BTS: Yellow line monorail to begin 30 days trial run from Jun 30. CPF to invest $2.5b in agriculture tech development in Philippines covering swine, poultry, shrimp and food production, sees potential from growing domestic consumption of meat on the back of rising population. Comment: This could be a game changer for the country…and gives […]

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ASIAN cuts FY23 revenue target to Bt10.7b from Bt13b prior from due to soft seafood & pet foods exports caused by high inventory level of overseas trading partners, keeps Bt1.3b capex plan to revamp automate pet food production line, replacing new boiler & solar rooftop to improve efficiency, reduce energy & labor costs. Comment: So […]

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NBTC board is expected to consider ADVANC’s plan to acquire 3BB and JASIF mid-April. Comment: Non-event, it’ll go through.. BBL sees 4-6% loan growth target from large corporates and oversea loans, strong 261% reserve ratio. Comment: Would you have ever imagined that BBL is beating KBANK and SCB in all metrics? BEM target 8% FY […]

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CRC launched health supplements store, TopVita, target health conscious consumers, aims to expand coverage from grocery, F&B, fashion & hardline retailers to healthcare segment, target 150 outlets by FY24. Comment: They are cementing their role as the retail juggernaut. If you see the figures of HL you’ll understand why, and go to the Ministry of […]

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BJC mulls adding Covid medications via 146 branches of Pure Pharmacy and Siri Pharma nationwide after National Communicable Disease Committee allowed hospitals, clinics & drug stores can procure Covid medicines from September 1. Comment: Coming to you from the family whose insurance company screwed over their customers TH meat producer, Betagro, to raise Bt20b (US$554m) […]

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BCH up hospitel capacity to accommodate rising virus cases after long holidays. Comment: Lots of unregistered “positive” cases throughout my network at the moment. Obviously not shown in the figures, and by now you’ll know my viewpoint is that I just don’t care about this. I hope that most people don’t care either. KBANK in […]

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BANPU to open subscription for RO from September 6-17, 3:1 @ Bt5/share, subscribers will also recovery BANPU-W4 1:1 & BANPU-W5 1:1. Comment: Curious to see where the share price ends up post recap. BBL sits on an unrealized gain worth Bt4,580m from its stake in GULF, after GULF share price high record high. Comment: All […]

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AAV: local fund, KASSET, raised holding by 0.2642% to 5.0528% of total outstanding on Tuesday. Comment: I still wonder about who this mysterious saviour investor is to AAV. ATTA said a spike in new cases in Thailand and other Asian countries is leaving little hope of reviving the short-haul market this year despite the country […]

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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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CHEWA upbeats 1Q earnings from strong transfer of home office projects, Hallmark Ladprao, sees recovery demand from SMEs clients, Bt1.61b out of Bt2.17b backlog to realize this year, firms on 50% FY21 revenue growth target above Bt2.5b. Comment: Basically has gone nowhere. CHO rolls out prototype of 2nd gen EV London Taxi, will official debut […]

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