ADVANC in 70:30 JV with SPI to set up Saha Advance Network (SAN) with Bt30m registered cap, offering fiber optic and ICT infra within SPI’s industrial estate and EEC area. AMA target to lift biodiesel transport revenue to 15% of total revenue from 11% last year, sees solid turnaround 2H from higher traffic from improving […]
Read More →AP reports 4M20 sales topped Bt8.33b, Bt4.93b backlog pending transfer, delay plans to add land bank, maintaining Bt33.5b FY20 presales target. Comment: That’s still decent. BAM reaffirms at least Bt1 dividend payout this year, sees recovery in 2H, plans to sell Bt3.3b worth of rehabbed assets. Inclusion into MSCI this Friday will see $58m inflows, […]
Read More →AWC, KTC, TOA are expected to be added to MSCI Global Standard to be announced May 12, tabloid. BA to resume domestic flights on May 15, starting with 2 flights to and from Samui daily. Comment: The samui monopoly (okok market leader) begins. BTS will increase trains frequency to avoid overcrowded on lockdown easing starts […]
Read More →AH sees better 2H frm higher auto-parts sales and consolidation of SGAH, boosting overall rev grwth to >10% t/g.Comment: That story is over and played out, the global automotive industry is struggling. BBL said its plan to cut deposit rates won’t hurt performance, firms on 3-4% loan grwth this yr, trades Bt2 XD Sept 4.Comment: […]
Read More →Ever since Bhumjaithai’s leader Anutin begun campaigning, we’ve said two things They’ll be the swing party Thailand will get roads and weed Why the roads? Easy he’s the owner of STEC Plc, why the weed? Well now I’m going to indulge myself in a mix between rumours, facts and my random thoughts and let you […]
Read More →BPP BPP is going to start commercial operation of 96.5 MW in 2018 and believes its operating capacity will reach 2,789MW in 2023. It plans to set a budget for merger and acquisition of power plants, focusing on renewable energy in Asia Pacific. It says capacity of Hongsa power plant is higher than expected. ( […]
Read More →BTS BTS targets 2019-21 revenue to grow by 25-30% on average from 2017, grounded in solid gains in its skytrain, advertising and real estate businesses. It will book an extraordinary gain of Bt2bn after completing the transfer of property, which it expects to finish in March 2018 . (Thun Hoon, 21/11/17) Comment: And if more […]
Read More →AAV AAV expects this year’s performance to be robust supported by strong tourism and route expansion. The company expects the number of passengers to reach 19.5 mn with load factor at 85-86%. It also looks to open a new route to Vietnam in June. (Thun Hoon, 30/05/17) Comment: Still the best airline operator in the […]
Read More →ABC ABC is talking to a prospective partner in China to provide WeChat Pay service in Thailand. It continues to improve its back office with the goal of improving its data management. It plans to develop an e-wallet application to meet the needs of the new generation. (Thun Hoon, 24/05/17) Comment: Not sure I would […]
Read More →AAV AAV plans to get six aircraft in 2017 to bring its fleet to 51. It will use the planes to expand its routes. It targets 19mn passengers next year. Its load factor is 84%. (Thun Hoon, 23/11/16) AJ AJ reported 9M16 profit growth of 349% YoY and expects 4Q16 to be good, backed by […]
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