BBL is expected to benefit from jump start investment and global recovery as overseas loans account for 26% of loan book, 28% of total loan came large corporate clients while working cap loans account for 44% of total loans should enjoy positive impact from economic recovery. Comment: It is fascinating to see that BBL arguably […]

Read More →

BTS to receive Bt22b overdue debts owed by BMA & Krungthep Thanakom (KT) from operate & maintain on 2 Green line extensions as ordered by Supreme Admin Court, BMA is expected to pay the sum asap to avoid extra interest charges. Comment: This was announced a while ago…why the rinse & repeat in the news? […]

Read More →

AMATA upbeat FY24 outlook from surged demand for industrial land on improved FDI, margin is expected to expand yoy on price hike, 50% of Bt14b outstanding backlog to realize this year, may see FY24 sales exceed 720 acres target (1,800 rais), will submit filing to list utility unit (AMATAU) by end of year. CENTEL is […]

Read More →

AOT: HK Express will launch new route from HK to BKK (DMK) effective Apr 25 in addition to flights to BKK (SIA), Phuket, & Chiang Mai. Comment: Don’t discount the upside…the numbers are just going to continue astounding and I’m feeling rather certain that Thailand will hit another infra bottleneck within the next decade for […]

Read More →