ALLY reaffirms 2Q turnaround from eased interest burden after re-payment, contribution from new asset on board, Happy Avenue, small sized community mall Donmuang district. CPF could see flagging sales at its China pork biz on China’s anti-dumping probe on imports from EU, with any gains probably minuscule. CPF’s livestock sales from China -36% yoy, account […]
Read More →BGRIM sees 2Q margin continue to expand, supported by lower natural gas price, revenue recognition from 2 power plants (Ang Thong 2 & 3) combined 280mw, in talks 3-5 partners to jointly develop data center, expects to finalize deal this year. Comment: The cost of energy is no longer and an issue and governments are […]
Read More →CENTEL: is expected to be the main beneficiary from extend Thai traditional holiday to 5-days in Apr after government declared extra holiday on Apr 12 for government offices & state agencies thanks to vast hotels coverage across country, upside from F&B unit (CRG), Thunhoon. Comment: Well no…but fine. EURO: home decorative products distributor, Euro Creations, […]
Read More →ADVANC: Central Admin Court dismissed National Telecom (NT)’s petition to claim Bt16.2b additional revenue share from roaming service from ADVANC. NT is eligible to file an appeal within 30 days. Comment: There goes the neighbourhood gents, privatisation of all decent assets in Thailand continues. BBL: collaboration with OR to provide green loan, Bualuang Green Solar […]
Read More →COCOCO reassures 30% full year revenue growth target driven by large customer base in 90 countries, vast coconut products coverage from canned coconut milk, juice, snacks & ready-meal under Thaicoco & Cocoburi brands, upside from pet-food, plant-base food and plant-based butter. Comment: One question still in the back of my mind is, what is the […]
Read More →NBTC board is likely to approve ADVANC’s proposal to takeover TTTBB on Nov 10, Tabloid. ADVANC’s launching 2 services 5G boost mode, offering network on demand, full speed of 5G for 3hours, target livestream & gamer, will debut Microsoft Team Phone early December. Comment: So GULF I mean, *someone*, has decided to raise a kerfuffle […]
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 →ADVANC rolls out iPhone 15 bundle package to boost ARPU, mulls expanding 5G coverage after obtained 700 MHz from NT lifts capacity from 2 x 15MHz to 2 x 20MHz, aims to boost marketshare up country. Comment: And every isheep shall proclaim how USB-C is the greatest gift to mankind and the rest of us […]
Read More →IRPC’s unveiled an innovative nano-zinc oxide product, a nutrient supplement for plants, under Renifoxx brand. OR to expand healthcare biz in 1Q24, mulls Japanese style budget hotel at OR’s service stations, starting Bt1,000/night, sees no impact from diesel price cap due to its well diversified into non-oil. TKN revised up FY revenue growth target to […]
Read More →AGE is open for talks with new business partners, on 3 main businesses, logistics, alternative energy, and other sustainable business, after securing a 23.45% stake in QTC, sees growth in 2Q, especially coal business, after recoding 1.06m tons sales in 1Q, on track to meet 5.2m tons FY23 target. Comment: Coal demand isn’t disappearing, it […]
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