AOT to speed up its Bt100b expansions at Suvarnabhumi and Donmuang airports to support 95m passengers p.a. Comment: AOT’s management is doing the right thing with this. BGRIM’s renewable unit, reNIKOLA (BGRIM Malaysia 45% interest) has acquired 100% in BGMCSB & ISSB which operate 2 solar projects combined 90mw capacity, as a result BGRIM Malaysia […]
Read More →DELTA’s shareholders approved par split from Bt1.00 to Bt0.10, pending SET’s announcement on the date. Comment: And boom? Normally that’s the case, lets see this time around. FTI sets >20% sale growth t/g this year, on rising demand for water purifiers and filters, mulls new products and branches. GULF eyes few M&A in the US […]
Read More →NBTC may drag ADVANC’s proposal to buy 3BB till end of year, after setting up sub-committee and planning hearing, Tabloid. Comment: Why? Someone else needs to be paid off? BM sets Bt1.6b record rev t/g this year, +20% yoy, on solid 1Q, with Bt500-600m backlog to be realized, in talks with large potential Chinese client […]
Read More →ACE reaffirms 1K MW capacity target after signing PPA on 18 community PP, eyes bid in 2nd phase, mulls 24 alternative energy projects and M&A. BCH sees >80K foreign patients and >1m SSO’s this year, sets Bt13b revenue target. SET’s warned investors to be extra careful in trading in DELTA, after reaching all time high […]
Read More →ADVANC said testing of 5G CA (carrier aggression) tech on its full bandwidth of 100MHz in the band of 2600MHz and 1200MHz of the 26 GHz band has achieved 5G download speeds of 22.01 gigabits per sec (Gbps) and max upload speeds of 4.4 Gbps, representing a global first. BRI revealed FY23 launch plan total […]
Read More →ARIP reaffirms solid turnaround this year driven by organizing events backlog total 17 projects worth Bt124m, tail wind from digital marketing, creative content & e-learning solution to boost growth, eyes 30% FY revenue growth target. Comment: I do wonder about this industry, obvious tailwind, not sure if the local players can do as well as […]
Read More →ALLA in talk with oversea partner to invest in recycled paper packaging business, aims to utilize expertise from industrial machineries, will finalize deal this year. BBL upbeats 1Q loan growth, sees surging credit demand from corp & SME for working cap & business expansions. CRC sets Bt150b 5-year capex in TH, VN, and IT, boosting […]
Read More →AAV plans to resume operation of 8 aircrafts that were idled during pandemic after advance booking have demonstrated strong momentum. Comment: A great sign for tourism and hopefully lower ticket prices ! AH upbeats 1Q earnings from delivery of Ford Ranger model change, higher OEM parts sales yoy from improved market. BA’s temporary suspended 2 […]
Read More →BAY target FY23 loan growth within 3-5% range after logged 3.1% last year, focus on ASEAN expansion to VN, Indonesia, Phil, offering ESG loan to Cambodia, Laos and TH, seen NIM in range of 3.3-3.5% vs 3.45% in FY22 while non-NII to be flat, FY23F NPL in range of 2.5-2.6% slightly higher than 2.32% last […]
Read More →ASK reported Bt15b new loan 5M22, driven by e-commerce, logistic, agricultural and tourism sectors, keeps Bt37b full year target, lifts loanbook to Bt66b by end of year. BAM and KTB, both held by FIDF, are allowed to set up a JV AMC. BAM’s in talks with 7 banks for such JV. Comment: Setting up an […]
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