Today is the first real working day of the year for Thailand. January – People still celebrating new years Feb – Chinese new year Mar – They’re on the beaches still going oh la la April – hello songkran and they’re all off to go ohooooooooooo. May – Magical holidays, they’re off to Japan. 4 […]
Read More →Notable Transactions Buy(s) THB 240 mn Sell(s) THB 37 mn
Read More →Week 27/05 – 31/05 cii.vn, dbc.vn, hbc.vn, hpg.vn, ita.vn, msn.vn, mwg.vn, nt2.vn, pow.vn, vcg.vn, vic.vn, Company CII VN: reported receiving the transfer of more than 7.8 mn NBB shares from CEE, increasing CII’s ownership ratio to nearly 50.4 mn shares, equivalent to 50.3% of capital. Comment: They’ve increased a stake in a … strange construction […]
Read More →BGRIM Holding, a unit of BGRIM, has acquired the 30-mw Malacha hydropower plant in Northern California from Brookfield Renewable US and affiliates for Bt2.5b, sees immediate rev recognition in the tune of Bt300-400m p.a. Comment: Perhaps we should protest in front of BGRIM’s offices for contributing to higher energy prices. SGP keeps FY LPG sales […]
Read More →CPN target 10% CAGR from office division over next 5-yr aft cod 60k sq.m. Central Park offices Silom district in 2Q25, 130k sq.m. Central Park on track to cod 3Q25, Dusit residences & Dusit Parkside total 50,500 sq.m. kick-off transfer from 4Q25. Comment: If it wasn’t for the management of Dusit, this project would’ve been […]
Read More →AOT’s firm on solid 2H24 (April – Sept), pax at 6 airports to exceed 120m target, sets 140m target next year, pre-covid level, mulls seeking board approval for interim dividend, while bids for 3rd ground operators to start in Jul, with AOTGA to participate, sees Bt2-3b revenue from 3rd phase expansion at Donmuang to cater […]
Read More →AOT: Spanish LCC, Iberojet, will begin a weekly flight Madrid-Bangkok (SIA) as its first destination in Asia, start on May 30th, will increase twice-weekly flights in early Oct. Comment: And you doubt Thailand’s tourism renaissance. KBANK sees debt service ability of top 50 corporate clients remain strong, discontinued unsecured p-loan to prevent surge in bad […]
Read More →ASK targets 5% FY24 loan growth from Bt75b outstanding loanbook at end of FY23, aims to protect market position of leading new commercial vehicle HP, expands title loan product to boost yield, expects FY24 NPL edge below 5% from current 5.2% at end of 1Q. Comment: Wasn’t this the company that raised a tonne of […]
Read More →Heyyy looooooookkkk it’s only down a little bit….urgh. Random thoughts:
Read More →