AMA: Labour Minister, Phipat Ratchakitprakarn, cuts holding by 2.8962% to 3.9156% on Dec 12. AP acquires residential developer, Nayara Sukhumvit, from Narai Property for Bt56m, will hold 99.98% of co., post transaction. BE8 forms jv with TIPH, Horixon T8, to provide tech services to Dhipaya Group holding in insurance industry and expand services to other […]
Read More →AOT mulls revising up passenger service charges (PSC) both domestic & international from current Bt130 & Bt730/passenger at 6 airports under management, expects to open bid for Suvarnabhumi cargo and East terminal expansion by end of 1Q25. Comment: And there’s no reason why they won’t do it…just more and more cashflow straight to the bottom […]
Read More →BBL: 3Q net profit @ Bt12.47b, +9.9% yoy, beats Bt11.44b consensus, thanks to better than expected NIM, investment gains and strong non-NII recovery, lower LLP qoq. Comment: Balance sheet is average still…but if BBL is struggling…just imagine how everyone else is doing… CRD sees strong 4Q driven by waste collection biz in Chiang Mai and […]
Read More →BCP: SSO raised holding by 0.1418% to 15.0493% on Jul 2. MAGURO mulls adding 11 branches in 2H aft opened 3 outlets early this year, targets key cities to capture int’l travelers. Comment: Let’s see if MAGURO becomes a decent ZEN play part 2 MINT reported Bt8b sustainability-linked bonds, paying 3.24% & 3.5% on 5 […]
Read More →Notable Transactions Buy(s) THB 582 mn Sell(s) THB 133 mn
Read More →Notable Transactions Buy(s) THB 334 mn Sell(s) THB 89 mn
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 →