CRC plans to allocate higher marketing budget for equity and sustainable campaigns, shifting from price promotion, after latest initiative raised >Bt2.5m for Cardiac Children Foundation on TH. Comment: Can we drop the use of the word “sustainable”, what on earth is a sustainable marketing campaign? LEO sees solid 4Q on revenue recognitions from various new […]
Read More →ITC reaffirms double digits revenue growth in 2Q supported by OEM pet food sales for private label clients, mulls revise up FY revenue growth from current 15% aft 2QW results. Comment: Function of base comp… LANNA sees mediocre 2Q as coal price shrink on seasonal, improved operation from ethanol unit to provide cushion. LEO signed […]
Read More →AOT’s firm on solid 2H24 (April – Sept), pax at 6 airports to exceed 120m target, sets 140m target next year, pre-covid level, mulls seeking board approval for interim dividend, while bids for 3rd ground operators to start in Jul, with AOTGA to participate, sees Bt2-3b revenue from 3rd phase expansion at Donmuang to cater […]
Read More →AWC collabs with Isetan Mitsukoshi Holding to open hi-end supermarket & food hall at One Bangkok mixed-use project. CIVIL anticipates positive earnings momentum carry thru 2H, supported by transfer of 5 construction project total Bt3.3b, Bt22.243b backlog pending to realize, mulls bidding public & private project total Bt4b later this year. Comment: That’s a decent […]
Read More →CENTEL sees 16% growth in bookings in 1Q at 77% OCC, solid momentum boosted by Goverment’s Maha Songkran Festival in April. Comment: Tourism is going to continue going to the moon. You don’t realise that Thailand is the future Chinindian capital of the world EPG sees solid 4Q24 (ending Mar 24) on higher sales in […]
Read More →AU sets Bt127m capex this year for 12 new branches, including 1st in Cambodia, sets 10-15% revenue growth target. Comment: Now this interesting….Trading at THB 300mn/store (off the top of my head don’t quote me), and capex/store is THB 10 mn CPN said progress in 5 mix-used projects and business expansion in Vietnam to help […]
Read More →ADVANC completed successful testing of 5G standalone (5G SA) roaming with Deutsche Telekom Global Carrier & T-Mobile, completing 5G SA roaming btw the US and Switzerland and the US and Thailand. ARIN: local fund, KKPAM, purged entire holding 21.6666% on Dec 8. Comment: News appears to be misleading here, it’s most likely a transfer from […]
Read More →BGC in talk JV packaging partner, seeks to branch out from glass containers, plastic packaging and label to other types of packaging, finalize deal by end of Feb. CPN cods 93k sq.m. mall project, Central Westville Ratchapruek. Comment: The retail cookie munssster LEO’s board approved US$1m investment in LogiCam to expand shipping business between Thailand […]
Read More →AOT’s offering discount campaign for airlines (commercial/charter) who able to add on extra int’l flights aside from current allocated flight slots to 6 airports under AOT mgt, Bt175 landing fee discount will be given for every 1 additional increase passenger, reduction will be given up to 75% of landing fee for that extra flight, prog […]
Read More →AOT: Civil Aviation Authority (CAAT) affirms readiness of DMK airport to accommodate high season, handling capacity 57 flights/hr. able to cope with increased flight slots. Comment: The issue isn’t in TH, the issue is that China is isolating itself and making life difficult for citizens to easily fly overseas, and that incredible India doesn’t have […]
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