BBL: SSO cuts holding by 0.1047% to 4.9202% of total outstanding on Feb 23 Comment: Silly – banks are going to rock and roll with their EPS figures for the next 12 months. EP’s 160mw wind farm projects in Vietnam on track to cod by eo-1Q, in talk partners to invest in 1,500mw gas-fired pp […]
Read More →ITEL: expects to wrap up hyperscale data center lease deal by end of March, upbeat outlook aft teams up with AU partner, Etix Everywhere. Comment: So a REIT for its data center and ETIX is buying out AIT and WHA in one of their data center co’s MCS: reassures solid 1Q from steel module transfer […]
Read More →CPW upbeats 1Q earnings from mobile & gadgets sales supported by shopping tax rebate stimulus, U-Store branches thru universities, online sales & additional sales network from 56 outlets of IBIZ Plus. GULF & INTUCH signed agreement with Singtel to jointly develop & operate data center in TH. Comment: Perhaps a reframe is needed for Gulf, […]
Read More →National Telecom (NT) is in talks with ADVANC for a partnership deal that would see ADVANC purchases 10MHz of bandwidth on the 700MHz spectrum range from NT. Comment: See there are still 3 telco players in Thailand. EKH anticipates solid 1Q from RT-PCR tests on resurgence of 5th wave, will cod elderly care home & […]
Read More →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, […]
Read More →ADVANC secures official broadcaster right for Toyko Olympics on AIS Play for all matches. Comment: This is slowly taking True’s market share. AIS Play is fantastic for sports today versus True especially on a price comparison basis. BA to suspend BKK-Samui route from Jul 21 and postpone resumption of 5 other routes. Comment: I know […]
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