AOT to lure private sector to develop 46 pieces of land around its 6 airports, covering 2,152 rais or 993 acres to diversify rev mix from the current 55:45 (aero : non-aero) Comment: If they do more shopping malls…it’d be ridiculous. One hopes that they actually develop something that is more outdoor active focused – […]
Read More →PTG keeps FY fuels sales volume growth target at 5-10% yoy driven by retail station expansion, growth from loyalty prog subscribers (PT Max Card) from current 25m, mulls boosting non-oil revenue from Autobacs, Max Mart, Subway to strengthen ecosystem. Comment: The main story here will be the increase in marketing margin as oil prices have […]
Read More →DELTA’s 1Q25 earnings topped, Bt5.49b NP, +27% yoy, vs Bt5.33b estimate, rev Bt42.74b, +13% yoy, vs Bt41.48b estimate, robust growth attributed to accelerating investment trends in AI teaches, alongside ongoing advancements in digital techs and high-performance computing capabilities. Comment: Still knocking it out of the park – I’m just impressed… GLOBAL rpted Bt622m, 1Q25 NP, […]
Read More →Two interesting matters on the technical side of the markets, one DELTA is now going to capped at 10% – which would be amusing if the sector rallies again but the SET is going to be flat because of DELTA being capped; two – LTF selling is done for now as this the period where […]
Read More →What a boring week. Notable Transactions Buy(s) Sell(s) THB
Read More →Country Company/Financials hvn.vn, kbc.vn, mbb.vn, nkg.vn, vpb.vn,HVN VN: plans to invest nearly VND93,000 bn to buy 50 narrow-body aircraft, with VCB signing an MOU to arrange financing from 2026 to 2032. Comment: Boeing! KBC VN: announces investment in Phu Binh Industrial Park (675 ha, Thai Nguyen) with updated capital of over VND11,492 bn (+VND2,534 bn […]
Read More →AAI said sales expands by 10-15% in 1Q as importers stocking up ahead of US tariffs, sees growth momentum in April. Comment: And are they implying that 2Q will be absolute dog$hit? SAV announced buyback, up to 12.8m shares (2% of paid-up) under Bt180m budget starting from May 1 till Oct 31. Comment: Another buyback […]
Read More →GFPT is expected to report meaningful turnaround driven by margin expansion as feed mill costs significantly drop (corn & soymeal), healthy chicken exports sales vol & selling price, higher profit sharing from jv unit GFPT Nichirei (GFN) and McKey Food services. Comment: No surprises…usually 3-5 year story..I’ve whispered it enough times :p MASTER to open […]
Read More →AOT will start the search for a new CEO as incumbent Kerati Kijmanawat has submitted his resignation, effective April 24, citing personal reasons. Comment: Mr. T & friends want their folks in charge so they can handle kickbacks…I mean .. this is what a little birdy said .. I mean .. I am of the […]
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