DOHOME sees positive SSSG in Oct-Nov supported by resumption of government project following government budget disbursement started in Oct, surged demand for home improvement upcountry posted harvest season, expects GPM widen in 4Q to 17% vs 16.4% in 3Q from stable steel price, sets Bt450m capex to open 3 branches next year (2 in 2Q25 […]
Read More →AOT: ITA Airways extends direct flights btw Rome-BKK beyond winter schedule that end on Mar 27, 2025 to offer year-round service. Comment: Death of tourism blah blah, this is thailand, I saw the phuket tsunami disaster first hand and tourism increased 10x. BBL & KTB are expected to benefit from lower NPL after Thai Airways […]
Read More →PLANET wins 1.5mw solar rooftop contract for 50 branches of CJ convenience stores. Comment: You know this is effectively worth zilch, f all, nada, BUT it makes the sustainability ESG monkeys happy. SCB announced to pay a cash dividend of Bt10.34 per share for its FY23 performance, implying a payout ratio of 80.0%. Note that […]
Read More →AOT: Thai Vietjet will resume cross-country direct flights from Phuket-Chiang Rai starting Oct 29 to capture rising number of leisure travelers in both cities. Comment: Not sure that’s a popular flight route, nonetheless a positive to see more flights in the air. CCET announced RO 4.6b shares, 1:0.7863 @ Bt1.5/share, XR Oct 10, subscription from […]
Read More →AMATA to build its 2nd TH-Chinese IE in Rayong, valued at Bt2b, to serve mainland investors and support EV and battery manufacturing pjs. Comment: Sigh….I just hate that this is the direction the country is taking. But hats off to Amata, they’ve been able to capture the Japanese and now the Chinese manufacturing co’s expanding […]
Read More →BRR expects 70% revenue growth target this year to Bt7b on higher global price and solid growth in biomass power plant and wood pellet business. FPT sells build-to suit warehouse in logistic park Ayudhaya to Watson (TH), the 3rd distribution center at Bangpli & Khonkaen logistic center, target cod within 2Q23. NWR firms on 50% […]
Read More →AOT’s Mae Fah Luang-Chiang Rai International Airport will be closed until Wednesday after a Nok Air passenger jet skidded off the runway on Saturday night. COTTO hikes ceramic tiles & flooring products price by 1-2% on higher energy costs, expects 2H sales fairly even with 1H, sets Bt400m budgets for efficiency upgrade, jv overseas partners […]
Read More →CBG launches promotion to give away 500 moto-bike worth Bt25m, vows to maintaining selling price, to launch CBD mixed drink in 2Q. Comment: Been thinking that this group of co’s is “cheap” and we all know that the costs of their packaging/bottles etc are up for the moment, at one point this turns… HFT’s running […]
Read More →BBL: SSO cuts holding by 0.1047% to 4.9202% of total outstanding on Feb 23 Comment: Silly – banks are going to rock and roll with their EPS figures for the next 12 months. EP’s 160mw wind farm projects in Vietnam on track to cod by eo-1Q, in talk partners to invest in 1,500mw gas-fired pp […]
Read More →Ascend Money, a digital payment and financial service unicorn of CP Group’s online business arm Ascend Group, has set its sights on becoming a top three player in the segment within Asean and is looking to expand its foothold in South Asia. Comment: They will look to go public at one point. BGRIM to enter […]
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