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Stocks in the news (aav, advanc, aot, ktb, or, scb) 02.08.24

AAV boosts flights from Phuket to Chennai & Kolkata effective Oct 27, tally to 12 cities in India 67 flights/week, sees room for growth as over 1m Indians visited TH 1H24, rolls out Airbus 321neo long fuselage narrow-body to save fuel costs, increase range, more payload. Comment: Y’day they shut down HK, today they open […]

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Stocks in the news (aav, top) 01.08.24

AAV will suspend Phuket-HK route effective Sept 1 due to fierce competition with home based airlines: Cathay Pacific (daily), HK Express (twice daily) and HK Airlines (daily). Comment: I thought there was no demand issue…or…could HK travellers prefer going to the Mainland or other parts of the world instead of Phuket? TOP denies agreeing to […]

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Stocks in the news (aot, ea, floyd, gunkul, ncp, ner, psl, pttep) 31.07.24

AOT ceases inbound duty free shop operation at SIA, DMK, CNX, HKT & HDY effective Aug 1. Comment: Well…this is going to be annoying for those that usually buy perfume, alcohol, chocolate and cigarettes before coming back into Thailand…I used to be one of these types of shoppers… EA: Chatchaval Jiaravanon, part of billionaire family […]

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Stocks in the news (bts, centel, human, kkp, scb, spali, vranda) 30.07.24

BTS to receive Bt22b overdue debts owed by BMA & Krungthep Thanakom (KT) from operate & maintain on 2 Green line extensions as ordered by Supreme Admin Court, BMA is expected to pay the sum asap to avoid extra interest charges. Comment: This was announced a while ago…why the rinse & repeat in the news? […]

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Market Update 30/07

Holiday after holiday after holiday which months of the year does Thailand not have a holiday anymore… Back to markets…earnings season..fun times…donkeys like SCB continue to struggle…other banks seem to be ok..and the USDTHB is strengthening…a few more decent #’s + continued strengthening..could we see the SET being flat, if not even up by year […]

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Stocks in the news VN

Week 22/07 – 26/07 Company: bcg.vn, vic.vn, vjc.vn BCG VN: begins construction on a waste incineration plant to generate electricity in Ho Chi Minh City, expected to put on operation by the end of 2025. VIC VN: transferred all ownership shares at VinFa Joint Stock Company. Comment: Hmmmmmmm is it time to pump VIC? VJC […]

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