LTS: affiliates co., SIAM AI, installed 2 units of Nvidia Grace Blackwell system, GB200 NVL72 GPU, Bt100m each to accommodate extremely large AI model will takes delivery additional 46 units by end of-May, allots additional Bt50m for network & server upgrade to accommodate hyperscaler clients. Comment: This was a pumped name in 2024…let’s see how […]
Read More →ADVANC’s broadband unit, 3BBIF, restructuring loan with BBL, interest will be lowered from MLR to MLR -2.9% on Bt5.45b outstanding loan in accordance with BBL facility agreement. BAM allots Bt8b budget to purchase bad debts this year, aims to scoop up Bt30b-Bt40b depending on quality, launch financial prog (Smart Garden Home), allows NPA buyers who […]
Read More →KCE acquires KCE Printed Circuit Boards Gmbh (KCED), a distributor of PCB in Germany & Europe for EUR 10.65m (Bt 380m), aims to manage selling price, revamp logistic & admin to enhance effective operation & reduce costs, facilitating direct communication with customers, transaction to complete by end of March Comment: This reads like a left […]
Read More →BGC sees 3Q turnaround on jump start bottles & containers restocking ahead of holiday season, recovery consumption on the back of cash handout stimulus, lower energy costs and soda ash price boost margin. Comment: Up and down….at the end of the day there isn’t much overall volume growth in the industry. CPAXT will relist under […]
Read More →BAY’s card unit, Krungsri Consumer, keeps FY card spending target at Bt393b, +8% yoy, new loan at Bt100b, +9% yoy, Bt151b outstanding loan book at end of year. Comment: And you think there’s not enough demand for loans.. PRM sees demand for floating storage unit accelerate in 3Q, target FY utilization rate within 85-90% range, […]
Read More →AOT: British Airways flights from LDN-BKK will return in October after paused in FY20, reservation opened on Mar 5. Comment: Who wants to fly BA? No one, its full of old white aunties that give you the worst service. But ok this is a good sign for the continued improvement in tourism to/from Thailand. BAY […]
Read More →PRM: will takes delivery of 2 vessels (crew boat & AWB) in 1H, upbeat outlook from improve traffic on O&G transport supported demand for travel, support vessels for O&G EP, eyes 10% revenue growth target. Comment: And yet the share price never really ran. TU: bondholders approved change to interest coverage ratio & proposal to […]
Read More →INGRS signed MOU with S.KR based, Sungwoo Hitech, on business collaboration for developing manufacturing and supply of BEV related components, expand automotive components market in Asian. Comment: I mean, ok, fine… ORI’s 2023 presales exceeds Bt47,265m, record high, supported by strong sales at Pet-Lover condo in Thonburi, reports purchase of 5.88m shares (2.94%) of NETBAY […]
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 →AOT said flight schedule at 6 of its airports during winter rose 20.32%, sees continued growth in Chinese arrivals to 16% of overall next year from 12.9% current, while it’s normal to see Chinese carriers returning flight slots in Nov 23 – Mar 24, while Bt30/pax rise in PSC should bring in additional Bt3.6b rev […]
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