Author: Pon

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Stocks in the news (bbl, bafs, cococo, dmt, epg, ori, tan) 19.07.24

BBL reports Bt11.81b 2Q24 Net profit, +4.5% yoy, on rise in net interest income from rising yields on earnings assets and growth in business loans, beats Bt10.77b consensus. BBL signed MOU with BEM to provide project funding for Bt139b orange line MRT project. Comment: Oh You’re saying that focusing on the core business and not […]

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Stocks in the news (bem, gulf, kce, lts, psl, spa) 18.07.24

BEM mulls opening talk with State Railway on Orange line fare agreement, veto fare cut for 10 years from cod as company, exposes to risk on fluctuation of ridership traffic plus rev sharing to SRT. GULF acquires 35% stake in 540mw Burapa Power for Bt120m, scheduled to cod in 2027. Comment: They needdddd cashhhhhh , […]

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Stocks in the news (ace, aqua, ea, gulf, intuch, sav, sis) 17.07.24

ACE signed 20mw community solar PPA with Provincial Electricity Authority (PEA), scheduled to cod in 2027. Comment: All these clown ESG renewable stocks that sucked the cash out of our pockets are declining rather rapidly… AQUA’s subsidiary, TCDC, signed a 7 years warehouse lease contract with Unilever, expects to generate Bt1.672b income stream during contract. […]

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Stocks in the news (aav, anan, aot, bem, ea, whaup) 16.07.24

AAV sees lower demand during 2Q & 3Q on seasonal, avg load factor of domestic mkt dropped to 90% in 2Q vs 94% yoy, international routes at 90% in 2Q up from 83% yoy, urges govt to consider reducing jet fuel tax from current Bt 4.726/l to lower travel costs for domestic tourists, will open […]

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Stocks in the news (advanc, ea) 15.07.24

ADVANC: Supreme Administrative Court concluded that co., is not obligated to pay Bt 16.252b additional rev share from roaming service claimed by National Telecom. Comment: Yayyy and this why they got the go ahead for the “amalgamation”  (Note: I’m catching up on Thai company news on the 17th evening on an airplane) SEC has accused […]

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