AMATA to wrap up 300-500 rai land sales, boosting FY24 sales to all time high, with current backlog to realize until 2026. Comment: That’s nothing…WHA is spanking them. AUCT to start auctioning of 2nd hand E-Bike and EV, with 30 in 1st lot on Oct 26. Comment: This will set the secondhand price in the […]
Read More →CPAXT relists today, post amalgamation, but under original ticker. No ceiling/floor caps. Comment: Yawn… GULF shareholders meeting to approve merger with INTUCH today. Comment: Of course it’s going ahead, this just helps GULF’s stretched balance sheet… NRF to open 4,000 sq.m. Asian supermarket, Bamboo Mart, in Victoria Parade LDN, will add 1 more in LDN’s […]
Read More →ASIAN sets Bt11.3b revenue target this year from aqua and pet food, sets Bt535m capex to boost production efficiency for future growth. Comment: Will the petfood story come back again? The business is there and stable on a volume basis (granted there was that covid pump) INSET sets 15% revenue growth target, focusing on data […]
Read More →JMT: parent co., JMART, says no plan to exit debt collection business, maintain top holder of the company (53.84%). Comment: Why is it when a market declines that short sellers get the blame etc etc. The ability of the market participants to create fairytales is always remarkable…love markets. I hope this never stops, it creates […]
Read More →AOT: expects full year revenue reaches pre-Covid level above Bt62b driven by positive momentum from aero & non-aero rev, SAT-1 terminal on track to cod upcoming Sept. CHASE: reported Bt1.6b bad debts purchased for Bt150m during 4M23, aims to seal 2 more deals before end of 2Q. Comment: The first time they’ve bought something in […]
Read More →AGE upbeats outlook from improved revenue mixed after diversify from coal trading business to logistic and agricultural trade, mulls expand coal sales in VN & Cambodia to meet demand, branch out from coal logistic to other goods such as cement, biomass fuel & agricultural products to utilize existing resources, provide new source of revenue. Comment: […]
Read More →BA upbeats 1Q earnings from strong passenger traffic, mulls purging obsolete aircrafts to 26-28 from 35 eo-FY22 to improve efficiency, target FY cabin factor >73-74%, 4.4m FY passenger target. Comment: Price over volume… National Anti-Corruption Commission has filed charges against Keeree Kanjanapas, major shareholders of BTS Group, and Sukhumpan Boripat, former BKK governor, on graft […]
Read More →BRI reported 2M23 residential sales topped Bt2b, maintains launch plan 20 projects total Bt22.5b, eyes 20% FY revenue growth target above Bt13b, revenue +40% >Bt9b. CPALL sees 5-7% SSSG via 7-11, sets Bt27b capex to add 700 branches in TH & 30 in Cambodia, will debut 2 outlets in Laos this year, reassures FY interest […]
Read More →CHAYO sets 25% revenue growth target this year, to acquire Bt10-16b bad debt, boosting port to >Bt100b, mulls 1 M&A in 2Q, Bt3b capex. Comment: That doesn’t quite make sense, they’ve never been able to acquire that amount of bad debt in the history of the company nor do they have the balance sheet capable […]
Read More →AWC and CRC are added to MSCI Min Volatility Index, while OSP had weighting increased, effective Nov 30. Comment: WTF is this index? BCP sets Bt200b capex to boost green business and gas, target Bt70b EBITDA in 2030, from current Bt40b. CK is close to signing Bt210b Luangprabang project this year, while falling steel price […]
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