Tag: sricha

0

Stocks in the news (CK, FLE, KBANK, GUNKUL, PTTEP, RATCH, SAMART, SINO, SRICHA, SSP, THCOM) 01.09.26

Company news 📊 CK Company Background CH. Karnchang PCL is a Thai contractor and infrastructure investor, building mass-transit systems, airports, roads and expressways, energy and water projects, harbours and buildings in Thailand and Laos, and holding stakes in related concession and infrastructure companies. Earnings are lumpy around project milestones and the listed vehicle trades as […]

Read More →
8

Stocks in the news (aot, chayo, m, sccc, spali, sricha) 14.07.25

AOT: ITA Airways (Rome-based) will increase its direct Rome–Bangkok service from three flights per week to daily starting December. CHAYO is seeking bondholders’ approval for a two-year extension on five bond series, offering an additional 0.125% interest in return, citing unfavourable market conditions for new issuances. Comment: That’s all they’re offering to bondholders? The company […]

Read More →
0

Stocks in the news (advanc, gulf, jas, aot, awc, sricha, top) 09.06.25

ADVANC, GULF, JAS secure exclusive rights for Thai Football League broadcasts for the next 4 seasons till 2029, includes an option for a 2-year extension. Comment: It does feel that Gulf is slowly chopping away at the stranglehold that CP group has had with True. AOT: Emirates launch 2 new routes via BKK-Danang & BKK-Siam […]

Read More →
3

Stocks in the news (ivl, sricha) 25.02.25

IVL to buy 24.9% stake in India-based PE packaging solutions, EPL, for INR 19.08b (Bt7.44b), sees benefits from expertise in PE laminates tube used in oral, beauty & pharma, plus mkt exposures spanning in 11 countries, transaction will be fin thru internal cash flow. Comment: Cookie munster trying to get back into the game? SRICHA […]

Read More →
0

Stocks in the news (bem, chayo, gulf, mtc, sricha) 11.03.24

BEM sees all time high daily MRT riderships in Feb at 550k trips, tollway traffic hit 1.2m trips, rental revenue growth from commercial space +10% yoy, firms on 8-10% FY24 revenue growth target. CHAYO board approved spin-off plan of subsidiary, Chayo Capital (CCAP), will sell IPO up to 125m shares and list on MAI. Comment: […]

Read More →
0

Stocks in the news (master, mega, or, pttgc, sricha, stec, susco, top, tplas) 12.12.23

MASTER sets Bt1.2b capex for 6 investment projects, aiming to become #1 in specialized healthcare service, for gradual revenue recognition from early next year. Comment: So at one point we are going to have to look at this company as a what? A specialised healthcare and aesthetics company? MEGA eyes 5-10% FY24 sales growth target […]

Read More →
0

Stocks in the news (chayo, kool, nrf, ptt, sricha, stark) 01.03.23

CHAYO sets 25% revenue growth target this year, to acquire Bt10-16b bad debt, boosting port to >Bt100b, mulls 1 M&A in 2Q, Bt3b capex. Comment: That doesn’t quite make sense, they’ve never been able to acquire that amount of bad debt in the history of the company nor do they have the balance sheet capable […]

Read More →
0

Stocks in the news (aot, makro, psg, scc, sricha, singer, tu) 28.10.22

AOT: sees no impact if Treasury department decides to scrap 50% land rent discount at 6 airports from next year as remedy package for duty free shop, tenants & airlines also coming to an end at eo-FY23, higher international arrivals, recovery aero & non-aero revenue > rescue package. MAKRO: launched mini mart platform, BuddyMart, aims […]

Read More →
0

Stocks in the news (advanc, bki, bts, ccp, global, ptt, sricha) 08.02.22

ADVANC: 4Q21 NP of Bt6,863m, -4.2% yoy, +7.7% qoq, topped Bt6,628m consensus, yoy drop was mainly due to a higher cost of service ex. IC of Bt21.7bn (+6% yoy, +1.1% qoq) from an amortization of 700MHz and 2.6GHz spectrum licenses acquired in 2021. Sets FY22 capex within Bt30-35b, target mid-single digit growth for services revenue, […]

Read More →