DELTA reported Bt3,614m 1Q net profit, +30% yoy, missed Bt3,849m consensus.DELTA par changed to Bt0.10 from Bt1, board lot changed to 100 from 50, tomorrow. Comment: The miss vs the stock split. Fun times coming for these shares. PTTEP to report 1Q today, Bt19.33b consensus. Comment: Finally printing $ and they’ll continue to for the […]
Read More →AQUA in talk finance institutional partner & tech to form virtual bank venture, finalize deal by mid-FY23, odd/oversize logistic subsidiary, Thai Parcels, on track to list in June. Comment: This company again? Rubbish….speculator, no real business, don’t see what’s going to really happen here. BAY’s credit card unit, Krungsri Consumer, anticipates 1Q spending jump 20% […]
Read More →AOT mulls speeding up Bt130b mega projects under new CEO, including expansion at Suvarnabhumi airport’s terminal, southside aero logistic park, Chiangmai 1st phase and Phuket airport 2nd phase. Comment: Mulls? Wtf are these donkey kongs doing up there, Thailand is going to be overflowing with mainlanders and indians within the next 12 months. HUMAN is […]
Read More →BCH keeps Bt17b FY revenue target supported by recovery domestic & international patients traffic, contribution from social security patients & specialty clinics, upside from Covid vaccine sales as government stockpile depleted. Comment: Not sure why we still need these flu shots… BEC mulls expand in-house studio to boost contents production, reduce costs and save time, […]
Read More →National Telecom (NT) is in talks with ADVANC for a partnership deal that would see ADVANC purchases 10MHz of bandwidth on the 700MHz spectrum range from NT. Comment: See there are still 3 telco players in Thailand. EKH anticipates solid 1Q from RT-PCR tests on resurgence of 5th wave, will cod elderly care home & […]
Read More →Notable Transactions Buy(s) THB 33 mn N/A Sell(s) THB 146 mn HANA – A Director dumps a fair amount of his shares. PIMO – The family sold ~9% of shares and then the stock doubled….
Read More →ACE, TPCH, UAC, EGCO, GUNKUL are expected to join bids for 150MW community PP, after PEA sets April 27-30 bidding schedule. Comment: The connected players are ACE EGCO GUNKUL, the independent hard working folk are TPCH and UAC. You can guess the winners. AGE sees 1Q coal sales volume double yoy, target full year volume […]
Read More →AOT to sell bidding envelop for Suvarnabhumi and Donmuang duty free pick up counters during Nov 28 – Dec 13, expecting to receive 3% of sales. Comment: More and more $ coming into AOT BCP expects 130K/bbl/day next year, sets Bt800m capex for 60 new gas station from current 1,200, including 2 in Myanmar, Bt8b […]
Read More →HTECH HTECH set capex of Bt150mn to expand production capacity, backed by new auto parts orders. It expects jobs to increase and earnings to grow this year. It is adding new customers and negotiating with companies both at home and abroad for venture capital deals. (Thun Hoon, 10/1/19) KTB Mr. Kittiphun Anutarasoti says he only […]
Read More →BEM BEM notified arbitrator that the Expressway Authority of Thailand (EXAT) already paid the premium difference between the Chalerm Mahanakorn and the Si Rat Expressway toll plus interest. There are many cases that BEM expects to win. (Thun Hoon, 1/11/18) Comment: Well EXAT did just make a bucketload from TFIFF… so was that used to […]
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