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 , […]
Read More →ACE signed 20mw community solar PPA with Provincial Electricity Authority (PEA), scheduled to cod in 2027. Comment: All these clown ESG renewable stocks that sucked the cash out of our pockets are declining rather rapidly… AQUA’s subsidiary, TCDC, signed a 7 years warehouse lease contract with Unilever, expects to generate Bt1.672b income stream during contract. […]
Read More →BGRIM sees 2Q margin continue to expand, supported by lower natural gas price, revenue recognition from 2 power plants (Ang Thong 2 & 3) combined 280mw, in talks 3-5 partners to jointly develop data center, expects to finalize deal this year. Comment: The cost of energy is no longer and an issue and governments are […]
Read More →GULF: signed a 25-year PPA with Electricity Authority (EGAT) for the development of 59mw solar farms, scheduled cod in 2026. Comment: Is someone going to start asking the question “how is gulf going to fund all these projects given their balance sheet?” MTC: anticipate 2Q turnaround as credit demand accelerate ahead of school term start, […]
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