AOT’s winter flight schedule, starting today, sees 25.8% increase in flights yoy, boosting passengers up by 26.7%, 3rd runway is up aft cod-ed in September. Comment: There’s no stopping the tourism train to Thailand. AU reaffirms big jump 3Q following debut After You butter bun at 7-11, mulls adding more flavors aft recovered positive feedback, […]
Read More →AMA: former Minister of Tourism & Sports, Phipat Ratchakitprakarn, raised holding by 2.8962% to 6.8119% on Sept 25. CFARM’s board approved Bt420m investment in dairy farm business, starts with 1,250 milking cows at 1st phase, seeks to branch out from poultry biz to diversify earnings, target cod 1Q26. Comment: Now this is interesting…different economics all […]
Read More →ACE will cod 21 solar farm combined 47mw by end of year, firms on plan participate bidding for 3,600mw renewable ppa under new power development plan (PDP). Comment: Ticks some boxes for the woke ESG crowd, makes the family wealthy at the cost of businesses and the tax payer. EMC in collab with eTreego, a […]
Read More →AAV boosts flights from Phuket to Chennai & Kolkata effective Oct 27, tally to 12 cities in India 67 flights/week, sees room for growth as over 1m Indians visited TH 1H24, rolls out Airbus 321neo long fuselage narrow-body to save fuel costs, increase range, more payload. Comment: Y’day they shut down HK, today they open […]
Read More →AAV boosts flights from Phuket to Chennai & Kolkata effective Oct 27, tally to 12 cities in India 67 flights/week, sees room for growth as over 1m Indians visited TH 1H24, rolls out Airbus 321neo long fuselage narrow-body to save fuel costs, increase range, more payload. Comment: Y’day they shut down HK, today they open […]
Read More →BTS to receive Bt22b overdue debts owed by BMA & Krungthep Thanakom (KT) from operate & maintain on 2 Green line extensions as ordered by Supreme Admin Court, BMA is expected to pay the sum asap to avoid extra interest charges. Comment: This was announced a while ago…why the rinse & repeat in the news? […]
Read More →BGRIM sees 2Q margin continue to expand, supported by lower natural gas price, revenue recognition from 2 power plants (Ang Thong 2 & 3) combined 280mw, in talks 3-5 partners to jointly develop data center, expects to finalize deal this year. Comment: The cost of energy is no longer and an issue and governments are […]
Read More →CCP sets 3 year CAGR at 10%, on core business and cost control, with Bt1.6b backlog to gradually realize, eyes Bt2.5b worth of new project, targeting 50% success rate, and firms on Bt3.3b revenue target this year. Comment: A smaller construction material provider…nothing too attractive here on paper… CENTEL sees hotel business growth at 20% […]
Read More →AH sees rising opportunity for EV parts orders and Changan dealership shows strong growth, sets Bt800m capex this year. Comment: Sure – but again – total volume growth isn’t there, it’s just replacement for the domestic market. BAFS sets Bt1.2b capex for project to connect pipeline with Thappline in Bang Pa-in, contract by 1H24 and […]
Read More →BTG: target 5-10% FY24 revenue growth supported by improve swine sales volume & selling price, lower SG&A after revamp distribution channel & cost control. Comment: Usual story…play the margins. When margins are rubbish …wait 6-12 months. Bottoms.. buy…wait..margins expand….sell..usual. CHG: targets 15% FY24 revenue growth supported by strong volume from both local & international patients, […]
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