CRC’s grocery unit, Central Food Retail, signs up for shopping e-voucher rebate stimulus. Comment: The capital will flow to the big boys. HTECH upbeats outlook from strong HDD exports volume thanks to demand from cloud service, IoT, Data Center, mulls tapping into EV to utilize expertise in cutting tools for high-precision parts. Comment: It’s a […]

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CHG raised holding in Mae Sot Hospital to 90% from 80%. BAFS expects 2% aviation fuel sales growth this year, plans Bt700m acquisition of 13MW solar PP oversea, sees 2H recovery from contribution of recently acquired 34.4mw solar projects bought from PDI in March. LALIN kick-off pre-sales 2 SDH projects next week total Bt1.05b, firms […]

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CPN launches 5 campaigns to boost traffic at malls by 20%, emphasizing on Music Phenomenon during new year-end countdown format. GUNKUL board approved Bt1.47b investment in 50MW solar PP in Vietnam, boosting capacity there to 150MW. INSET secured Bt300m 5G network installation projects, ink deal Jan 21, expects to win at least 3 contracts from […]

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BANPU acquires 37.6mw VN onshore windfarm projects for Bt2.065b, power to sell to authority under 20 years PPA (cod-ed Apr 19), transaction to complete in 4Q. BTS expects cabinet to approve green line O&M concession extension by 30 years in exchange for Bt100b debts in an upcoming cabinet meeting tomorrow. INTUCH 2Q due Wednesday (Aug […]

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BAFS BAFS raised its revenue target growth to 6% as demand for jet fuel should increase by 5% this year. This is supported by the ICAO’s decision to remove Thailand’s red flag status. Management expects 2Q18 earnings to remain strong and the pipeline project will continue to increase the proportion of oil transmission revenue to […]

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BEM BEM believes it will win its bid to manage commercial area, beginning next year, for the Purple Line stations at Bang Yai – Tao Poon. The beginning of its operation for one additional connecting station on August 11 should boost ridership. (Kao Hoon, 7/8/2017) Comment: Basically yes, at least the government/BMA finally decided to […]

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ABC ABC is talking to a prospective partner in China to provide WeChat Pay service in Thailand. It continues to improve its back office with the goal of improving its data management. It plans to develop an e-wallet application to meet the needs of the new generation. (Thun Hoon, 24/05/17) Comment: Not sure I would […]

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AJD AJD is adding 20,000 online top-up machines and it is confident that at end of 2016 it will reach 50,000 machines. It has budgeted Bt10mn for marketing and promotional campaigns in 2H16. (Khao Hoon, 02/08/16) Comment: If they could pull off what FSMART has done then perhaps for the first time in a decade […]

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AAV AAV expects 2016 net profit to be over Bt1bn driven by 16.9mn passengers and an 82% cabin factor. It expects to get five A320 planes this year, with a goal of 70 airplanes in 2020. It expects to open new routes in CLMV, beginning with Luang Prabang. (Thun Hoon, 09/02/16) Comment: There is no […]

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ASIMAR ASIMAR expects to bid for a Bt1bn ship building contract. It plans to increase capacity by set up a third floating dock. It expects 3Q15 earnings to be good aided by transfers. (Thun Hoon, 05/10/15) BMCL BMCL expects growth in 3Q15 earnings backed by increasing passengers. It expects 300,000 passengers/day. It expects to show […]

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