IMPACT: sky entrance & pink line monorail feeder to conventional center on track to cod in May, expect traffic & OCC rate jump in fiscal yr 2025 (start Apr 25). Comment: It’ll benefit more them more than the market is forecasting. MINT targets high single digit revenue growth supported by existing hotels network, tailwind from […]
Read More →IMPACT reported 90% completion of Sky Entrance project, scheduled to finish in Feb, aligning with anticipated opening of Pink line skytrain extension in May-June 2025, expects significant traffic increase from transport integration, attract more exhibitors & visitors to exhibition center. Comment: I was just there, it is nearly finished, and they are definitely going to […]
Read More →BEM: strike deal w/ expressway authority (EXAT) to invest in 17km 4-lane double-decker highway worth Bt 35b in exchange of concession extension for expressway stage 1 & 2 for 22 year & 5 month, will sign contract this year. Comment: Great for BEM…Thailand could of course simply take these concessions back…what’s the risk..the asset isn’t […]
Read More →ARIN: local fund, BBLAM, purged entire holding 15.3312% to ex-Labour Minister, Suchart Chomklin, on Oct 11. Comment: Compliance should be asking questions about this… CENTEL anticipates 2H turnaround on absence of expense on opening Centara Grand Osaka, relief margin pressure on F&B unit from lower food costs, positive OCC momentum via TH & Maldives hotels […]
Read More →AIE reaffirms solid turnaround 3Q from recovery biodiesel sales volume on easing travel restriction, expects positive momentum 4Q from demand for fuels on holiday season, improved vegetable oil sales vol on reopen of F&B, higher export volume of raw glycerine to India & China for food, pharma, cosmetic production. Comment: Am curious to see how […]
Read More →CENTEL sets Bt10,400m 3-year capex for hotel, food and other investment, to open Phuket hotel for travel bubble program there from July 1. Comment: They’re going to capture the market share. CRC cuts FY21 revenue growth target to 10-11% from 10-12%, scale back CAPEX by 10-15% from Bt16-18b, delay 3 malls launch including Robinson Lifestyle […]
Read More →BCH: mulls petition for additional 10k SSO patients quota, roll out One Day Surgery (ODS) service to boost traffic and margins, will cod 2 new hospitals January 1,21 (Vientiane in Laos and Prachinburi), sees less capex next year, eyes 10-15% revenue growth target. DELTA, BAM and COM7 are expected to be added to SET50 for […]
Read More →Effective at the close of Fri (Jun 19). FTSE SET Large Cap index: +CRC & DIF FTSE SET Mid Cap index: +ACE, BAM, IMPACT, LH, MINT, TQM
Read More →CENTEL firms on Bt28.188b 3 years capex, sees stronger 2H on seasonal F&B and Hotel business. Comment: CENTEL vs MINT take your pick for the next 3-5 years. COM7 upbeats 3Q earnings from larger stores network on BTS stations and contribution from revenue sharing via Kerry Express operating at COM7’s 20 outlets. Comment: Well that’s […]
Read More →BANGKOK, July 3, 2017 – (ACN Newswire) – Paul Kanjanapas, Managing Director of IMPACT Exhibition Management Co., Ltd, as the Property Manager of IMPACT growth REIT (SET:IMPACT), discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: 2016 was a difficult period for most businesses, how has IMPACT fared? During the first half of 2016 […]
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