AH will turn profitable this year, supported by solid 4Q, expecting Bt5b sales, on par with 3Q, in-line with industry. AH upbeats FY21 earnings from recovery parts orders, will kick-off transfer of Bt1.5b EV parts order next year, eyes 10-15% revenue growth target, margins no less than 10%. Comment: EV isn’t a story for AH […]

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ACG expects big jump 4Q from recovery sales from new launch Honda City hatchback & City hybrid, upbeats outlook on small & mid-size auto market as consumers prudent on spending. Comment: Love Honda’s but the overall industry trend isn’t that positive yet. AOT sees 47.91m passengers next year, rising to 110.88 in 2022, before getting […]

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FTSE rebalance on Friday is expected to see $119m inflows, with $90.5m into CRC, $32m to CBG. FTSE Small cap seen inflows into MEGA and JMT, while Micro cap into SINGER and SABINA. Comment: Normally the share prices move up leading to such an event as locals take advantage of the information/time advantage. BTS voiced […]

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BIZ signed a contract with 2 public hospitals to supply LINAC (Linear Accelerator) for cancer treatment total Bt340.6m, lift backlog above Bt1.8b. COM7 upgrade www to boost online sales and diversify risk from solely rely on branches, expects positive sales momentum from Apple & gadgets sales carrying thru holiday season, maintaining 10% full year revenue […]

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CHEWA approached by AIMIRT to invest in its ready built factories & warehouse in Amata City IE Rayong for Bt500m, expects transaction completed within 3Q following unit holder approval. GULF sees 35% revenue growth next year to Bt50b on higher revenue recognitions, keeps 10% growth target this year, wraps up one M&A deal oversea and […]

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AP keeps Bt40.55b transfer target this year, +25%, and pre-sales at Bt33.5b, but will adjust business plan and forecast in April. Comment: That’s a ballsy target, I wonder what the sacrifice in margins will be AWC shuts down 5 hotels in BKK, Marriot, Le meridian, Okura & Hilton, from March 26 – April 15. Comment: […]

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BAM opens debt clinic office in Phuket, aims to fill demand for restructuring, property auction and selling. DELTA sets Bt300m budgets to expand EV charging stations coverage from current 50 locations, target 90-100 stations by end of year. Comment: Well the news flow is becoming stronger on the EV story here in Thailand…still have my […]

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7UP paid Bt50m for 3 bio-mass PP in the South with 6MW capacity, CODs next year.Comments: So the values of PP’s have dropped tremendously since their highs of 80-100 mn baht / MW in 2012 AMANAH sees positive loan growth 2Q driven by demand from auto loans, will accelerate sales on seized vehicles in 2H […]

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CPN plans to open at least 2 new shopping centres in Malaysia and VN as soon as possible after the successful opening here last week of its 1st Malaysian shopping centre, Central i-City, built at a cost of Bt8.5b. Comment: I am curious to see how they will perform in Hanoi, I have my doubts […]

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