AGE sets 5.2m tons coal sale target this year to Bt23b, to Bt30b by 2025 with 7m tons sales target, mulls 1 M&A deal by end of year. Comment: And the good days of AGE are over for now (relative to 2021/2022) but realise that the figures are still going to be 3x higher than […]
Read More →AH sees strong 1Q on seasonal, firms on Bt31b record rev t/g this year, supported by 4% growth in domestic car production growth, OEM, and easing chip shortage. Comment: Over time you have to look at AH as a steady 10% compounder, but with periods where they spike and then mean revert because at the […]
Read More →ADVANC sets Bt27-30b capex, the 1st to achieve 3Gbps speed for 5G on LIVE network mmWave. Comment: So….when 6G? SAMART wins Banglamoong sub-station and procurement contracts at Jomthien sub-station worth Bt2.4b. TGE completed 130m shares PP to 5 investors at Bt2.00, to finance its 2 recently won waste power plants. SSP sets Bt3.1b revenue target […]
Read More →BRI reported 2M23 residential sales topped Bt2b, maintains launch plan 20 projects total Bt22.5b, eyes 20% FY revenue growth target above Bt13b, revenue +40% >Bt9b. CPALL sees 5-7% SSSG via 7-11, sets Bt27b capex to add 700 branches in TH & 30 in Cambodia, will debut 2 outlets in Laos this year, reassures FY interest […]
Read More →AAV plans to resume operation of 8 aircrafts that were idled during pandemic after advance booking have demonstrated strong momentum. Comment: A great sign for tourism and hopefully lower ticket prices ! AH upbeats 1Q earnings from delivery of Ford Ranger model change, higher OEM parts sales yoy from improved market. BA’s temporary suspended 2 […]
Read More →BANPU sees 4Q22 coal & gas sales volume higher qoq & yoy, no rush on hedging amid winter season, eyes opportunity in lithium mining business. Comment: Finally they aren’t being stupid with their hedging, coal is only up some 5x…. CPN sees solid 4Q on rising tourist arrival and seasonal campaigns, sets Bt20b to expand […]
Read More →KBANK may be readmitted to MSCI after raising free-float, sees Bt6.1b inflows, while BAM may be deleted, announcement Aug 11 and effective Aug 31, Tabloid. Comment: It’s going to be a fun week for this sector. MAKRO added 3rd hypermarket branches in Phnom Penh, sees positive feedback from local F&B operators, mulls tapping in VN […]
Read More →AP reported 5M22 SDH & townhome sales at Bt16.8b, +23% yoy, account for 45% of Bt38b horizontal projects sales target, maintaining 16 launch plan in 2H total Bt15.04b. Comment: No reason to be surprised, its a market share game, private comp is gone, ap/spali/lh/psh are gaining their market shares back in sdh/th BRR upbeats full […]
Read More →AOT: Air Canada confirmed schedule seasonal flights from December 1, 22 to April 17, 23 from Vancouver to BKK, 4 weekly flights by Dreamliner. BGC mulls revising up FY22 sales target by 6-7% on surging demand for bottles, food packaging and corrugated cartons supported by longer operating hours of night entertainments, more eat-out as curbs […]
Read More →AP reported 4M22 SDH sales +37% yoy >Bt13.5b, ramps up campaign to boost sales, target third consecutive record high profit this year. GPSC anticipates 2Q turnaround from resumption of Glow Energy Phase 5, higher Ft QoQ, contribution from PP investment in India, 192mw new capacity from Glow Energy Phase 2 (SPP replacement) to cod in […]
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