ADVANC to accept bookings for iPhone 12 on November 20 and official launch on November 27, hoping to boost 5G subs to 1m next year. Comment: Looks like the 30,000 baht scheme from the government will go into Apple’s pockets… JKN will move from MAI to SET from Nov 12, 2020. Comment: I wouldn’t be […]
Read More →AOT: expects loss continue next year as pandemic erodes passenger arrival, sees average month to date domestic passenger traffic back to normal above 100kpd but international arrivals remained low 700 passenger/day, CEO. IVL: completed acquisition of PET recycling plant in Poland, IMP Polowat. Comment: Cookie munster continues. Now when their spread cycle returns to the […]
Read More →Government Saving Bank appointed TMB to be FA for acquisition of iBank’s leasing subsidiary, AMANAH, to expand non-bank auto title loan business, finalized by end of October. Comment: So is this the vehicle that the government will use to supply liquidity to the country? CHAYO: board approved moving from MAI to SET, will proceed after […]
Read More →AOT to announce winner for Bt13b SIA’s 3rd runway projects and satellite terminal on March 9. AWC target 15% CAGR over next 5 years, sets 5 year capex at Bt30b to expand hospitality and commercial projects. BANPU sees profitable this year from -Bt553m loss in 2019, expecting turnaround in coal, utility and gas business. Comment: […]
Read More →BCPG pays Bt5.3b for 69MW Hydro PP Nam San 3A in Laos. Court scraps order for Bt600m compensation payment from EXAT, to BEM. Comment: But they still won Billions regardless Transport Min to decide whether to allow CP Group more time to negotiate terms on high-speed train pj linking 3 airports, or call up an […]
Read More →CHOW: to cod 3 JPN solar project combined 21mw before end of-3Q, lift total to 80.92mw, t/g 500mw w/in 5 yrs. KKP: cut FY19 loan growth t/g to 5% from 8% from soft demand for auto HP; fees from CRC restructuring, TMB-TBANK amalgamation, Asset World & DoHome IPOs to provide cushion in 2H. Comment: The […]
Read More →And boom these are the latest changes to the MSCI announced yesterday. MSCI STANDARD: (+) INTUCH, RATCH, DTAC (-)Â DELTA MSCI GLOBAL SMALL CAP: (+) AEONTS, AAV, BLA, EASTW, PSH, TASCO (-) MC, PRINC, THCOM, TFG, VGI, VIBHA
Read More →BGRIM BGRIM expects earnings growth of 15-20% this year. It will start commercial operation of a 31MW solar farm in December as planned. This will rise 4Q18 revenue. (Thun Hoon, 9/11/18) Comment: Plus Ft rates are up CHO, SCN BMTA (Bangkok Mass Transit Authority) will pay for 100 NGV buses plus maintenance fee to SCN-CHO […]
Read More →BEM BEM notified arbitrator that the Expressway Authority of Thailand (EXAT) already paid the premium difference between the Chalerm Mahanakorn and the Si Rat Expressway toll plus interest. There are many cases that BEM expects to win. (Thun Hoon, 1/11/18) Comment: Well EXAT did just make a bucketload from TFIFF… so was that used to […]
Read More →AOT AOT’s board of directors gave the green light to second airports in Chiang Mai and Phuket budgeted at Bt126bn after forecasts showed the current airports will be fully utilized. It will propose the plan to the cabinet and shareholders for approval. (Kao Hoon, 25/5/18) Comment: With it supposedly completed by 2022, lets add 2 […]
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