AAV will introduce direct flights from BKK to Indian city Tiruchirappalli in southern India, start on Sept 21 with 3 weekly flights, expects robust growth as Indian travelers make up 80-90% passenger of flights between India and TH with load factors avg at 88% , indicating India’s huge market potential. Comment: It’s time for incredible […]
Read More →ALLY: name changed to ALLY Freehold & Leasehold REIT, ticker unchanged, effective tomorrow. BROOK: ticker changed to BTC, co., name remain unchanged, effective tomorrow. Comment: They are not serious people. DUSIT eyes 20% FY24 revenue growth target driven by higher RevPar & ADR, expects avg FY24 OCC above 75% vs 70% in FY24 higher than […]
Read More →BA: reported advance booking (May-Dec) +13% yoy, sees 4Q air tix sales +35% yoy while load factor stays above 85% in 2H, firms on 10% FY rev growth t/g. CK: reaffirms 2Q turnaround supported by higher contribution from 3 main project coupled with higher dividend income from TTW, upbeat 3Q earnings from CKP’s hydro pp […]
Read More →Today is the first real working day of the year for Thailand. January – People still celebrating new years Feb – Chinese new year Mar – They’re on the beaches still going oh la la April – hello songkran and they’re all off to go ohooooooooooo. May – Magical holidays, they’re off to Japan. 4 […]
Read More →Notable Transactions Buy(s) THB 240 mn Sell(s) THB 37 mn
Read More →Week 27/05 – 31/05 cii.vn, dbc.vn, hbc.vn, hpg.vn, ita.vn, msn.vn, mwg.vn, nt2.vn, pow.vn, vcg.vn, vic.vn, Company CII VN: reported receiving the transfer of more than 7.8 mn NBB shares from CEE, increasing CII’s ownership ratio to nearly 50.4 mn shares, equivalent to 50.3% of capital. Comment: They’ve increased a stake in a … strange construction […]
Read More →BGRIM Holding, a unit of BGRIM, has acquired the 30-mw Malacha hydropower plant in Northern California from Brookfield Renewable US and affiliates for Bt2.5b, sees immediate rev recognition in the tune of Bt300-400m p.a. Comment: Perhaps we should protest in front of BGRIM’s offices for contributing to higher energy prices. SGP keeps FY LPG sales […]
Read More →CPN target 10% CAGR from office division over next 5-yr aft cod 60k sq.m. Central Park offices Silom district in 2Q25, 130k sq.m. Central Park on track to cod 3Q25, Dusit residences & Dusit Parkside total 50,500 sq.m. kick-off transfer from 4Q25. Comment: If it wasn’t for the management of Dusit, this project would’ve been […]
Read More →AOT’s firm on solid 2H24 (April – Sept), pax at 6 airports to exceed 120m target, sets 140m target next year, pre-covid level, mulls seeking board approval for interim dividend, while bids for 3rd ground operators to start in Jul, with AOTGA to participate, sees Bt2-3b revenue from 3rd phase expansion at Donmuang to cater […]
Read More →