ASW, real estate developer, Assetwise, debuts IPO 206m shares at Bt9.82 apiece, ASP leads Comment: Does it make sense for the pop on a fundamental level? NO! But on a funnymental level, oh hell yeah. Small float, retail investors back and active. BAY’s adding more health insurance products on shelf, aiming to boost fees from […]

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AAV said the latest outbreak the worst crisis for aviation in Thailand as airlines face more pressure than during the lockdown last year. Comment: Nothing was worse than the March-May period where everything was shut down. But the government is trying their best to make things just as difficult at the moment. EPG upbeats 1Q […]

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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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BJCHI sees recovery in 4Q after bottoming out in 3Q, supported by Bt3.2b backlog, of which Bt400m to be booked in 4Q. DOHOME maintains FY20 SSSG target above 5%, set Bt1.2b capex to add 3-4 home improvement stores (size L) and Dohome To Go (mini store) next year. Comment: This player is going out there […]

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BA add 1 daily flight each to 3 routes (Bkk-Chiang Mai, Bkk-Phuket, Bkk-Lampang) from Sept 1. BAM’s earnings have bottomed out in 2Q, with Bt1.16b Net profit expected for 3Q, +32%, excluding Bt2-3b DTA, Tabloid. CGD to launch 2 hotels, Capella Bangkok and Four Season at Chao Phraya river, in Oct and Nov, Bt12b backlog […]

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ACE wraps up deal to buy 3 biomass powerplants with 26.9MW capacity from UWC worth, helping contributed Bt800-900m p.a. Comment: I still look at ACE questionably given the fact that the founder is a police general and likely won the contracts through “relationships” but having followed their calls, they are running a professional shop.  AOT […]

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BA seeks to expand codeshare partnership with partner in Asia to expand international routes at lower costs, expects to resume CLMV flights from October. Comment: I’m flying overseas next month. This virus crap is finished. BTS & VGI associate co., Kerry Express (TH), expand same day parcel delivery service for BKK and vicinity, add discount […]

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LH expects cost saving from lower land tax, existing landbank ensures new projects over next 4 years, maintaining 2H launch plans 12 SDH projects worth Bt21b. Comment: I expect to see that the larger players just get larger, especially in the housing market NOBLE secures Bt1.3b in presales during 1st day of online booking under […]

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MAJOR to temporary shut all its cinemas in Thailand, Cambodia and Laos, from 18-31 March. Comment: Another name that can double over the next 2 years. SAT sees 7-10% fall in sales this year, to emphasize on oversea markets and new product lines. Comment: Autos are dead.  TASCO reaffirms big jump 1Q as asphalt sales […]

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ACG allots Bt40m budget to branch out from dealer to auto maintenance services, sees demand grows as people choose to repair over replace, target 5 outlets by end of year. BJC sets Bt10b capex to add 3 BigC hypermarket branches in TH and 1 abroad, expand Pure Pharmacy, mini BigC and supermarket. Comment: So the […]

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