AOT’s winter flight schedule, starting today, sees 25.8% increase in flights yoy, boosting passengers up by 26.7%, 3rd runway is up aft cod-ed in September. Comment: There’s no stopping the tourism train to Thailand. AU reaffirms big jump 3Q following debut After You butter bun at 7-11, mulls adding more flavors aft recovered positive feedback, […]
Read More →AWC collabs with Isetan Mitsukoshi Holding to open hi-end supermarket & food hall at One Bangkok mixed-use project. CIVIL anticipates positive earnings momentum carry thru 2H, supported by transfer of 5 construction project total Bt3.3b, Bt22.243b backlog pending to realize, mulls bidding public & private project total Bt4b later this year. Comment: That’s a decent […]
Read More →Notable Transactions Buy(s) THB 249 mn Sell(s) THB 279 mn
Read More →BCPG acquires 25% stake in Hamilton Holding to obtain indirect interest of 2 natural gas power plant (848mw & 857mw), transaction completed on Jul 12. CPN in collaboration with J.Front Retailing of Japan in joint R&D, connecting Thailand and Japan, unveils Bt135b capex 2023-27 in >200 projects. Comment: Continuing to cement their status as the […]
Read More →BBIK to speed up expansion in Vietnam, boosted by Vietnamese Government’s push for digital transformation, sets Bt50m revenue and oversea revenue contribution to 10-20%. Comment: These companies, BBIK, BE8, DITTO, have to continue growing at a tremendous rate to maintain their valuations.. CCP sets Bt2.5b revenue target this year, Bt1.6b backlog, of which Bt1b will […]
Read More →NER sets Bt22b revenue target, >30% growth yoy, mulls revising sales target up in 2Q21 on rising demand.RT sets 20% revenue growth target to Bt3b, supported btBt3.5b backlog, eyes bidding for Denchai-Chiangrai-Chiangkhong dual track rail projects in May.result out July 15, PPA signs July 22. PSTC buys LPG & LNG transport co., BGT Logistic, to […]
Read More →AOT approved AAV’s request to partially move its base from Don Muang to Suvarnabhumi, with initial 24 domestic flights, before extending to overseas flights by end of year. Comment: Now the future hordes of Chinese tourists will be at Suvarnabhumi. BBL: Social Security Office cut holding by 0.0188% to 4.9903% of total outstanding on Tuesday […]
Read More →BPP and TTW may be added to SET50 for 2H20, and ACE, TVO, WHAUP, DOHOME, SIRI, RBF, SISB to SET100, while BBL may be added to MSCI Standard, Tabloid. GGC reports 1Qnp at Bt238m, +984% yoy vs Bt228m estimate, thanks to reformulated biodiesel to B10 from B7 effective January 1, will scale back methyl ester […]
Read More →Note: I think we are going to see a lot of management buying now that FY #’s are out and the blackout period for buying is over. Notable Transactions Buy(s) THB 221 mn QTC – Management buys a fairly large amount of shares here. PCSGH – The owner is back into buying mode. Sell(s) THB […]
Read More →AOT said coronavirus had no impact on arrival January to date as seen in 2% growth, confident of 5% growth this year, have plans to handle the outbreak. Comment: The drop will be seen in the coming weeks/months should this continue. DTC acquires F&B catering services business in Vietnam, The Caterers, for US$3.9m (Bt117m). Comment: […]
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