AMATA target industrial land sales +10% yoy, sees strong demand from electronics, motorbike parts producers & data center. Comment: That’s it? Rubbish. BTS in talk with BBL to set up virtual bank. Comment: Ohhhh boy. Will this be put into RABBIT? IVL mulls taking over PTL, by taking 50% stake from major holders and tendering […]
Read More →Notable Transactions Buy(s) THB 1.4 bn Sell(s) THB 23.5 bn
Read More →AAV confirmed opening of 2 new routes to AU, BKK-Melbourne (3 weekly flights) & BKK-Sydney (4 weekly flights) from December 1 to capitalize on holiday season. Comment: Looks like AAV is going to start eating up the market share from the main carriers. ASIAN announced pre-emptive right for existing holders for IPO subscription of pet […]
Read More →AKR sees 1Q transformer sales +20% yoy driven by renewable & EV chargers expansion, aims to secure 10-15% of Bt2.5b current bidding, target 20-25% revenue growth this year. CPF to list CP Vietnam in Vietnam. CPV generates Bt60-70b revenue p.a., or 20% of revenue, spinning off wud help raise fund for Bt10b chicken complex in […]
Read More →BAM launches NPAs sales campaign Mar 1-31, 1,000 property up on showcase event, offering free transfer, interest free first 12 month, Bt20k discount via online purchase via Shopee-Lazada, cash back program. BANPU expects to report 10 year high profit this year from strong coal selling price, Bt5b gains on disposal of 47.5% holding in Sunseap […]
Read More →AJA’s started bitcoin mining on its 70 machines, as part of 200 in 1st phase with Bt90m investment, and will be realized from 1Q22, while planning 2nd phase with Bt200m investment for 500 machines. Comment: Well….why not!?! Are we going to see meme’s for these thai names involved in this space? BPP invests Bt442m in […]
Read More →AJA signed MOU with China Mobile International (TH) to joint operate Mobile Virtual Network Operator (MVNO), smart city, modern tech and various aspects of smart solutions. Comment: Seriously? What has this company achieved over the past 5-10 years with any of its announcements? AOT: Jetstar Asia gets nod to operate 5 weekly vaccinated travel lane […]
Read More →AS mulls introducing 5-6 new games next year, sets 15-20% revenue growth target, while exploring expansions in Vietnam and Indonesia, firms on 15-20% revenue growth this year, with 30% growth in game mobile. Comment: Let’s see about this…. GUNKUL sets 20% revenue growth target next year to Bt10b, target winning 7-10% of Bt50b EPC works […]
Read More →ERW sets Bt700m capex for 10 new hotels in Thai and Philippines. Comment: That number doesn’t make sense. THB 70mn/hotel? KTC reaffirms record high profit this year, despite difficult 3Q, to sell Bt800m worth of bad loan port and focus on secred loans. Comment: As long as people are paying the minimum amount then they […]
Read More →CPW maintained 20% FY21 revenue growth target supported by new IT & gadget products launch during the year, larger contribution from online sales, wider margins from IoT & smart home products. Comment: A C-grade version of COM7 ECF sees recovery in furniture mkt on seasonal and weak THB, while Minbu solar PP in Myanmar have […]
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