ADVANC sees marginal impact from tower dispute settlement with State-owned, CAT Telecom, after transfer 155 telco towers ownership to CAT & and rent back from CAT for 5 years from Jul 1,20, CAT will use space & maintenance service from ADVANC over the same period, estimate net impact Bt186m where Bt90m has already booked in […]

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BJCHI said results of the 7 projects worth Bt13b it participated in bidding will be known by end of year, adding to Bt3.5b current backlog, the highest since 2016. KKP name changed to Kiatnakin Phatra Bank Pcl, effective tomorrow (Aug 20), ticker remained unchanged. Comment: I suppose they had to make it obvious… KTC’s P-Loan, […]

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BJCHI’s confident of securing 20% of contracts it plans to bid in 2H20, while current backlog stood at Bt4.2b, the highest in 5-year. CPALL may report 1st quarterly losses in 2Q20 at -Bt81m, due to 21% drop in SSSG, Tabloid. Comment: This makes me giggle. AND they want to chuck even more debt on CPALL […]

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Energy Regulatory Commission (ERC) expects ESSO, SPRC and IRPC to comply with Euro5 std by FY24; whereas, only 3 refiners PTTGC, TOP and BCP capable at the momentum, seeks to promote use of B10 & B20 positive biodiesel producers: EA, GGC, BGRIM, BCP. CRANE upbeats FY20 outlook from healthy demand for foundation work on infrastructure […]

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ADVANC may report strong 3Q, the highest Q in 3 years, up 29% yoy to Bt8.8b, Tabloid. Comment: At the end of the day its just a financial #’s game AMATA upbeats IE land sales momentum as trade war persists, 400 acres out of total 4,400 acres landbank in EEC area ready for quick start […]

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ALL to launch 4 condo pjs worth Bt12.45b in 2H, confident of Bt7b presales this yr. BTS to officially cod Green line extension (North) Ladprao station on Aug 11, additional 4 stations (Phaholyothin 24, Ratchayothin, Sena, Kassetsart Uni) to cod in Dec, remaining 11 stations in FY20. Comment: And they’ve made another investment into a […]

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AAV AAV, the country’s largest low-cost airline, ranked eighth of all no-frills carriers in the world with 81% of flights departing or arriving on time, according to the Punctuality League Rankings assessed by AOG Aviation Worldwide. Thai AirAsia’s ranking jumped from 19th last year. (Bangkok Post, 7/1/19) ASAP ASAP is dealing with commercial banks to […]

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BA BA believes that VISA fee exemption will not be very effective, as it is just a short-term stimulus and the process is convoluted. It recommends the government exempt visas altogether, which will encourage tourists to make decisions more rapidly. It is negotiating with a European company to jointly bid for Suvarnabhumi’s duty free space. […]

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ANAN ANAN has Bt49bn backlog which will be booked as revenue until 2022. It targets revenue to reach Bt38bn. It will launch two property projects with total value of Bt6.4bn in 4Q18. (Thun Hoon, 19/11/18) Comment: And the founder has bought back more shares in the market COMAN COMAN notified the SET that it acquired […]

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BEAUTY BEAUTY expects government to approve visa fee exemption which will benefit to its business. It expects 4Q18 results to be good, supported by high season. It continues to add new stores to boost its revenue. (Thun Hoon, 30/10/18) Comment: Nothing wrong with the business we think, just the value of the shares. For the […]

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