ADVICE TB: The company expects a strong uplift from the upcoming MacBook Pro launch, projecting ~20% revenue growth in 2026 y/y, driven by an expanding customer base and new product introductions. Comment: I’m still impressed by this company continuing to grow throughout the country. 📊 ADVICE Company Background Advice IT Infinite Public Company Limited (ADVICE) […]
Read More →ATP30 anticipates wider margin yoy after replaced shuttle fleets to EV, mulls adding 35 units this year from current 13 e-bus, firms on 10% FY24 revenue growth target. INSET’s in the midst of submitting 2-3 bids for data center construction, hoping to secure continuous projects from large clients over 5-10 years, eyes infra and telco […]
Read More →BAY’s card unit, Krungsri Consumer, keeps FY card spending target at Bt393b, +8% yoy, new loan at Bt100b, +9% yoy, Bt151b outstanding loan book at end of year. Comment: And you think there’s not enough demand for loans.. PRM sees demand for floating storage unit accelerate in 3Q, target FY utilization rate within 85-90% range, […]
Read More →ADVANC expects its broadband service revenue to grow by 5-10% next year, target 13m households from current 9.5 broadband subs, following its takeover of TTTBB. CENTEL sees solid 4Q on hotel and F&B, firms on Bt10.8b hotel business revenue, and Bt14b F&B, sets Bt17b 2-years capex. Comment: Look at the rates the strong hotel players […]
Read More →ATP30 in talk RP to provide tourists shuttle services for travelers visiting Samui Island via ferry, seeks to branch out from factory clients in industrial estates to tourism sector to expand coverage, balance revenue mix. GIFT: par changed to Bt0.5 form Bt1, co., name changed to Gift Infinite, ticker remains unchanged, effective today. Comment: No […]
Read More →Notable Transactions Buy(s) THB 376 mn Sell(s) THB 94 mn
Read More →ANAN in collaboration with KME Prop to enter Myanmar luxury segment, sets Bt300m presales target. Comment: Are they nuts? Money laundering? Isn’t there a war still going on there? So ANAN is happy to provide Burmese generals an overpriced piece of real estate? BBL to raise lending and deposit rates by 25 bps today, to […]
Read More →Notable Transactions Buy(s) THB 294 mn Sell(s) THB 283 mn
Read More →Notable Transactions – Now that earnings season is over they are all back to buying/selling Buy(s) THB 680 mn JMART – Holy $hit. He and his son are still accumulating MEGA – Thats a rare massive purchase by one the GP group family SA – The fact that they are still solvent is impressive, but […]
Read More →7UP sees rising water sales in Phuket, after Provincial Waterworks Authority cancelled 7 contracts with 7 private firms with 18K m3/day contracts, while water treatment contract with CPF sees solid growth, firm on 50% revenue growth this year. BJC launches BIGC vending machines, target factory workers, industrial estates, hospitals. CHAYO target FY21 revenue growth >25% […]
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