AOT: 8 international airlines including, Singapore airline, Cathay Pacific, Etihad, Emirates, Austrian, Lufhansa, Austrian, Swiss Air & Qatar to resume flights to SIA from November 6, EVA & KLM are expecting to resume before end of year. ASIAN: upbeat 4Q earnings from strong pet food sales momentum, expects to sign additional OEM orders from US […]

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Notable Transactions Buy(s) THB 18 bn PLAT – Wow, it is cheap, but with AWC Plc turning Pantip Plaza next door into a warehouse/trade sale center, can PLAT still compete? SEG – Switching from personal holdings to a corporate structure THG – Another Dr buying up shares in THG W – I have no idea […]

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Federation of Thai Industries (FTI) wants authorities to step up efforts to amend the controversial charter to find a way out of political turbulence threatening plans to restore the economy. Government Saving Bank will announce non-bank partner to expand consumer credits & car title loan business today, plans to curb interest ceiling at 18%, target […]

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DOHOME upbeats 3Q earnings from positive SSSG and order from government agencies, sees momentum carry thru 4Q from shopping tax break scheme and full quarter contribution from newly opened full scale outlet in Rayong and 2 Dohome To Go branches, expects demand for home repairing surge aft continuous rainfall. EPG reaffirms solid turnaround 3Q from […]

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BGRIM signs Bt5.67b green loan with ADB to invest 257mw solar projects in Vietnam. Comment: This group is doing a great job getting capital and projects all over the region.  BTS: admin court issue an injunction to MRTA over changes made to the ToR of Bt142.7b orange line MRT after bidders purchased envelopes, maintaining evaluation […]

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AMA plans to add vessel before eoy, in talk M&A tanker & logistic business, plan to wrap up 2 deals 1H21, will report 3Q net profit on November 6, reassure turnaround from improving traffic on reopen. AOT’s cashflows drops to Bt40b from Bt77b normal level, may run out in mid-2021 if situation prolongs, may have […]

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AOT sets Bt30b capex for runway-taxiway repairing, renovates passenger terminals. ARIN: local fund, BBLAM, raised holding to 15.3312% last Monday (Oct 12), SEC filing. Comment: Incorrect news, both BBLAM and MFC have combined ~28% which is via the local Private Fund vehicle and therefore the shareholders are the same. DTAC reported 3Qnp at Bt1.43b, -18.7% […]

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Well I was smacked in the face with the market reaction to these protests. I may write about the protests later…but its a non-violent movement, an excuse for the weak hands to dump the shares that that they don’t have confidence in. (or at least that is what I am telling myself) It’ll be interesting […]

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