BGC reaffirms 10% full year revenue growth target supported by strong demand bottles & label on improved tourism, lower energy costs yoy, expects positive momentum carry thru high season in 4Q. Comment: Ah, if the liberalisation of the alcohol industry goes ahead, how hurt would BGC’s growth prospects be? Or will they be able to […]
Read More →AOT: expects full year revenue reaches pre-Covid level above Bt62b driven by positive momentum from aero & non-aero rev, SAT-1 terminal on track to cod upcoming Sept. CHASE: reported Bt1.6b bad debts purchased for Bt150m during 4M23, aims to seal 2 more deals before end of 2Q. Comment: The first time they’ve bought something in […]
Read More →AAV plans to resume operation of 8 aircrafts that were idled during pandemic after advance booking have demonstrated strong momentum. Comment: A great sign for tourism and hopefully lower ticket prices ! AH upbeats 1Q earnings from delivery of Ford Ranger model change, higher OEM parts sales yoy from improved market. BA’s temporary suspended 2 […]
Read More →BAFS sees 2Q jet refuelling +19% yoy (673m liter), firms on Bt3.3b full year revenue target +101% yoy.BAFS to return to profit next year, sees solid recovery ib jet fuel sales in 2Q from reopening and PP business. Comment: Goes without saying, you don’t need tourist #’s to recover immediately, just # of flights. ITEL […]
Read More →ADVANC sees 2H turnaround from larger revenue from roaming service on recovery demand for travel, sees positive momentum in upmarket & corporate solutions, maintaining 4-6% FY22 revenue growth target. Comment: No one (except for this one incredible lady who is reading this) comments on the fact that ARPU’s for 5g are rubbish. AS will launch […]
Read More →BBL, BAY, TTB & UOB lodged bid for Citi retail assets in TH; KBANK & SCB drop out, estimated price goes as high as Bt70b, tabloid. BGRIM: in talk M&A domestic & overseas power plants total 500mw, expected to wrap up within 4Q, lifts total capacity above 3,400mw, firms on 15% revenue growth target. Comment: […]
Read More →BIZ issue free warrant (BIZ-W1) to existing holders at 10:1 GLOCON: 67.55m new shares from warrant exercise (GLOCON-W4) 1:1 @ Bt0.5/share tradable tomorrow. Comment: They’ve just acquired a meatball producer for ~THB 500 mn KBANK & TTB may report today, Bt8.24b & Bt2.09b consensus. Comment: Every bank has lower provisions, thank you BOT for allowing […]
Read More →AS launches new game, Real Yulgang mobile, in TH & Cabal M in Philippines, eyes 15-20% revenue growth target. ILINK sees solid 3Q on seasonal for cable and fiber optic with additional new clients, keeps Bt6b revenue target this year. Comment: Basically all the projects that were supposed to have won 3-4 years ago are […]
Read More →*Effective 1 July SET announced SET50 and SET100 rebalance for 2H21: SET50: Ins : IRPC, KCE, STA, STGT. Outs: AWC, BAM, TOA, VGI. SET100: Ins: AAV, ICHI, NRF, PSL, PTL, SINGER, STGT, SYNEX, TKN. Outs: AWC, BPP, EPG, GFPT, MBK, TOA, TPIPP, TTW, WHAUP. sSET: 34 securities consisting of: Seven Utilities and Power pcl (7UP), […]
Read More →CPN firms on plan to open Central Plaza Ayudhaya & Sriracha in 2H, target completions of Dusit Central Park in FY24, 9.2 acres mixed-use projects under JV Hong Kong Land by FY26, will finalize plan to estimate mall in Vietnam before end of year. Comment: Still the best mall operator in the country by a […]
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