ASW reported 9M residential sales +24% yoy above Bt14.5b account for 82% of Bt17.8b FY target thanks to well diverse portfolio between leisure condo in tourist town, campus condo and SDH project, will launch Bt5b project 47 storey 606 units, Aquarous Jomtien Pattaya, in 4Q BAFS keeps 5b ltrs FY jet refueling volume target, expects […]

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OR: teams up ADVANC & KTB to apply for virtual banking license. Comment: Well..ok…so the PTT stations and Amazon coffee shops are going to be distribution channels for this virtual bank? QTC: maintain Bt1.5b FY24 revenue target after logged Bt554m in 1H, sees demand for transformer remain strong on renewable expansion.

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KTB anticipates transaction increase from surging tourism participants in secondary provinces stimulus, offering Krungthai e-tax invoice & e-receipt service to support operators from May till prog end in Nov. LHSC’s unit holders approved investment in additional assets, Terminal 21 Pattaya mall project, value not exceeding Bt 5.7b. MAJOR upbeats 2Q earnings from strong ticket sales […]

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ADVANC sees 5G subscribers exceeding 15m by end of year, on optimism of election, boosting spending and tourism, sees no impact from MFP led coalition to its takeover of 3BB. Comment: Undoubtedly their position is secure as the #1, no wait #2? player in the country. BEM sees positive ridership momentum continue from avg 500k […]

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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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