ASAP launches app, ASAP Limousine, Chauffeur & Limousine services to expand corporate client base, open booking from September 30. Comment: I do like what they are trying to do here. But the impact of these new services is small relative to their core business EGCO reports cod 455mw coal-fired Philippines powerplants in 4Q, lifts total […]

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AQ files lawsuit against KTB and its board, seeking Bt3.9b for breaching compensation payment terms. BANPU to cod additional 2 powerplants projects combined 71mw before end of year. CK wins contract to build integrated medical and public health center building for Thai Red Cross Society worth Bt2.16b.COM7 sees 4Q earnings from newly launched Apple products, […]

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ADVANC secured exclusive right to broadcast Tokyo Olympic 2020 on mobile-pay, iPTV and Internet Comment: A slap in the face to TRUE! Then again other than the 100 m sprint, I’m not sure what other Olympic event people tune in to…but this is just further evidence of the changes seen in the media industry AEONTS […]

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EGCO starts EIA on project to develop land in Rayong PP into industrial estate to cater for EEC investment. PF reports Bt5b sales 4M19 from 3 new launch SDH projects, will launch additional 14 pj in 2H (1 condo, 13 SDH), focus mid & high-end segment, maintain Bt19b full year target, Bt5b out of Bt6b […]

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BANPU sets 48m tons coal sales target this year, $835m capex for FY19-20, while BPP, its power unit, to COD pp in Japan and China worth combined 114.2MW, to wrap up 80MW wind pp phase 1 in Vietnam by 1Q19. BJC sees positive SSSG from recovery consumptions and government stimulus package, will open 1st BIGC […]

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BSM BSM expects revenue of more than Bt1bn, up sharply from 2018 expected revenue of Bt640mn. It will enter into the property development business and plans to launch one project each quarter with value around Bt350-400mn per project. It will focus on Central Business District (CBD). (Thun Hoon, 17/1/19) CIMBT Kittiphun Anutarasoti temporarily suspended as […]

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AMATA AMATA expects to sell 925 rai of land this year and 800 rai next year. Many Chinese investors are buying its land. It expects economic growth to support revenue. It says recurring income is increasing. It will sell land in the industrial estate in Myanmar next year. (Thun Hoon, 15/11/18) Comment: Earlier in the […]

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ADVANC ADVANC has not yet decided whether to participate in the next 1800MHz auction. It will consider the bidding conditions first. It is interested in all spectrum auctions but must estimate return before a decision. (Kao Hoon, 24/8/18) BGRIM BGRIM says the location for BGPR1 and BGPR2 power plants has been decided. The two power […]

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ADB ADB expects demand for plastic resin and adhesive sealant to increase in 2H18. it is developing innovative products to add a new “green product” line which is eco-friendly. It believes the new products will be preferred by customers and widen its gross margin. The company is also improving the formulation of products to shield […]

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BAY BAY to expand to more global companies. Following an impressive loan growth of 14.5% in 1Q18, BAY plans to expand its client base from Japanese clients to other global companies. Its key business strategy is to support businesses in the Eastern Economic Corridor (EEC). (Kao Hoon, 31/5/18) Comment: I still think that this bank […]

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