AKR JV partner to invest 20mw solar projects in Vietnam, seeks to expand solar panel & transformer sales abroad, will bid 2 projects from authority worth Bt4.5b expects to win at least 10-15% of total. AP to start transferring Bt7.9b “LIFE One Wireless” this month, after 100% sold out. Comment: It will be interesting if […]
Read More →ASAP launches app, ASAP Limousine, Chauffeur & Limousine services to expand corporate client base, open booking from September 30. Comment: I do like what they are trying to do here. But the impact of these new services is small relative to their core business EGCO reports cod 455mw coal-fired Philippines powerplants in 4Q, lifts total […]
Read More →Electricity Generating Authority (EGAT) to open bid for 45mw floating solar projects at Sirindhorn dam on August 20, SCC, GPSC, SPCG, GUNKUL, WHAUP, EPCO expected to join. New sugary drink taxes structure starts from October 1, drinks containing 6-8g of sugar/ 100ml will be charged Bt 0.3, 10-14g/Bt 1/ltr, 14-18g/Bt 3/ltr, >18g/Bt5/liter. Comment: Which companies […]
Read More →ACG upbeats 3Q earnings from debut of 2 car dealerships in Phuket & Krabi and additional 5k sqm capacity from auto service center. COL sees 3Q turnaround from wider margins and larger rev from housebrand stationary products sales. LPN opens presales of Bt1b Lumpini Tower Vibha-Jatuchak (Tower B). Comment: They have been struggling for 5 years […]
Read More →ALL to launch 4 condo pjs worth Bt12.45b in 2H, confident of Bt7b presales this yr. BTS to officially cod Green line extension (North) Ladprao station on Aug 11, additional 4 stations (Phaholyothin 24, Ratchayothin, Sena, Kassetsart Uni) to cod in Dec, remaining 11 stations in FY20. Comment: And they’ve made another investment into a […]
Read More →7UP paid Bt50m for 3 bio-mass PP in the South with 6MW capacity, CODs next year.Comments: So the values of PP’s have dropped tremendously since their highs of 80-100 mn baht / MW in 2012 AMANAH sees positive loan growth 2Q driven by demand from auto loans, will accelerate sales on seized vehicles in 2H […]
Read More →ANAN to adjust sales strategy by focusing more on existing stocks and expansion in China, sees Bt300-400m recurring income from serviced apartment, reaching Bt1.8b in 2021. Comment: Questions are still around regarding the condo transfer market, hence why this name is still at 5x PE JUBILE sees strong 2H19 on seasonal and new products to […]
Read More →BEM to test run blue line MRT extension, Hua-Lampong-Lak Song, 27 km 11 stations from Aug 12, target cod from September. BJC reaffirms 2 digits revenue growth this year from BIGC hypermarket expansion, target full year SSSG above 2%, in talk clients to secure can packaging order, expects to wrap up 2H. EPG’s firm on […]
Read More →AP sees mmtum into 2Q frm real dmnd after 25% jump in 1Q presales to Bt41.8b. Comment: If 2Q #’s for the sector aren’t shit, then watch the sector re-rate positively, if they are then just look at LPN’s share price ASAP upbeats 2Q erngs frm surging car rental rev frm travelling dmd during long […]
Read More →Here’s the headlines from companies during the holiday period – no comments Stocks in the news (crd, itel, ktb, ktc, maco, meta, ocean, ptt, tasco) 24.12.18 CRD CRD expects many jobs next year, especially from private entities. Management targets revenue of Bt1.6-1.8bn next year from the expected Bt1.3bn this year. It expects backlog to reach […]
Read More →