BTS & BEM are expected to benefit from surging ridership on Blackpink concert this weekend Jan 7-8. Comment: News is reallllllllllllllllly lacking this first week back. CENTEL sees advance booking from Chinese travel agents accelerates ahead of China border reopens. Comment: Would be good to know what % this is of total bookings. EKH sees […]
Read More →AOT’s Mae Fah Luang-Chiang Rai International Airport will be closed until Wednesday after a Nok Air passenger jet skidded off the runway on Saturday night. COTTO hikes ceramic tiles & flooring products price by 1-2% on higher energy costs, expects 2H sales fairly even with 1H, sets Bt400m budgets for efficiency upgrade, jv overseas partners […]
Read More →BGRIM said 3,600MW LNG-to-Power in Vietnam may be included in the 8th Power Development in Vietnam, together with 2-3 more with 2,000-3,000MW. Comment: Just look at the power assets that BGRIM is gathering throughout Asia. DMT: Easy Pass smart card established by Express way authority (EXAT) able to access Don Muang tollway from April 23. […]
Read More →National Telecom (NT) is in talks with ADVANC for a partnership deal that would see ADVANC purchases 10MHz of bandwidth on the 700MHz spectrum range from NT. Comment: See there are still 3 telco players in Thailand. EKH anticipates solid 1Q from RT-PCR tests on resurgence of 5th wave, will cod elderly care home & […]
Read More →AOT: Civil Aviation Authority (CAAT) reports 27 airlines scheduled to land in Thailand during November 1-5 Nov, 15,230 passenger arrival on the first 5 days where 10,062 passenger straight to Phuket Comment: The YoY %’s are going to be YUGE! AWC: to open 248 rooms Marriot Courtyard Phuket on November 9. Comment: But they’ll open […]
Read More →BGC anticipates solid turnaround from bottling unit on recovery consumptions post reopening November 1, tailwind from holiday season, mulls diversify to total packaging solutions to balance revenue mixed. EKH may report 670% jump in 3Q21 profit, boosted by windfall from field hospital and vaccination services for both private and public sectors, while reopening from November […]
Read More →AMANAH sees marginal impact from lockdown as majority of hire-purchase services are outside Bangkok & vicinity EKH expects ATH profit 3Q from higher average Covid test at 200-300 cases/day, 400 IPD beds & 200 from field hospital fully occupied, tailwind from Sinopharm jab service & 1 hospitel, sees upside from arrival of Moderna alternative vaccine […]
Read More →AAV: local fund, KASSET, raised holding by 0.2642% to 5.0528% of total outstanding on Tuesday. Comment: I still wonder about who this mysterious saviour investor is to AAV. ATTA said a spike in new cases in Thailand and other Asian countries is leaving little hope of reviving the short-haul market this year despite the country […]
Read More →Notable Transactions Buy(s) THB 7.3 bn OSP – Left pocket right pocket, though I think the seller is probably going to build a massive art gallery after receiving this pile of cash. MJD – Largest shareholder in the family here takes another ~3% of the shares, way below market price. JMART – And boom the […]
Read More →EKH mulls opening Cannabis medical clinic, in operation next year. Comment: This nation will never have another fight, everyone will be too relaxed and stoned. GUNKUL’s got credit upgraded by Fitch from BBB to BBB+, while subordinated debt rating to BBB from BBB-, reflecting higher cashflows from PP business. MBK’s 6.068m new shares from conversion […]
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