EGCO submitted bidding for renewable PPA with ERC combined 2,180mw. Comment: What will EGCO win vs GULF? OR teams up PTTGC to joint expand sustainable aviation fuel (SAF) to enhance entire value chain from refinery to retail fuels, out on sale by 1Q25. ORN says 2 of ongoing condos project in Chiang mai (The Astra […]
Read More →OR: teams up ADVANC & KTB to apply for virtual banking license. Comment: Well..ok…so the PTT stations and Amazon coffee shops are going to be distribution channels for this virtual bank? QTC: maintain Bt1.5b FY24 revenue target after logged Bt554m in 1H, sees demand for transformer remain strong on renewable expansion.
Read More →AAV boosts flights from Phuket to Chennai & Kolkata effective Oct 27, tally to 12 cities in India 67 flights/week, sees room for growth as over 1m Indians visited TH 1H24, rolls out Airbus 321neo long fuselage narrow-body to save fuel costs, increase range, more payload. Comment: Y’day they shut down HK, today they open […]
Read More →AAV boosts flights from Phuket to Chennai & Kolkata effective Oct 27, tally to 12 cities in India 67 flights/week, sees room for growth as over 1m Indians visited TH 1H24, rolls out Airbus 321neo long fuselage narrow-body to save fuel costs, increase range, more payload. Comment: Y’day they shut down HK, today they open […]
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 […]
Read More →CPN expects to attract tremendous amount of traffic to its shopping malls during Thailand’s Pride Celebration 2024 which it hosts in June, as data from TAT shows this segment spends 40% more than avg tourists in general with preferences for luxurious lifestyles. OR sees solid 2Q from tourism, Bt0.70-Bt1.2/liter marketing margin, $80-85/bbl, sets Bt23b capex […]
Read More →AAV’s upbeat FY24 outlook from higher traffic from international route on visa free policy, new routes to Shianghai, Kaohsiung & Okinawa, target 20% FY revenue growth, cabin factor within 90% range, 20-21m FY passenger target. Comment: It’s going to continue getting better. The only q for AAV is how much of the increased costs can […]
Read More →AAI anticipates meaningful turnaround this year on jump start pet foods orders after hit by excess inventory last year, will start delivery for new clients at late 1Q, eyes 15% FY sales growth target. Comment: Everyone is wondering if this is a real turnaround in demand. Or just a little bump. BMA board approved Bt23b […]
Read More →MASTER sets Bt1.2b capex for 6 investment projects, aiming to become #1 in specialized healthcare service, for gradual revenue recognition from early next year. Comment: So at one point we are going to have to look at this company as a what? A specialised healthcare and aesthetics company? MEGA eyes 5-10% FY24 sales growth target […]
Read More →BGRIM cod 140mw co-gen powerplant Bgrim Power Ang Thong 3 (BGPAT3), lift total capacity to 3,970mw from coded project. CHAYO mulls selling IPO of nano finance subsidiary, Chayo Capital (CCAP), up to 25% of paid-up, enable to CCAP to access various form of funding by themselves, flexibility in accessing funding sources, increases growth opportunity thru […]
Read More →