AAV mulls adding more flights to accommodate demand for travel, sees advance booking jumps on Chiang Mai, Chiang Rai & Hat Yai routes. Comment: The limited flights that are going around the country – are full (up to the 75% limited) BAFS anticipates FY22 turnaround from recovery jet refueling business, target sales volume +110% yoy […]

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ADVANC keeps 2-5% revenue growth target this year, sees benefit from 5G, helping healthcare sector to weather the covid storm Finance Ministry extends jet fuel tax cut to Bt0.20/liter from the April 30 expiration to December 31, positive to AAV, BA and AOT. ILINK reaffirms solid 1H earnings from strong network installations rev supported by […]

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AOT: extend fees waivers for concessionaires & airlines operating at 6 international airports for additional 6 months from previous waivers. ATP30: sells PP 65m shares (9.53% of total outstanding) at Bt0.99 apiece to Toyota Tsusho (TH). Comment: Now that’s an interesting development. BBL, SCB, KTB and BAY: FY20 due today, Bt21.23b, Bt26.72b, Bt16.34b, Bt24.96b consensus. […]

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GSB denied report that it’s paying Bt2b for 48.59% stake in AMANAH. Comment: That rumour was quickly dispelled within the day, next name is SAWAD – which hasn’t issued a press release denying the rumours. If so SAWAD may get into MTC’s business – motorbikes. AP may report 115-128% growth in 3Q NP to Bt1,330m […]

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