BBL’s firm on 4-6% loan growth target, sees lower LLP at Bt26b vs Bt34b yoy, mulls JV to set up an AMC to manager bad debt. Comment: Read between the lines “THERE IS A STUPID AMOUNT OF BAD DEBT” GFPT reaffirms solid earnings from strong poultry orders from EU to replace supply from Ukraine and […]

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CBG launches promotion to give away 500 moto-bike worth Bt25m, vows to maintaining selling price, to launch CBD mixed drink in 2Q. Comment: Been thinking that this group of co’s is “cheap” and we all know that the costs of their packaging/bottles etc are up for the moment, at one point this turns… HFT’s running […]

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CGH sets up PI Ventures with Bt500m capital to expand tech investments, including digital assets and Metaverse related projects around the world. Comment: They are very good at making money, for themselves, not minority shareholders. GPSC established jv with PTT, Nuovo Plus, to invest in battery value chain, supporting EV & renewable power storage business. […]

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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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