AOT to pay full rental to Treasury Department, from 50% during covid, if govt declares an endemic from July 1. Comment: Here is the dirty little secret. When the government finally declares its an endemic. Then all the discounts and delays in payments that companies had during COVID are gone. BC’s indirect subsidiary, Bespoke Life […]
Read More →AQUA sets Bt120m for max 200m share buy back from June 1 – Nov 30 Comment: Oddly rather consistent figures over the past 5 years. COM7 sees >20% revenue growth target, on track to open >150 new outlets this year, bringing overall to 1,200 by end of year, expanding online and game as well as […]
Read More →ASW sets Bt6b revenue target, +20% yoy, Bt10b presales, supported by 7 new projects worth Bt12.4b, and recognitions for Bt7.33b backlog. CHAYO target FY22 revenue growth >25% driven by outstanding Bt80b distressed assets under management, improved cash collection on easing curbs, credits facility for SMEs & franchise operators, upside from AMC ventures with BANK, will […]
Read More →EE’s ready to speed up expansion in hemp business, in M&A and JV, with Bt600m capex to boost current crop from 50K, to deliver all canabis flower to JP at Bt7,500 to Bt20,000/kg depending on CBD percentage level. Comment: Here is the issue atm for the cannabis space, no one knows the market price, the […]
Read More →ADB mulls production capacity of med-grade plastic compound, sealant for construction and plastic beads for cable to capture demand, eyes 30% sales growth target. AOT: Thai Lion Air plans to resume international flights from SIA in 2Q, will open BKK-Jakarta route to serve transit passenger to JPN & India. Comment: Now if only Thailand could […]
Read More →ADB in talk partner to expand bio plastic business, seeks to branch out from PVC compound sales to industrial clients to packaging producers, eyes 35-40% revenue growth next year >Bt2b. CPN to open Central Village luxury outlet phase 2 on Jan 28,22, expects more traffic from new category, Pet N Me, Xiaomi, Beautrium, golf & […]
Read More →Ascend Money, a digital payment and financial service unicorn of CP Group’s online business arm Ascend Group, has set its sights on becoming a top three player in the segment within Asean and is looking to expand its foothold in South Asia. Comment: They will look to go public at one point. BGRIM to enter […]
Read More →BE8 secured Bt100m contract from Thailand Post for software installation and consulting on digital transformation. Comment: Software is eating Thailand. CHO to complete transformation to tech company next year, sees turnaround next year, supported by EV taxi. Comment: Wait what? CRC is set to spend Bt4.5b to purchase the majority of shares of Porto Worldwide, […]
Read More →BIZ issue free warrant (BIZ-W1) to existing holders at 10:1 GLOCON: 67.55m new shares from warrant exercise (GLOCON-W4) 1:1 @ Bt0.5/share tradable tomorrow. Comment: They’ve just acquired a meatball producer for ~THB 500 mn KBANK & TTB may report today, Bt8.24b & Bt2.09b consensus. Comment: Every bank has lower provisions, thank you BOT for allowing […]
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 […]
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