BGRIM target to wrap up 2-3 oversea PP deals with 100-200MW capacity by eo-1H, in collaboration with TRUE to develop digital innovation for power business, by focusing on commercial buildings and IEs. Comment: The power monster of the region. BH: BBLAM cuts holding by 0.3141% to 4.1736% of total outstanding on March 24. CPF’s exported […]
Read More →ADB target 20% FY22 revenue growth >Bt2b driven by bioplastic & med-grade plastic compounds for blood bag, syringe, med equipment & packaging, mulls 50% capacity upgrade to fill demand from overseas. Comment: Great headline but look through the figures of the company, not much happened until the past 2 years and it wasn’t GPM driven. […]
Read More →AGE to buy 55 new transport trucks, hoping to boost revenue from logistic to Bt600-700m from Bt300m last year. Comment: Main story here is increasing coal prices and the inventory boost. AOT signs MOU with TAFA consortium to expand perishable goods cargo business at SIA. ATP30 mulls switching to EV van & EV bus for […]
Read More →7UP: Advance Capital partner cuts holding by 11.9023% to 2.9284% of total outstanding last Friday (January 22.) Comment: And that means that this odd listed co has no major shareholder. Though someone must’ve taken the block from Advance Capital. Look at the Board, dodgy characters… COM7 teams up Shopee to roll out online campaign, Shopee […]
Read More →AMA in talk 2 logistic partners to expand from Oil & Gas transports to industrial logistic, expects big jumps 3Q from larger average tanker size yoy from 13k tons/trip to 15ktpt, positive momentum from onshore logistic as PTG & AIE increase shipment of gasoline and B100 transport, will add 60-80 oil trucks in 2H after […]
Read More →AKR sees 2H turnaround from recovery demand for high voltage transformer from EEC expansion, power & solar rooftop projects, will bid for U-Ta-Pao airport projects and high speed rail projects, Bt1b backlog to realize till 2H21. Comment: If thats the case then you have the usual players of AKR, DEMCO, TKT AOT said 8M20 fiscal […]
Read More →BBL expects 2Q NIM flat qoq from 2.5% in 1Q as cost of funding also drops from repricing deposits, sees no impact from debt moratorium as consumer lending account for marginal in portfolio. BTS sees full year ridership drops 10% yoy; but no impact to revenue thanks to cod of greenline extension stations, compensation from […]
Read More →AP: K-ASSET raised holding by 0.1212% to 5.1039% of total o/s, SEC filing. Comment: I find it interesting that now the news is reporting what the institutions are doing, are we going to see a situation in Thailand similar to the US that institutions become major shareholders as family’s reduce their holdings. Plus these announcements […]
Read More →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 […]
Read More →BEM: won arbitration on fare adjustment of second state expressway, authority (EXAT) required to pay Bt 1.048b for damage, EXAT may filing petition to request court to revoke arbitral award w/in 90 days. CK: mulls to bid for infra pj combined worth Bt 300b, expts to wins at least 20-30%, reassure Bt 30b FY19 rev […]
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