MSCI Global Standard Indexes Additions: Carabao Group Public Company Limited (CBG) SCG Packaging Public Company Limited (SCGP) Deletion: KBANK-F shares Total Access Communication Public Company Limited (DTAC) MSCI Global Small Cap Indexes Additions: Absolute Clean Energy Public Company Limited (ACE) Precious Shipping Public Company Limited (PSL) Regional Container Lines Public Company Limited (RCL) Siam City […]
Read More →BCP: SSO cuts holding by 0.0802% to 14.9595% of total outstanding on May 5. IVL sees positive growth momentum 2H21 from recovery global demand for PET, IOD & gasoline, expects full year PET spread remained high from healthy selling price due to low output from China, sets US$1b capex to revamp plants, recycling business and […]
Read More →ACE, TPCH, UAC, EGCO, GUNKUL are expected to join bids for 150MW community PP, after PEA sets April 27-30 bidding schedule. Comment: The connected players are ACE EGCO GUNKUL, the independent hard working folk are TPCH and UAC. You can guess the winners. AGE sees 1Q coal sales volume double yoy, target full year volume […]
Read More →Asia Cab in JV with 4 partners, including EA and SCG chemical, to develop 1st Thai EV cab prototype, while EA said its EV plant in on track to COD in 2-3 months. Comment: EA are going to be the GULF of this industry. You’ve been witnessing the growth of crony capitalism in Thailand over […]
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% […]
Read More →AMATAV sees better performance than last year, expected to sell 1,050 rai of land in 2 IE in Vietnam, in talk with partner to invest in 3,000 rai IE in central Vietnam. Comment: They have never hit their targets. They haven’t done anything positive in Vietnam versus effectively every other international and domestic player there. […]
Read More →AOT: 8 international airlines including, Singapore airline, Cathay Pacific, Etihad, Emirates, Austrian, Lufhansa, Austrian, Swiss Air & Qatar to resume flights to SIA from November 6, EVA & KLM are expecting to resume before end of year. ASIAN: upbeat 4Q earnings from strong pet food sales momentum, expects to sign additional OEM orders from US […]
Read More →DOHOME upbeats 3Q earnings from positive SSSG and order from government agencies, sees momentum carry thru 4Q from shopping tax break scheme and full quarter contribution from newly opened full scale outlet in Rayong and 2 Dohome To Go branches, expects demand for home repairing surge aft continuous rainfall. EPG reaffirms solid turnaround 3Q from […]
Read More →AAV’s building a super app off its existing mobile app and website to provide services such as e-commerce, delivery and payments. The app is to be available next month in Thailand and Asean. BCPG to build 220KV transmission cable in Laos to cater for 500MW power transmission in 2022. GULF’s new 1,066 capital increase share […]
Read More →BCPG sees growth momentum into 3Q on seasonal, sets Bt40b 5-year capex. ICN’s firm on 10-20% revenue growth with 10% net profit growth, supported by Bt1,962m backlog, eyes 3-4 new contracts worth Bt1b. MINT said its franchise is from Sizzler Australia, nothing to do with Sizzler USA which has filed for bankruptcy. Comment: No impact […]
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