BGC sees 3Q turnaround on jump start bottles & containers restocking ahead of holiday season, recovery consumption on the back of cash handout stimulus, lower energy costs and soda ash price boost margin. Comment: Up and down….at the end of the day there isn’t much overall volume growth in the industry. CPAXT will relist under […]
Read More →BDMS signed MOU with Russia’s largest private healthcare provider, MEDSI, to enhance medical marketing, operations collaboration and medical tourism. Comment: Thailand is the #1 playground to play a fool and get healthy again. CIVIL wins project from Highway Dept valued at Bt699.57m. BAFS keeps 5b ltr FY jet refueling volume, estimate average daily volume exceed […]
Read More →AAI revised up FY margin to 21% vs 17% previous guidance, supported by robust growth from PET food sales, sets Bt430m capex to expand warehouse & packaging unit, firms on Bt6.5b FY revenue target. Comment: Minting it, supply of flights in the skies still below 2019 levels. CHAYO allots Bt1.5b budget to acquire bad debts […]
Read More →BTG’s subsidiary, Betagro Food, acquires HK listed Eggriculture to gain exposure on fresh egg & egg products distribution in Spore. CIVIL signed construction contract for Huai Chalom reservoir project valued at Bt711.7m. COM7 changed the period for ending share repurchase program from original date of Jul 1 to Dec 31, revised to Jul 1 to […]
Read More →AWC collabs with Isetan Mitsukoshi Holding to open hi-end supermarket & food hall at One Bangkok mixed-use project. CIVIL anticipates positive earnings momentum carry thru 2H, supported by transfer of 5 construction project total Bt3.3b, Bt22.243b backlog pending to realize, mulls bidding public & private project total Bt4b later this year. Comment: That’s a decent […]
Read More →BA plans to buy new aircrafts as travel rebounds. It operated 24 airplanes at eo-2023, down from 35 a year earlier, expects pax revenue to rise to Bt17.8b from Bt15b last year. Comment: Please don’t buy a boeing like Thai airways… CENTEL’s 6 property on track to cod this year, 3 in TH including Centara […]
Read More →CIVIL upbeats 4Q earnings from Bt1.38b highway project transfer to Department of Highway, Bt23.92b backlog assures earnings visibility. COTTO: 3Qnp @ Bt210m, +55% yoy, thanks to lower energy costs for tiles & building material production, sales +4% yoy, board approved investment in production line of stone plastic composite (SPC) capacity 1.8m sq.m. p.a. at Hinkong […]
Read More →AMARIN: co., name changed to Amarin Corp, ticker unchanged, effective today. ASIAN and its unit, AAI, are ready to move production base to Vietnam or Philippines if new government raises minimum wage to Bt450. Comment: This is a convenient excuse for the company to invest overseas. It’ll be more to do with FTA’s from the […]
Read More →GRAND: BTS raised holding by 0.059% to 15.0505% on Apr 26. Comment: Everyone’s known that GRAND was cheap and waiting for a new shareholder/management team to do something with it. I don’t think BTS group is the answer, but the stock could pump…. JMART: board approved share buyback up to 16m shares (1.1% of paid […]
Read More →Chief of ADVANC’s pushing the NBTC to decide whether to approve or decline the TRUE-DTAC mega merger, noting that the agency has the legal authority to do so. Comment: The NBTC is having a field day collecting payments from all the groups. AQUA in collab with THR, a unit of THG, opens the Hills Rehab […]
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