AJ reaffirms 10% FY21 BOPET sales volume target driven by strong packaging demand & larger footprint in SEA from colab with SCG Chemicals, sees wider margins 2H following px hike in 2Q, allot Bt 1.4b capex to boost capacity in SEA. AOT amended terms of use for operation of 6 airports with Department of Airports […]

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BJC upbeats outlook from CLMV expansion, sees strong traffic at Mini BigC Depo Market in Phnom Penh, Cambodia. Comment: They have decent exposure in Hcmc, Vietnam via Metro, nothing under the BigC name as Central Group won that bid for VN. CV signed Bt528m Bio Fusion projects with Premium Energy Corp. FPT teams up Spore-based […]

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BBIK: Bluebik Group, online business consulting, big data & advanced analytics, digital solutions debuts today, 25m share at Bt18 apiece, Yuanta leads. Comment: And that was a great first day for this thai “Tech” name. Have a look around the market and the valuations these guys are now trading at, not nasdaq level though…or yet….? […]

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ADVANC’s expected to report today, Bt6.68b 2Q consensus. ANAN postpones sales of Bt6b bond by a week, as it plans to appeal the verdict of the Central Admin Court, which revoked a notification document to allow the construction or modification of Ashton Asoke. Comment: Imagine you bought a unit at this project as an investment, […]

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AOT mulls proposing cabinet proposal for Bt15.8b Chiang Mai passenger terminal expansion phase 1 next year, target cod mid-FY25. Comment: Mulls proposing? Just propose. Regardless, this is a positive, the airport terminal there is woefully overcapacity during normal periods. BCPG and Mitsubishi Corp will jointly develop 600mw onshore wind farm projects in Laos, power to […]

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