill restaurants, Lak-si and Bang-na, and launches chicken New Orleans new menu, on track to open 10 this year. OR extend land lease contract at Khlongtoey pier central […]

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ADVANC target BB market shares growth no less than 20% next year from current 1.35m AIS Fiber subscribers, keen on improving customers experience to mitigate price war. ALT: branch out from turnkey 5G network installation to infra & state enterprise, expects to awards railway network projects from State Railway early next year. BR: local fund, […]

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Note: I think we are going to see a lot of management buying now that FY #’s are out and the blackout period for buying is over. Notable Transactions Buy(s) THB 221 mn QTC – Management buys a fairly large amount of shares here. PCSGH – The owner is back into buying mode. Sell(s) THB […]

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CKP sees big jump after COD Xayaburi hydro dam y’sday, 1,200MW. HMPRO sees strong demand for home improvement 4Q on seasonal, expects tailwind from govt cash handout and rebate scheme, will open 2 Megahome in 4Q, upbeat GPM aft revamped prod-mixed. Comment: They are hoping that 4Q will be a seasonal high, if not its […]

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