AEONTS sees lower LLP from improving assets quality, sees card spending pick-up from online shopping. CKP sees solid 3Q, the strongest this year, as higher water volume boosts output and profit. FSMART upbeats 2H outlook from 3 new launch products selling via top-up machines including insurance policies in cooperation w TQM, mini-ATM service, allowing withdraw […]

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AAV add 4 domestic routes, SIA-CNX 5 daily flights, SIA-HKT 3 daily flights, 2 daily flights for SIA-KBV and SIA-URT starting from September 25. Comment: Flights I’ve been taking are constantly full (note AAV has been changing departure times quite regularly, likely to ensure a full flight & save costs) CNT sets up renewable earnings […]

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CPF’s founding family, Chearavanont, ranked 21th in the world richest family, highest among Thailand, with assets worth US$30.7b, Bloomberg. GUNKUL sees earnings bottom-out 2Q, 60mw Vietnam solar able to offset power equipment trading and underground wiring projects delayed from lockdown, expects solid turnaround 2H from JPN & TH solar high season, resumption of infra construction, […]

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CPALL sets Bt4b to add 7-11 branches, target 13k outlets by end of FY22, in talk 7-11 to expand franchise in Laos after granted 30 years franchisee in Cambodia. Comment: CP will feed the masses CPF reports positive profit alert from HK subsidiary, CPP, 1H20np forecast at US$310-330m vs US$82m 1H19, supported by strong swine […]

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ADVANC in 70:30 JV with SPI to set up Saha Advance Network (SAN) with Bt30m registered cap, offering fiber optic and ICT infra within SPI’s industrial estate and EEC area. AMA target to lift biodiesel transport revenue to 15% of total revenue from 11% last year, sees solid turnaround 2H from higher traffic from improving […]

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AAV to resume all 25 domestic routes by July, sold 41K seats in a single day on June 23 Comment: And today they’ve launched a pay one-time 2,999 for 6 months special deal. BAM mulls selling Bt25b CD, funding NPAs acquisition in 2H, sees lucrative opportunities in tourism segment. Comment: Would be amusing to see […]

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BBL expects 2Q NIM flat qoq from 2.5% in 1Q as cost of funding also drops from repricing deposits, sees no impact from debt moratorium as consumer lending account for marginal in portfolio. BTS sees full year ridership drops 10% yoy; but no impact to revenue thanks to cod of greenline extension stations, compensation from […]

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FTSE rebalance today may see as much as Bt3.6b outflows, after FTSE All World cuts SET weighting to 2.98% from 3.05%, while FTSE SET index sees additions in CRC, DIF, ACE, BAM, RBF. ADVANC signed JV Saha Pathana Group to develop fiber infra to expand corporate BB, data center, 5G solutions and cloud services for […]

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IVL to buy 9,000 ton p.a. PET recycling plant in Brazil. Comment: Cookie munster returns! MCOT mulls lawsuit against NBTC if it fails to reach a resolution on the amount of compensation it would give for the 2600MHz spectrum recall. Comment: One government group suing another one. Amusing. OTO anticipates meaningful turnaround this year from […]

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CPALL hiring 20k motorbike drivers to accommodate surge demand for 7-11 Delivery services, following soft lockdown. Comment: Amusing isn’t it that 7-11, tesco’s and BIGC’s are allowed to operate completely whereas everyone else has to shut down? FSMART inked deal partner to be Covid-19 insurance agent via its top-up machines, target 500k policies sales this […]

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