Week 11/03 – 15/03 Company hdb.vn, hhv.vn, qns.vn, ree.vn, ssb.vn, vci.vn, vib.vn, vix.vn, vnm.vn HDB VN: is considering a plan to mobilize $500 mn through issuing new shares, according to sources from Bloomberg. HHV VN: plans to invest and build 300 km of highways and ring roads with a total investment of more than VND82,000 […]

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CHAYO targets 25% FY24 revenue growth supported by higher yield from bad debts restructuring, income stream from cash collection from recently acquired NPL in 4Q23, upside from NPA sales, subsidiary Chayo Capital (CCAP) on track to list by 4Q24. Comment: Well that sounds like an attractive figure, so when are they going consistently achieve this? […]

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BBGI: BCP raised holding by 0.0021% to 45.0014% on Mar 7. COCOCO allots Bt1.5b capex to expand production capacity of coconut juice, plant-based foods & pet food, firms on Bt6.6b FY24 revenue target, eyes Bt10b by end of FY26. DELTA sets $500-1,000m capex over 5-year, with $500m to be spent in TH and India on […]

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AAV eyes 20m FY24 passenger target, supported by improved traffic to China on the back of visa wavier scheme (93 flights/week vs 83 in 4Q23), larger fleet size yoy (60 aircrafts vs 56 in FY23), new route from Taipei-Okinawa, Taipei-Osaka, Kaohsiung-Narita start from 2Q. ADVANC and TRUE are awaiting NBTC’s draft auction planned for 3 […]

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BEM sees all time high daily MRT riderships in Feb at 550k trips, tollway traffic hit 1.2m trips, rental revenue growth from commercial space +10% yoy, firms on 8-10% FY24 revenue growth target. CHAYO board approved spin-off plan of subsidiary, Chayo Capital (CCAP), will sell IPO up to 125m shares and list on MAI. Comment: […]

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Week 04/03 – 08/03 Company cii.vn, dgw.vn, fpt.vn, gvr.vn, hsg.vn, kbc.vn, nab.vn, nvl.vn, vcg.vn, vtp.vn CII VN: registered to buy 5 mn shares to increase ownership at NBB. Expected transaction implementation time is from March 7th to April 5th, 2024. DGW VN: approved a short-term loan plan at TCB, maximum term of 4 months, total […]

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BPP in talks to buy gas-fired power plant in the US by end of 1H, mulls 25-30% stake of the project, sets $ 500m capex between FY24/25 for M&A and energy project, target 5,300mw by end of FY25 (4,500mw fossil & 800mw renewable) from current 3,632mw & 385mw. GUNKUL upbeats earnings visibility from Bt4.8b backlog […]

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AOT: British Airways flights from LDN-BKK will return in October after paused in FY20, reservation opened on Mar 5. Comment: Who wants to fly BA? No one, its full of old white aunties that give you the worst service. But ok this is a good sign for the continued improvement in tourism to/from Thailand. BAY […]

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BAM sees 2M24 cash collection exceeded Bt3b, firms on Bt20b FY, revamps NPA appraisal process to save time costs, in talk with financial institutions & residential developers to establish distressed asset management JV. Comment: And what if they perform better than expected? The upside is then taken care of. KJL signed partnership agreement Schneider Electric […]

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