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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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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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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KBANK offers Bt20b soft loan with 3.5% rate for 1st 2 year, as part of Government’s effort to assist SMEs via 16 banks in the program, led by GSB. Comment: That’s interesting…what will they define as SMEs. Let’s see how much actually gets distributed. MINT said Paris Olympic game has boosted its European hotel bookings […]

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CPF’s top line drivers could improve with higher sales price of swine & poultry, and better expected volume of livestock brightening mid-term Outlook. International sales, 60% of revenue, remain key to expansion, BI. Comment: It’s going to be better than you expect…. BYD’s chairman said heard about report that EA’s selling TSB to raise fund […]

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Ailing EA, which has been under investigation over alleged fraud involving former executives, has rescheduled payment of 2 of its tranches of short-term B/E due to tight liquidity, forcing to sell Thai Smile Bus (TSB) to raise liquidity. Comment: La la la la, it’s a POS, it’s going under, who’s going to save it? BJC […]

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Kasemrad Plastic Surgery (KPS), a unit of BCH, said its collaboration with Korean College of Cosmetic Surgery and Medicine (KCCS) will elevate the standards of cosmetic surgery in TH, involving knowledge exchange and training. It sets Bt200m capex for 2 new centers and 3 surgery Comment: Oh thailand, you fake beauty. JPARK to sign more […]

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