ALL to launch 4 condo pjs worth Bt12.45b in 2H, confident of Bt7b presales this yr. BTS to officially cod Green line extension (North) Ladprao station on Aug 11, additional 4 stations (Phaholyothin 24, Ratchayothin, Sena, Kassetsart Uni) to cod in Dec, remaining 11 stations in FY20. Comment: And they’ve made another investment into a […]
Read More →AOT to announce winner of auction of duty-free contracts for provincial airports at 10am. Comment: It’s going to be fun! BAY’s Krungsri consumer suspends nano finance lending, Taokaetanjai program, sees NPLs accelerates. BDMS teams up Viriya insurance to provide health protection for upscale clients, seeks to add more insurance clients in portfolio. Comment: The government […]
Read More →AOT to open bidding envelop for Suvarnabhumi airport’s duty free and commercial area today, among contenders are King Power, BA and ROH. Comment: And by now we all know that King Power has own for Suvarnabhumi ASAP in deal with SCB to provide low interest rates for used-car HP at 2.79% during promo event at […]
Read More →BGRIM to COD 3 solar farm projects in Vietnam with 677MW capacity in June, confident of achieving 15-20% revenue growth target this year, eyes 2-3 SPP deals in Thailand by end of-3Q. BTS expects skytrain ridership +4-5% after cod Lat Phrao Intersection station (N9) next to Central Ladpral mall and TMB HQ in 3Q.Comment: I’ve […]
Read More →BTS rpts FY19 (eo-Mar) at Bt2.87b -35% yoy, topped Bt2.79b consensus. GUNKUL signs underground wiring pj worth Bt5.14b, lifts bcklog above Bt7b, eyes 30% rev grwth t/g. MINT in 2-day wait after it appealed with AOT to reconsider its bid to manage commercial activities in Suvarnabhumi airport, but insisted that its prospects have not change […]
Read More →BA SEC punishes top BA shareholders. The Securities and Exchange Commission (SEC) has imposed fines totaling Bt500mn against three major shareholders of SET-listed Bangkok Airways Plc (BA), including billionaire Prasert Prasarttong-Osoth, for share price manipulation. (Bangkok Post, 19/1/19) Comment: Isn’t it silly? Not the SEC, the founder(s) of BDMS and BA. Their official paper net […]
Read More →Notable Transactions Buy(s) THB 415mn APCO – The MD and wife buy ~3% of the company Sell(s) THB 123 mn BOL – Thats a big sale from one of the key person BTS – Just selling the warrants
Read More →ARROW ARROW added electrical conduit production capacity to handle the expected increase in big construction projects. It targets revenue growth of 10% next year and a widening in its net margin to 10%. (Thun Hoon, 12/12/18) BIZ BIZ targets sales growth of 10% next year. It targets sales from BIZGenes, its new business, to reach […]
Read More →ATP30 ATP30 expects revenue growth of 10% this year. The march toward an election will increase confidence in investment and bring it more customers. (Thun Hoon, 11/12/18) BGRIM BGRIM targets earnings growth of 16% next year to Bt42bn. Electricity production capacity will increase by 863MW next year. It has been looking into a 30MW wind […]
Read More →AAV AAV’s CEO plans to launch 10 new routes, nine international and one domestic. The company is targeting key potential markets such as China and India. (Thun Hoon, 7/12/18) Comment: They are just going to dominate the region with their lower costs. Again oil prices are key. BANPU BANPU is expanding its investment in a […]
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