ADVANC: AIS provide more convenient for the public by expanding 5G, 4G and free WiFi signals, battery charging points and drinking water nearby the Grand Palace. , Sanam Luang and Ratchadamnoen Ave. (Hoonsmart) ITTHI: The management is accelerating its work on three key projects: EV charger installation, EV transformation, and lighting. The EV charger installation […]
Read More →BGRIM’s expected to be prime beneficiary of ERC’s plan to implement Direct PPA that will allow private co., to buy clean electricity directly from renewable energy producers via grid connection where BGRIM should benefit from hyperscale data center that had already purchased land in AMATA industrial estates. Comment: With a new MoE – people are […]
Read More →AEONTS 2Q25 turnaround after 1Q NPL peaked at 5.1%; improved collections, lower credit cost, and THB 150m NPL/NPA gains. Comment: We’re all watching this space…. AOT Air India Express to launch daily Bengaluru BKK flights on Oct 18, expand routes to Lucknow, Pune, Surat, and Hyderabad Phuket. PTT-EA-NEX-CWT consortium targets EV bus leasing […]
Read More →COM7 said during the launches of new iPhone model will usually boost sales up by 20-30% and it has high hope with the new iPhone 17 to boost 4Q25 and help it achieved a 10% rev growth t/g for this yr. Comment: After a decade..it still amuses me how simple it is to just trade […]
Read More →COM7 said during the launches of new iPhone model will usually boost sales up by 20-30% and it has high hope with the new iPhone 17 to boost 4Q25 and help it achieved a 10% rev growth t/g for this yr. Comment: After a decade..it still amuses me how simple it is to just trade […]
Read More →CENTEL: officially cod-ed of 142 villas resort, Centara Grand Lagoon Maldives. SEAFCO: anticipates local contractors have the upper hand on government project going forward after China Railway’s 10th put in spotlight following the collapsed of 32-storey State Audit Office, maintain Bt 2b FY revenue target, aims to fill Bt 800m foundation work backlog to Bt […]
Read More →BGRIM sets 10-15% revenue growth target from gradual COD of new projects with combined 605MW with plan to add 40-50MW from new industrial and old clients to align with pool gas system, no impact from Global Minimum Tax, sets Bt12b capex and to secure partner for data centre in 1H25. ORI plan to sell 6 […]
Read More →BCP: 123.9m shares (9% of outstanding) crossed yesterday after market shut @ Bt36.57, 5% discount from close price, valued at Bt4.5b. Comment: This is a despicable act for the country…these “new investors” have fleeced the country DELTA said solid 1Q25 to help achieve double digit growth in FY25, new solutions to cater for rising demand […]
Read More →CK sees big jump next year driven by record high construction backlog above Bt220b, higher contribution from subsidiaries (BEM & CKP) and dividend income from TTW, sees new S-curve next year supported by new project including Bt35b double deck Ngamwongwarn-Rama 9 (EIA approved), Bt27b south purple MRT Tao Poon-Ratchburana and Bt47.52b Bang Khun Thian-Bang Bua […]
Read More →On the road for 4 of 5 weeks – great time for random thoughts and notes… Commodity cycle for dummies Owned the commodity names from 2020-2023, then own the capex beneficiaries of the commodity names from 2024-2027, then own the names that benefit from the decline of commodity prices as supply hits the globe, 2028-2035, […]
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