BANPU in talk to buy 2 HELE coal fired pp (High Efficiency, Low Emmissions), capacity 800-1k mw, expects to conclude 1 deal in 2Q, mulls expand renewable portfolio to 5k mw by end of year from current 4,4264mw. BGRIM established subsidiary in Vietnam to expand solar rooftop business. HENG sees record high NP this year […]
Read More →CHAYO sets 25% revenue growth target this year, to acquire Bt10-16b bad debt, boosting port to >Bt100b, mulls 1 M&A in 2Q, Bt3b capex. Comment: That doesn’t quite make sense, they’ve never been able to acquire that amount of bad debt in the history of the company nor do they have the balance sheet capable […]
Read More →ADVANC said testing of 5G CA (carrier aggression) tech on its full bandwidth of 100MHz in the band of 2600MHz and 1200MHz of the 26 GHz band has achieved 5G download speeds of 22.01 gigabits per sec (Gbps) and max upload speeds of 4.4 Gbps, representing a global first. BRI revealed FY23 launch plan total […]
Read More →AAV targets FY23 passenger reach pre-Covid level at 20m, +100% from 10m in FY22, expects cabin factor within 87-88% vs 81% FY22, 20% air fare hike, fuel surcharge to boost revenue. Comment: By 4Q23 they’ll comfortably be pack, now it’s just a question of getting the same number of planes up in the air. BAM […]
Read More →A mini random thought that will be fleshed out later…btw join us on Telegram link (https://t.me/thaicapitalist) we’ve been having fun chatting about ideas & what’s going on in the market (jmart/singer/wph/prm/royalty… *grin*) Where are the markets today 2020 – lockdown 2021 – reopening for the Western Markets 2022 – 1H22 – Ukraine/Russia, 2H22 Asia finally […]
Read More →Notable Transactions Still a quiet week, the fun should start in the first week of March once all earnings are done Buy(s) THB 29 mn Sell(s) THB 82 mn
Read More →Week 20/02 – 24/02 acb.vn, baf.vn, bcg.vn, bwe.vn, dgw.vn, dxg.vn, hvn.vn, mwg.vn, nvl.vn, pnj.vn, vhm.vn, vic.vn Corporate ACB VN: Dragon Capital bought a total of 4 mn ACB shares through member funds, bringing the total number of shares held to 272.3 mn shares, equivalent to the ownership rate at ACB of 8.06%. BAF VN: approved […]
Read More →COM7 sets 15% revenue growth target this year, 200 new branches, expanding retail business and pet shops, starting in March with 10-20 branches p.a. ERW sees 80% rise in bookings, with booming tourism and domestic travel subsidy to boost revenue growth this year to 45% with >40% OCC growth to 75-80%, sets Bt1.6b capex for […]
Read More →AOT: LCC, Nok air, adds Bkk-Hyderabad route, offering 3 weekly flights from Feb 21, steps up to 4 from Mar 26, sees strong demand from Indian travelers. Comment: Yes that’s right Thailand is going to be the destination between China and Indian, it’ll overtake Malaysia as the Chindian capital CHASE: Ton Poh Fund raised holding […]
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