AAV to issue 8,000m new share @ Bt1.75, offering 5,028m share in PP, 1,714m share RO, and 1,257m share for CB conversion, shareholder meeting Nov 26. Comment: Finally a real recap with one of the airlines here! There will be a trading opportunity at one point. AOT sees advance booking for landing/takeoff slots tick up […]

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BBIK: Bluebik Group, online business consulting, big data & advanced analytics, digital solutions debuts today, 25m share at Bt18 apiece, Yuanta leads. Comment: And that was a great first day for this thai “Tech” name. Have a look around the market and the valuations these guys are now trading at, not nasdaq level though…or yet….? […]

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BANPU to open subscription for RO from September 6-17, 3:1 @ Bt5/share, subscribers will also recovery BANPU-W4 1:1 & BANPU-W5 1:1. Comment: Curious to see where the share price ends up post recap. BBL sits on an unrealized gain worth Bt4,580m from its stake in GULF, after GULF share price high record high. Comment: All […]

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KTC expresses interest in bidding for Citi’s consumer loan port. Comment: At the end of the day, I suspect that citi will be disappointed by the bid offers from the local incumbents as there should be overlapping in the customer base. PR9 accepts booking for Moderna vaccines, expected to arrive in July at the earliest, […]

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ASIAN sets 8-10% revenue growth target to Bt9.5b, sees strong 1Q on rising exports in frozen pet food, sets Bt500-1,000m to expand production lines and M&A. BGRIM to import 250K ton of LNG in 2H21, supplying 5 SPP Replacement, expecting 10-15% electricity utilization growth this year, target >76MW new capacity this year. CIMBT were pushed […]

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BAFS expects 8% growth in aviation fuel sales, as daily usage recovers, confident latest acquisition of 7 PP from PDI, 36.4MW worth Bt1.39b, would help boost this year revenue up 32%. Comment: This acquisition from PDI just shows that the management of BA doesn’t know what it’s doing. But ok, BAFS’s core business is great […]

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EA sets Bt6b capex for expansion, soon to COD lithium ion battery plant 1st phase and electric bus factory, while Amita, a subsidiary in Taiwan, in jv with ITRI research institution to develop solid-state battery. Comment: Good luck, keep up the ridiculous investments that will only pay off if the company gets a concession contract […]

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DTC signed hotel management contract with Kuwait real estate co., Al Fajer International Holding, to mgt Dusit Princess Mahboula Kuwait, comprises of 180 rooms plus 70 serviced apartment, target cod 4Q23. Comment: These deals are still happening throughout the world. People here don’t understand that travel is relatively normal within parts of the UAE/pakistan/turkey/greece etc […]

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AIRA sells 20% stake in leasing unit to NEC Capital, an affiliate of Sumitomo Mitsui Finance & Leasing co. Comment: Just looking at their numbers you can see that the company has to raise capital. AMATA sets 950 rais land sales target next year, sets Bt4-5b capex.BBL, KBANK, KTB and TMB delay plan to purge […]

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CPF sees the highest net profit in 10 year this year. after recording Bt19.6b in 9M20, while expecting to book Bt2b gain from acquisition of swine business in China. Comment: One and done. CRC expects to return to pre-covid next year, while acquisition of COL will boost overall revenue up 4-5%, sets Bt10b capex for […]

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