ADVICE sees 1Q25 sales +13-14% yoy driven by smart phone sales & Apple products on the back of Easy e-Receipt shopping tax rebate stimulus, robust MacBook Air sales during Thai Mobile Expo event, household solar solutions business debut in Feb open room for growth, eyes 20% FY25 revenue growth target. Comment: Why is this the […]
Read More →COM7 acquires EV rental & leasing operator, EV7, for Bt40m. Comment: Well…ok. GULF: Gulf Development, a new co., from amalgamation with INTUCH, tradable from Apr 3. Comment: la la la – remember what this means is that MOSHI to be added to SET100 index effective Feb 27, replace outgoing BSRC as freefloat fell below 20%, […]
Read More →AOT: Lufthansa extends A380 flights from Munich to BKK until Apr 29 to accommodate strong passenger booking during Songkran Fest Apr 13-15 & Easter holiday in Europe (Apr 20). EGCO reported 640mw Yunlin offshore windfarm in Taiwan now fully operational, estimate Bt2b p.a. income generating from 26.56% interest in the project (170mw) over the first […]
Read More →Thailand, it’s the playground of Asia, and as THE playground of Asia it’s been missing a legitimate casino. Over the past few months there have been rumours and murmings about the casino project in Thailand, and similar to what I did with the cannabis plays, That Sweet Weed, here’s a random list of Thai companies […]
Read More →CK announced buyback up to 130m shares (7.67% of paid-up) under Bt3b budget from Dec 2 till Jun 1, 2025. Comment: It’s been a while since there’s been a sharebuyback announcement by any listed co’s CPN allotted Bt1b to expand additional 20k sq.m. at Central Phuket Floresta for luxury brands as part of transformation to […]
Read More →GULF: INTUCH amalgamation deal to complete early 2Q25, sets Bt70b capex plan over next 5 years on new power project that already won license for construction as well as M&A on overseas power & natural gas project, new data center & private cloud solution (Google Distributed Cloud air-gapped) on track to cod in Apr 2025 […]
Read More →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 →AOT’s winter flight schedule, starting today, sees 25.8% increase in flights yoy, boosting passengers up by 26.7%, 3rd runway is up aft cod-ed in September. Comment: There’s no stopping the tourism train to Thailand. AU reaffirms big jump 3Q following debut After You butter bun at 7-11, mulls adding more flavors aft recovered positive feedback, […]
Read More →BA reactivates codeshare agreement with British Airways for flights to Thailand & Cambodia, allows BA’s customers to book single ticket from LDN via BKK to 5 hotspots: Samui, Chiang Mai, Phuket, Phnom Penh, Siem Reap, LDN Gatwick to BKK will return on Oct 28, 3 times weekly to SIA and will increase to 5 weekly […]
Read More →BEM mulls opening talk with State Railway on Orange line fare agreement, veto fare cut for 10 years from cod as company, exposes to risk on fluctuation of ridership traffic plus rev sharing to SRT. GULF acquires 35% stake in 540mw Burapa Power for Bt120m, scheduled to cod in 2027. Comment: They needdddd cashhhhhh , […]
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