AOT sees FY20 turnaround from higher contribution of new duty free concession kick-off September 20, pick up counter concession at SIA and DMK airport to announce winner January 27,20, seeks to expand non-aero revenue to balance revenue mixed. Comment: Their business should be focused upon improving efficiencies further at the airport BCPG sets next year EBITDA […]
Read More →AMATA sees solid 4Q after closing deal to sell 200 rai of land, but admitting FY19 land sales will miss. Comment: And Vietnam isn’t performing either, infact nothing has performed for AMATA despite the share price increase over the past 3 years CENTEL: Centara Grand hotel at Central World kick-off food delivery service via Grab […]
Read More →BTS is spending >Bt10b to develop a mixed-use projects on 200 rai along Bang Na-Trat Rd near Thana City, to capitalise on light rail transit (LRT) expected to start construction next year. Comment: The new cookie munster in Thailand. Just taking everything on sale in Thailand and the region. CENTEL signs contract KMA Group to […]
Read More →CENTEL firms on Bt28.188b 3 years capex, sees stronger 2H on seasonal F&B and Hotel business. Comment: CENTEL vs MINT take your pick for the next 3-5 years. COM7 upbeats 3Q earnings from larger stores network on BTS stations and contribution from revenue sharing via Kerry Express operating at COM7’s 20 outlets. Comment: Well that’s […]
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 →Central Plaza Hotel PCL (SET:CENTEL) Senior Vice President of Finance, Khun Ronnachit Mahattanapreut discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Given the challenging environment of 2018, how was CENTEL’s performance? CENTEL: Our group has two businesses, the hotel and the food business. Within the hotel business, we own […]
Read More →AP kick-off transfer of upscale condo projects, Rhythm Ekkamaii estate, 32 storey 326 units. Comment: And let’s see how things progress from April onwards. I suspect that there won’t be much of a demand drop. BJCHI sees turnaround this year with Bt2b revenue, +100% yoy, on realizing Bt1.9b backlog, to bid for 7 projects worth […]
Read More →ASAP ASAP insists that it will not increase capital, even though D/E ratio is high. The jump in interest expense pushed share price down, but it said this is the nature of a leasing company. It says customers trust it and banks provide support. It is studying the issue of debentures of a minimum of […]
Read More →Property limits So there’s been noise in the market over the past few months with the BOT first coming out saying that they want to stop the search for yield characteristics in the property market. And on Friday it was announced that the below regulations will come into effect by 1 April 2019. Property price […]
Read More →AAV AAV expects earnings to grow in 4Q18. It will add new routes to Vietnam, China, India, ASEAN, India and Indochina. It plans to add flights in the densely populated routes. (Thun Hoon, 21/9/18) BDMS CFO of BDMS expects revenue growth of 10% this year from Bt77bn, supported by an increase in Thai and foreign […]
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