CPAXT relists today, post amalgamation, but under original ticker. No ceiling/floor caps. Comment: Yawn… GULF shareholders meeting to approve merger with INTUCH today. Comment: Of course it’s going ahead, this just helps GULF’s stretched balance sheet… NRF to open 4,000 sq.m. Asian supermarket, Bamboo Mart, in Victoria Parade LDN, will add 1 more in LDN’s […]
Read More →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 →AAV will resume BKK (DMK) – Sydney route, offering 6 flights weekly effective Dec 1, adds Fly Thru option on connecting flights out of BKK to Phuket, Chiang Mai, Krabi & internationally to Danang, Chennai, Bangalore & Ahmedabad, will also increase weekly flights to Tokyo to 18, Osaka 14, Sapporo 7, Nagoya 3, Seoul 14 […]
Read More →BLAND: anticipates traffic & occupancy rate at IMPACT exhibition center accelerate next year aft Pink line monorail extension completed in 2H25, mulls develop mixed-use project to boost growth. Comment: This muang thong property…it’s just impressive what’s being achieved….it’s just unimpressive how long it has taken. CPAXT: CPALL will buy CPAXT shares from shareholders who vote […]
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 →AOT: HK Express will launch new route from HK to BKK (DMK) effective Apr 25 in addition to flights to BKK (SIA), Phuket, & Chiang Mai. Comment: Don’t discount the upside…the numbers are just going to continue astounding and I’m feeling rather certain that Thailand will hit another infra bottleneck within the next decade for […]
Read More →AOT sets Bt6.66b to revamp 3 airports transferred from Department of Airport including Buriram, Krabi & U-don-Thani, will officially operate from 3Q24 (Apr-Jun). Comment: You won’t recognise these airports after they’re done. I’ve seen the improvements in some of the recently done airports, it’s just great. ADVANC is in talks with OR and a digital […]
Read More →AMATA maintains 200 acres industrial land sales in 4Q23F, keeps 680 acres FY target, Bt10.6bn backlog and highlight that it expects more FDI in Thailand and Vietnam to drive earnings next year. Comment: Compared to WHA they’re still rubbish…but they’ll naturally benefit from the incoming FDI into Thailand. AOT’s president urges Ministry of Finance and […]
Read More →AOT said flight schedule at 6 of its airports during winter rose 20.32%, sees continued growth in Chinese arrivals to 16% of overall next year from 12.9% current, while it’s normal to see Chinese carriers returning flight slots in Nov 23 – Mar 24, while Bt30/pax rise in PSC should bring in additional Bt3.6b rev […]
Read More →AOT: Scandinavian Airlines (SAS) launched direct flight from Copenhagen to BKK for winter schedule (Oct 30 till Apr 2, 24), the first direct flight after suspended for 10 years. Comment: They didn’t make money the first time around, so they will now? CPAXT plans to invest Bt25-27b in FY24 to expand Makro wholesale, Lotus’s grocery, […]
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