AAV to suspend all domestic flights from July 12-31, while BA cancelled 5 domestic routes from July 13-31. Comment: Well that’s amusing….government has done a great job at killing demand (and local businesses) AOT extends 50% cut in landing and parking for airlines until September. BJC upbeats 2H earnings from health care division from strong […]

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ADVANC teams up 6 hospitals to provide telemedicine services, AIS Well-Being, thru digital platform, aims to fill demand from long distance patients, offering real time consultations & monitoring without need for in-person visit. Comment: AIS is achieving what DTAC said they would do 5-7 years ago. BLA launches saving insurance plan, offering min returns, principal […]

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IVL: expects big jump this year from recovery demand for PET on improving consumption, strong demand for technical fibers for PPE, med supplies and auto parts, stock gains boost earnings. Comment: Where’s the next M&A for this cookie munsterrrrrrrrrrrrrrrrrrrrr?! ORI: reaffirms solid turnaround 1Q from completion of 2 condos and transfer of ready to move […]

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ASAP sees earnings bottom out 1Q, expects strong car rent in 2Q from demand for distance travel on long holidays & domestic tourism stimulus, seeks to expand corporate car rental to balance revenue mix, target 3k used cars sales this year from 1k units in FY20, will add 5 outlets of ASAP select from current […]

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ADVANC will report on Monday (February 8) after-market, Bt27.53b consensus AMA in talk M&A logistic co., aiming to branch out from tanker, Oil & Gas and chem transport to diversify business, finalize deal within 1Q, target 10-15% revenue growth this year. AMATA to stop its Bt140m first-phase investment in Yangon Amata Smart and Eco City […]

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AMATA’s firm on 950 rais land sales and Bt2,157m backlog this year, of which 60% will be booked in 2H. Comment: And here’s a flying pig for you. AMATAV to sell ASCLT 1 and 2 worth Bt2,157m in 2H, sees yoy drop in rev this year from pandemic. Comment: Management has proven that without a […]

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BANPU sees 2H turnaround from recover coal sales volume and higher selling price from improving demand from China and Vietnam. Comment: If only it were a true coal play… BGRIM upbeats 3Q earnings from low gas price, sees electricity demand from industrial clients gradually back to normal posted reopening, seeks M&A to boost inorganic growth. […]

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CCET reported July electronics components sales at US$293k, -0.5% yoy.EA has no plan to raise capital, as it has over Bt10b in annual cashflows, plans to reduce stake in Laos PP to 40% from current 50% for new partner. Comment: Lets see if all this investments in EV battery tech works out…I still hold to […]

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ARIP confirmed IT event schedule, Commart expo, on August 20-23, launches products showcase to accommodate new normal lifestyle.BJC revised up White Group (WG) tender price to Bt187.67/share from 185.44. Comment: Finally delisting WG? Given the free float is less than 7%….why not….although if I were BJC/WG I would look to use this vehicle to raise […]

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BAM branches out from NPA auction to direct sales to capture real demand for assets, sees banks stretched term loans & restructuring debtors near terms, may add more assets in 4Q. BWG sold PP 319m shares at Bt0.51 apiece to 5 private investors, will not get subscription right of subsidiary IPO of ETC. Reminder: BWG: […]

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