ANAN mulls 5 new remedy options for Ashton Asoke for court consideration. Comment: The CEO & Board should be sued by shareholders, they lied pre-covid that this issue was resolved. DMT reaffirms 30% FY revenue growth target driven by strong tollway traffic, target FY average daily traffic >110k trips/day. BCP board approved Bt9.30-Bt9.70/share for ESSO […]
Read More →BCP: SSO raised holding by 0.1067% to 15.093% on Jul 10. Comment: Great time to exit. BH firms on double digit revenue growth target, supported by high seasonal 3Q, sets Bt4.3b capex for 150 beds Phuket’s boutique hospital to cod in 2025. ERW sees 3Q OCC ex-Hop Inn steady from 2Q at 80%, ADR higher […]
Read More →AP sees Apr-May presales at Bt7.8b, lifts 5M presales to Bt18b, account for 32% of Bt58b full year target +15% yoy. BTS is optimistic on getting Bt20b overdue payment from BMA after BKK Governor prepares to seek approval from board in early Jul. Comment: It is legally owned to BTS…the BMA has to pay up. […]
Read More →AGE: credit rating upgrade to BBB- from BB+, outlook stable at TRIS rating. Comment: Wait didn’t stark have a credit rating of BBB+? Love you TRIS EA keeps 50% revenue growth target this year to Bt40b, firms on delivery plan of 4K EVs this year, in talks with ASEAN over EV bus exports, and boost […]
Read More →AOT to speed up its Bt100b expansions at Suvarnabhumi and Donmuang airports to support 95m passengers p.a. Comment: AOT’s management is doing the right thing with this. BGRIM’s renewable unit, reNIKOLA (BGRIM Malaysia 45% interest) has acquired 100% in BGMCSB & ISSB which operate 2 solar projects combined 90mw capacity, as a result BGRIM Malaysia […]
Read More →AP’s 1Q presale reached Bt11b, Bt41.4b backlog, sees momentum into 2Q with 17 projects worth Bt22.1b. BCP to expand its energy logistics business thru its unit, BKK Fuel Pipeline and Logistics (BFPL), to provide oil transport services thru pipelines. Comment: Where pump? Let’s see after 1Q earnings, the market is looking weak. BGRIM debuts 1st […]
Read More →ASEFA announced buyback up to 17m shares account for 3.09% of paid-up under Bt70m budget for 6 months period from March 1 until end of Aug. Comment: That’s odd, not sure why, valuations don’t look unreseaonable. BVG: automates motor claims platform & software solutions, Blueventure Group, debuts IPO 157.5m shares @ Bt 3.85, KGI leads […]
Read More →ALL will make partial payment of bond interest due, account for 20% of interest amount due on Monday to avoid default. Comment: They are bankrupt, this is just technical bs BAFS reaffirms big jump this year from strong jet refueling service rev on improved traffic, sees positive momentum carry thru 2Q on tight summer flight […]
Read More →CBG: mulls tap in premium energy drink segment, sees mass market consumers switched to premium products from narrower price difference, adding 2 new energy drink formulas & 1 functional drink in 4Q to boost sales. Comment: CBG has taken OSP out back and beaten it with a stick. EGCO: submitted bidding for 5k mw renewable […]
Read More →AKR sees 1Q transformer sales +20% yoy driven by renewable & EV chargers expansion, aims to secure 10-15% of Bt2.5b current bidding, target 20-25% revenue growth this year. CPF to list CP Vietnam in Vietnam. CPV generates Bt60-70b revenue p.a., or 20% of revenue, spinning off wud help raise fund for Bt10b chicken complex in […]
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