ACE reaffirms 1K MW capacity target after signing PPA on 18 community PP, eyes bid in 2nd phase, mulls 24 alternative energy projects and M&A. BCH sees >80K foreign patients and >1m SSO’s this year, sets Bt13b revenue target. SET’s warned investors to be extra careful in trading in DELTA, after reaching all time high […]
Read More →BIOTEC signed MOU Beijing Super Power New Energy Tech Development (BJGSP) to invest in solid state battery to fill demand for energy storage for solar farm & household users. Comment: I have zero faith in anything a Thai company invests into in China. (exclu MINT with the food business) CENTEL may see positive surprise hotel […]
Read More →Earnings season is over and directors are back to trading! Notable Transactions Buy(s) THB 181 mn Sell(s)
Read More →AU upbeats 2H earnings from improved traffic at dessert café as dine-in grows, recovery margin after repriced menu in March, plans to add more standalone shops from current 4 stores to boost grab & go sales, will open 2nd HK branch next year. Comment: Perhaps one of the last lagging f&b/tourism plays. J keeps 10-15% […]
Read More →AOT reported Vietjet resumes Phuket-Ho Chi Minh route of 4 flights/week. CPL said solid tannery business 5M22 had boosted capacity utilization to almost 100%, launched new biz line, Bio-TAN, to cater for environmentally conscious customers both here and overseas. Comment: When I see things like this, I genuinely hope that the companies care about the […]
Read More →BGRIM said 3,600MW LNG-to-Power in Vietnam may be included in the 8th Power Development in Vietnam, together with 2-3 more with 2,000-3,000MW. Comment: Just look at the power assets that BGRIM is gathering throughout Asia. DMT: Easy Pass smart card established by Express way authority (EXAT) able to access Don Muang tollway from April 23. […]
Read More →BBL: SSO cuts holding by 0.1047% to 4.9202% of total outstanding on Feb 23 Comment: Silly – banks are going to rock and roll with their EPS figures for the next 12 months. EP’s 160mw wind farm projects in Vietnam on track to cod by eo-1Q, in talk partners to invest in 1,500mw gas-fired pp […]
Read More →BAM received a proposal from one bank for NPL & NPA port, confident of securing >1 JV deal with banks to set up AMC in 1H22, in talks with 4-5 banks, sets Bt9b capex. Comment: The listed players JMT CHAYO and BAM should have a great 5 years. CENTEL said OCC at its hotels in […]
Read More →AS: local fund, BBLAM, raised holding by 0.4382% to 5.0033% of total outstanding on January 27. Comment: It’s a bit late to be adding no? But I’ve been totally wrong on AS over the past 2 years, why? I remember all my meetings with them from 2010-2020 and didn’t think management would be able to […]
Read More →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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