BEM extend MRT operating hours 6am-11pm for Blue line & 5:30am-11pm for Purple from Oct 16 as curfew shorthened to 11pm-3am vs 10pm-4am prior. BCP: Social Security Office raised holding by 0.0552% to 15.0391% of total outstanding on October 12. BEYOND sees demand picking up ahead of November 1 reopening, especially at two luxury hotels […]

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AEONTS reports 2Q21np (end of Aug) at Bt678m, -29.8% yoy; missed Bt1.09b consensus, pays Bt2.5 dps, XD Oct 18. Comment: “Ruh Roh” KBANK to cut loans to coal-fired power plants, target carbon free by FY30. Comment: Idiots. But this is more PR than anything else, when was the last time Thailand had a serious launch […]

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AMA buys 76% stake in TSSK & Auto logistic for Bt578m, sees value additions from road/rail chem transports to its tanker business. Comment: Add another to the logistic names. Though their earnings have been incredibly lumpy over the past 4-5 years. Always looked at is as the logistics/fuel transport arm of PTG. AMATAV reports 52.7 […]

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