AAV: mulls introducing new regional routes to spur intra-Asean travel, in talk with ministers for possibility to add Jakarta- Hua-Hin route. Comment: Retail investors are more interested in the picture of the Bitkub fellow and Tony from AirAsia that floated around social media over the past few days. GTB: wins contract to supply fire tube […]
Read More →AS launches new game, Real Yulgang mobile, in TH & Cabal M in Philippines, eyes 15-20% revenue growth target. ILINK sees solid 3Q on seasonal for cable and fiber optic with additional new clients, keeps Bt6b revenue target this year. Comment: Basically all the projects that were supposed to have won 3-4 years ago are […]
Read More →Notable Transactions Buy(s) THB 53 mn KKP – The buyer is regarded as one of the best thinkers/analysts in the country. And he’s chairman of the excom. Sell(s) THB 359 mn ILINK/ITEL – The founders sold a stake to a fund, commented on this already…
Read More →AGE branches out from coal sales & bulk transport to container logistics business, aims to revamp pier, warehouse and truck to utilize existing resources, maintaining Bt11b FY21 revenue target. Comment: Inventory gains = massive profits, that’s the story for AGE. BCH reaffirms solid 2Q while 3rd wave of covid will boost 3Q, supported by 900K […]
Read More →CGD: major holder, Tommy Taechaubol, cuts holding by 0.8952% to 4.7957% of total outstanding on Monday CPW in talk to buy mobile retailer, IBIZ Plus, expects to spend less than Bt1b on deal, plans to wrap up within Oct, firms on 20% revenue growth target. DREIT reports net loss Bt56m vs Bt26m np 2Q20, pays […]
Read More →BCPG signs PPA 600MW wind PP in Laos to Vietnam Electricity Auth, expected COD in 2025. CFRESH upbeats 2H earnings from improving frozen shrimps export vol to EU, US, JPN, CAD on reopening, 100% utilization rate from 200ktpa production capacity, tailwind from higher THB revenue as export sales contributed 90% of total sales. III mulls […]
Read More →CRC’s grocery unit, Central Food Retail, signs up for shopping e-voucher rebate stimulus. Comment: The capital will flow to the big boys. HTECH upbeats outlook from strong HDD exports volume thanks to demand from cloud service, IoT, Data Center, mulls tapping into EV to utilize expertise in cutting tools for high-precision parts. Comment: It’s a […]
Read More →FPT sets Bt15b capex to expand rental warehouse, target 4m sq.m. by FY26, mulls selling assets total Bt1b into REIT, finalize plan in September, firms on Bt20b revenue target this year. GLOCON’s firm on 37% revenue growth target to Bt2,114m, with 60% from food business, with plan to launch plant-based protein in sale at Lotus […]
Read More →ANAN inked deal with local crypto broker (Bitkub), allowing property buyers to make purchase with crypto via Bitkup wallet. Comment: More positive for Bitkub than for ANAN BPP to start recognizing Bt220-250m p.a. revenue from its 13.4% stake in the Nakoso IGCC PP from 2Q21, on track to expand investment in the US, China, Japan […]
Read More →ADVANC keeps 2-5% revenue growth target this year, sees benefit from 5G, helping healthcare sector to weather the covid storm Finance Ministry extends jet fuel tax cut to Bt0.20/liter from the April 30 expiration to December 31, positive to AAV, BA and AOT. ILINK reaffirms solid 1H earnings from strong network installations rev supported by […]
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