A broker expects SAWAD and ITC to replace VGI and BCP in the SET50 for 1H26, while PTG, STECON, and GFPT are likely to replace JAS, SISB, and WHAUP in SET100. The official announcement is expected in mid-December. Comment: Let’s see BPP’s natural gas unit, BKV Corp, agreed to acquire an additional stake from BPP […]
Read More →ADVANC: AIS provide more convenient for the public by expanding 5G, 4G and free WiFi signals, battery charging points and drinking water nearby the Grand Palace. , Sanam Luang and Ratchadamnoen Ave. (Hoonsmart) ITTHI: The management is accelerating its work on three key projects: EV charger installation, EV transformation, and lighting. The EV charger installation […]
Read More →GULF/KBANK: The SEC reported that GULF TB bought another 5.4mn shares in KBANK, resulting a holding at 5.0288% (the 4th largest shareholder in KBANK). KBANK result will be released on 21 October with analyst meeting is scheduled same day at 10:30am BKK. (Kaohoon) Comment: Oh and what happened to all the rumours that GULF won’t […]
Read More →AAV: launches new route: Phuket-Medan, Indonesia, offering 4 weekly flights connecting world largest volcanic crater lake and beach town. Comment: Medan is the smuggling capital of Indonesia. I don’t see why it’s a connection point other than to placate a few wealthy folks (or could it be for labour?) why do I think this? Having […]
Read More →Delta Int’l Holding Ltd B.V., wholly owned by Taiwan’s Delta Electronics Inc., offers $425m in zero-coupon bonds exchangeable into shares of DELTA, zero coupon with a $100m, initial exchange premium is 35% to 45% over the reference share price, which is that of the concurrent delta placement. Comment: This is an interesting development…..old school target […]
Read More →CK sees big jump next year driven by record high construction backlog above Bt220b, higher contribution from subsidiaries (BEM & CKP) and dividend income from TTW, sees new S-curve next year supported by new project including Bt35b double deck Ngamwongwarn-Rama 9 (EIA approved), Bt27b south purple MRT Tao Poon-Ratchburana and Bt47.52b Bang Khun Thian-Bang Bua […]
Read More →PTT and OR denied reports that they were charged by the DSI for money laundering and fraudulent activities based on accusation that GGC sold crude palm oil (B100) to OR at below Government’s min price, causing GGC huge financial loss several years ago, saying it was a BAU. Comment: This is a hilarious rumour… SKY […]
Read More →ATP30 sees continued growth momentum in 1Q24, after realizing revenue from 5 new clients with >30 vehicles, 3 E-Bus ready for services, and in talks with several potential clients. M sees 2M24 SSSG negative yoy, margin recover from lower fresh foods costs & costs control, rolls out campaign to boost dine-in upcoming Songkran festive, seeks […]
Read More →AAV upbeats FY24 earnings as TH-China flights jumped 3 fold following visa wavier became effective, upside from BKK (DMK) – Beijing route, mulls adding 3k seats domestic & international flights to capture travel demand during Songkran festive in Apr, aims to keeps LCC market share within 35-40% range, lower exp on interest & aircraft upgrade […]
Read More →Bloomberg reports foreign net selling of TH equity at $555.6m yesterday was the most since Dec. 19, 2006. It’s worth noting that was because of the restructuring of AWC which resulted in large crossings worth $500m each on Mar 19 & 20, while UBO remains unchanged. Comment: Well…….the family has to delever…adjust the books, etc […]
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