Week 29/07 – 02/08 Company: fpt.vn, frt.vn FPT VN: plans to spend more than VND1,460 bn to pay cash dividends in advance at the rate of 10% for the first phase of 2024 in Q42024. Comment: I wonder how long this tailwind lasts for…. FRT VN: announced to establish FPT Long Chau Investment Company Limited […]

Read More →

ADVANC: 2Q net profit @ Bt8.57b, +19% yoy, topped Bt8.43b consensus, thanks to strong operation performance & positive contribution from TTTB consolidation, mobile subscribers reached 45.7m with net add of 644k driven, estimate FY24 capex excluding spectrum at Bt25-26b lower than previous years, benefiting from the acceleration of 700MHz 5G roll out prior year & […]

Read More →

CHAO appointed Malaysia partner, YLF Marketing, to distribute snack products in Malaysia, Singapore & Brunei, aims to stretch revenue from abroad to 38% by FY26 from current 27%. DELTA sees stronger growth in 2H on higher EV demand in EU and AI trend in data center segment. Comment: DELTA i’ll see you at 50. MINT: […]

Read More →

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 […]

Read More →