MINT forms venture co with JPN partner, Royal Holding, to develop 21 lux hotels in JPN by 2035. Comment: Active again…what am I missing here? It does feel like its picking up. OSP is expected to report sluggish 4Q from shrink domestic energy drink market share and surged marketing exp & FX loss from operation […]
Read More →EGCO completes divestment of its 49% ownership interest in RISEC 609mw natural gas power plant in Rhode Island to Shell Energy North America. KTC expects Government’s Easy E-Receipt tax rebate from Jan 16 – Feb 28 to help boost credit card spending in 1Q25, despite sluggish economy. KTC aims to issue 250K new cards and […]
Read More →FORTH sets >Bt10b revenue target this year on growth in all segments, with Bt4-5b target for Government’s Enterprise Solutions bids, focusing on high margin project with less competitions., sees solid growth in FSMART’s loan growth, and expand Tao Bin overseas. Comment: This will be interesting to observe… GUNKUL maintains Bt10b FY25 revenue growth target, sees […]
Read More →MINT inked deal with Sichuan Dexinhousheng Enterprise Management to develop 111-key Anantara Xiling Snow Mountain Chengdu Resort, the 3rd resort to launch in China under Anantara brand aft Anantara Guiyang & Anantara Xishuangbanna, target cod Oct 2025. Comment: They’re just impressive in their ability, despite balance sheet issues, to continue growing and growing. Now what […]
Read More →Notable Transactions Buy(s) THB 472 mn Sell(s) THB 526 mn
Read More →ASW to launch 1-2 projects annually in Pattaya worth Bt2b to capitalize on strong demand from diverse buyer segments, particularly foreigners seeking to diversify from China following Trump’s victory. COCOCO revised up FY25 revenue target to Bt10b from Bt8.5b supported by new clients from US & AU, broader range of coconut products (coconut oil for […]
Read More →AOT upbeats 1H earnings (Oct24 – Mar 25) from higher flight slots for winter schedule thru 6 airports under mgt at 370,239 flights +22.1% yoy (int’l 222,780 flights +33.1% yoy; domestic 147,459 flights +8.5% yoy), higher revenue from PSC aft raised international passenger to Bt730 from Bt700 & Bt130 from Bt100 for domestic since Apr […]
Read More →Notable Transactions Buy(s) THB 180 mn Sell(s) THB 3mn
Read More →CHAO appointed Malaysia partner, YLF Marketing, to distribute snack products in Malaysia, Singapore & Brunei, aims to stretch revenue from abroad to 38% by FY26 from current 27%. DELTA sees stronger growth in 2H on higher EV demand in EU and AI trend in data center segment. Comment: DELTA i’ll see you at 50. MINT: […]
Read More →KBANK offers Bt20b soft loan with 3.5% rate for 1st 2 year, as part of Government’s effort to assist SMEs via 16 banks in the program, led by GSB. Comment: That’s interesting…what will they define as SMEs. Let’s see how much actually gets distributed. MINT said Paris Olympic game has boosted its European hotel bookings […]
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