AOT reported airport slots exceeded 85% of capacity for an upcoming holiday season, expects arrivals jump as entry curbs eased. Comment: And just look, Hong Kong is being used as the testing bed for China to reduce quarantines, then we have Japan fully opening up, this region is going to start flying like mad for […]

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BBLAM, fund manager for JASIF, said its retail lease agreement is to be renewed every 3 years, as of now the conditions remain unchanged, including rev and dividend, while no impact from inflation and interest rate, Tabloid. Comment: JAS group seem to be playing around with all the co’s DOHOME sees double digit growth in […]

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BE8 sets Bt620m for X10 acquisition, completion about Aug 2022, boosting digital transformations, to realize Bt313m of Bt564m backlog this year, with plan to bid for another Bt569m, firms on 50% revenue growth. Comment: Boom, stock up. ORI sees solid recovery in 2Q, to start transfer of Bt12b luxury condo, while hotel business under One […]

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AOT to still report net losses this year, after only 19m pax traffic in 7M22, way below 62.13 FY22 target, which soon to be revised lower. Comment: Valued as if Chinese tourists are going to be here in force in 2 months CEYE: content management, digital marketing, on/offline media solutions, Chamni’s Eye, debut IPO 70m […]

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ASIAN: maintained 10% FT21 revenue growth target >Bt9.4b, supported by Pet food & frozen food export sales volume as demand grows on improved purchasing power, mulls listing canned tuna & fish meal producer subsidiary, Asian Alliance (AAI), on SET next year. CENTEL sees FY22 EBITDA turns positive supported by recovery F&B operation, expects hotel RevPar […]

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AJ reaffirms 10% FY21 BOPET sales volume target driven by strong packaging demand & larger footprint in SEA from colab with SCG Chemicals, sees wider margins 2H following px hike in 2Q, allot Bt 1.4b capex to boost capacity in SEA. AOT amended terms of use for operation of 6 airports with Department of Airports […]

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BANPU to open subscription for RO from September 6-17, 3:1 @ Bt5/share, subscribers will also recovery BANPU-W4 1:1 & BANPU-W5 1:1. Comment: Curious to see where the share price ends up post recap. BBL sits on an unrealized gain worth Bt4,580m from its stake in GULF, after GULF share price high record high. Comment: All […]

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BAFS signs JV OR to establish Global Aero Associates to expand jet fuel services in U-Ta-Pao airport EEC, target cod FY25. Comment: Just imagine the scenario in 5-10 years. Don Muang booming, Suvarnabhumi booming, and U-ta-pao benefiting from the EEC and growth of the Eastern Seaboard region. And then figure out what you would pay […]

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AKR will bid for govt infra procurement projects total Bt3b in 2H, aims to secure at least 10% of total bidding, sees demand for transformer remained strong from powerplants expansion, Bt300m backlog to realize this year. BBL’s accelerating NPA sales to tackle NPLs in 2H. Comment: BBL’s senior management doesn’t bother to get onto Zoom […]

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ASIAN sets 8-10% revenue growth target to Bt9.5b, sees strong 1Q on rising exports in frozen pet food, sets Bt500-1,000m to expand production lines and M&A. BGRIM to import 250K ton of LNG in 2H21, supplying 5 SPP Replacement, expecting 10-15% electricity utilization growth this year, target >76MW new capacity this year. CIMBT were pushed […]

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