Alpha Chartered Energy emerged as #4 top holder in BCP at 7.1426%, after buying 4.5687% or 62.9m shares from Capital Asia Investments on Mar 19. Comment: Yeah they’re just swapping shares amongst the same people – there’s a funny money game going on here. BGRIM reports cod-ed of 14mw solar project in Japan on Mar […]
Read More →BANPU’s preparing two gas-fired power plants in the US to capitalize on an upward trend in forward power price within the Texas market, which are expected to nearly double in 2025. BCP: Capital Asia Investments cuts holding by 9% to 4.8612% on Mar 5. Comment: Yes – but it’s been switched between the same parties. […]
Read More →BCP: 123.9m shares (9% of outstanding) crossed yesterday after market shut @ Bt36.57, 5% discount from close price, valued at Bt4.5b. Comment: This is a despicable act for the country…these “new investors” have fleeced the country DELTA said solid 1Q25 to help achieve double digit growth in FY25, new solutions to cater for rising demand […]
Read More →ADVICE sees 1Q25 sales +13-14% yoy driven by smart phone sales & Apple products on the back of Easy e-Receipt shopping tax rebate stimulus, robust MacBook Air sales during Thai Mobile Expo event, household solar solutions business debut in Feb open room for growth, eyes 20% FY25 revenue growth target. Comment: Why is this the […]
Read More →BCP board approves plan to tender for the remaining 631.859m share of BSRC via share swap, 6.5 to 1 new BCP share, before delisting. From yesterday closing price at Bt4.94 and Bt36.5 for BSRC and BCP, the former looks cheap. Comment: Well that’s interesting…. SC to rebrand and diversify into non-property business next year, as […]
Read More →AOT’s expected to report after close Bt5.75b 1Q25 (ending Dec24), +23% yoy, on recovery in passenger and flight volumes. ATP30 eyes 10% FY25 revenue growth target driven by larger shuttle fleet clients base yoy, to branch out from industrial clients to tourism sector to diversify earnings, expand sector covers, mulls expand fleet size to 760 […]
Read More →AOT upbeats 1H earnings (Oct24 – Mar 25) from higher flight slots for winter schedule thru 6 airports under mgt at 370,239 flights +22.1% yoy (int’l 222,780 flights +33.1% yoy; domestic 147,459 flights +8.5% yoy), higher revenue from PSC aft raised international passenger to Bt730 from Bt700 & Bt130 from Bt100 for domestic since Apr […]
Read More →BCP to collect a large amount of used cooking oil for use as a raw mat for its commercial production of sustainable aviation fuel (SAF) next year. EGCO expects its share purchase of US-based Apex Clean Energy Hld to increase its renewable power proportion to 30% by 2030 as it seeks to promote clean energy. […]
Read More →AOT’s winter flight schedule, starting today, sees 25.8% increase in flights yoy, boosting passengers up by 26.7%, 3rd runway is up aft cod-ed in September. Comment: There’s no stopping the tourism train to Thailand. AU reaffirms big jump 3Q following debut After You butter bun at 7-11, mulls adding more flavors aft recovered positive feedback, […]
Read More →BBL is expected to benefit from jump start investment and global recovery as overseas loans account for 26% of loan book, 28% of total loan came large corporate clients while working cap loans account for 44% of total loans should enjoy positive impact from economic recovery. Comment: It is fascinating to see that BBL arguably […]
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