I went to the beach for the long weekend, room rates are higher than pre c-19, not unexpected, and you’re seeing this being reported by the larger hotel players both domestically and globally. How long can this last? Well until there is new capital coming in to take-over and refurbish the hotels that have gone […]
Read More →Week 27/02 – 03/03 dig.vn, dgc.vn, fmc.vn, hbc.vn, kdc.vn, msn.vn, nvl.vn, tng.vn, vhc.vn Company DIG VN: the Government Inspectorate decided to inspect the observance of legal provisions in the equitization and divestment of state capital at DIG. Comment: Hahaha, it’s all happening…”invest in VN, its great they say…” DGC VN: Dragon Capital sold 500,000 shares […]
Read More →ACE reaffirms 1K MW capacity target after signing PPA on 18 community PP, eyes bid in 2nd phase, mulls 24 alternative energy projects and M&A. BCH sees >80K foreign patients and >1m SSO’s this year, sets Bt13b revenue target. SET’s warned investors to be extra careful in trading in DELTA, after reaching all time high […]
Read More →BANPU in talk to buy 2 HELE coal fired pp (High Efficiency, Low Emmissions), capacity 800-1k mw, expects to conclude 1 deal in 2Q, mulls expand renewable portfolio to 5k mw by end of year from current 4,4264mw. BGRIM established subsidiary in Vietnam to expand solar rooftop business. HENG sees record high NP this year […]
Read More →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 →ADVANC said testing of 5G CA (carrier aggression) tech on its full bandwidth of 100MHz in the band of 2600MHz and 1200MHz of the 26 GHz band has achieved 5G download speeds of 22.01 gigabits per sec (Gbps) and max upload speeds of 4.4 Gbps, representing a global first. BRI revealed FY23 launch plan total […]
Read More →AAV targets FY23 passenger reach pre-Covid level at 20m, +100% from 10m in FY22, expects cabin factor within 87-88% vs 81% FY22, 20% air fare hike, fuel surcharge to boost revenue. Comment: By 4Q23 they’ll comfortably be pack, now it’s just a question of getting the same number of planes up in the air. BAM […]
Read More →A mini random thought that will be fleshed out later…btw join us on Telegram link (https://t.me/thaicapitalist) we’ve been having fun chatting about ideas & what’s going on in the market (jmart/singer/wph/prm/royalty… *grin*) Where are the markets today 2020 – lockdown 2021 – reopening for the Western Markets 2022 – 1H22 – Ukraine/Russia, 2H22 Asia finally […]
Read More →Notable Transactions Still a quiet week, the fun should start in the first week of March once all earnings are done Buy(s) THB 29 mn Sell(s) THB 82 mn
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