BKER: name changed to ALLY Leasehold REIT, ticker changed to ALLY effective today DOD is to enter cannabis business full stream, to seek permit to set up plant to extract cannabidiol for domestic and export. Comment: Perhaps its time to revisit my previous cannabis dream post. https://www.thaicapitalist.com/that-sweet-weed/ ITEL signs a Bt78m procurement contract for IP […]

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ADVANC will report on Monday (February 8) after-market, Bt27.53b consensus AMA in talk M&A logistic co., aiming to branch out from tanker, Oil & Gas and chem transport to diversify business, finalize deal within 1Q, target 10-15% revenue growth this year. AMATA to stop its Bt140m first-phase investment in Yangon Amata Smart and Eco City […]

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CHOW’s board approves plan to sell 6 units in Japan, owning 9 solarfarm with 64.21MW capacity, for Bt4,114m, pending shareholder approval on Jan 27, 2021. KTB is not going to compensate those who failed to register for the 2nd-phase copayment scheme on Wednesday when DTAC’s OTP system crashed. Comment: It’s not KTB’s fault, the fault […]

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BM anticipates solid turnaround 2H supported by recovery parts order from Kubota as workers migrated back from metro to province of domicile due to Covid, in talk Nestle to supply food trucks to create jobs for disables, Bt250m out of Bt500m backlog to realize in 4Q, expects to get more electrical conduit & telcos box […]

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ADVANC to boost revenue from digital entertainment app, AIS Play, above Bt1b within FY22, sees opportunity from large subscriptions base. Comment: I use their service ~4x a year to watch sporting events and stream it to my TV (as I did last night with the French Open), I don’t see how normal TV channels survive.  […]

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AWC inked deal with Marriott International to expand 4 hotels total 1,638 rooms including Ritz-Carlton Reserve, Autograph Collection, JW Marriott Marquis. Comment: And watch them continue to sell assets from the private co to the public co. BGRIM’s expected to wrap up 2,700MW LNG to Power deal in Vietnam by early next year following earlier […]

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BJCHI’s confident of securing 20% of contracts it plans to bid in 2H20, while current backlog stood at Bt4.2b, the highest in 5-year. CPALL may report 1st quarterly losses in 2Q20 at -Bt81m, due to 21% drop in SSSG, Tabloid. Comment: This makes me giggle. AND they want to chuck even more debt on CPALL […]

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NBTC’s handed an official warning letter to a ADVANC’s unit, urging it to strictly ensure cybersecurity and data protection after the firm accidentally exposed its database of 8b internet records online without a password during a scheduled test earlier this month. BAM cuts 25 bps for all type of interest lending charged to clients to […]

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APCO upbeats 1Q earnings from strong sales of health supplements products as demand for immunity booster grows. MTC said DSI’s officials raided its offices on March 20, following complaints about its lending rates, yet no charge was files. MTC said it charges <28% annual loan rates, in compliance with BOT’s rules. Comment: Well they are […]

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ANAN reports sales from 4 newly launched projects topped Bt8.8b, lifts total above Bt24b full year target. Comment: And still consistently beats all expectations… BH signs agreement PRINC to operate Joint & Spine Centre of Prince Suvarnabhumi Hospital owned by PRINC. Comment: PRINC finally making more moves in the industry, and BH needs the additional […]

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