CENTEL upbeat 4Q earnings driven by strong advance booking for hotels in TH, improved ADR from 2 newly refurbished Centara Mirage Pattage & Centara Karon Phuket, tailwind from Centara Grand Osaka and Centara Mirage beach resort Dubai, 142 villas Centara Mirage Lagoon Maldives on track to cod in Feb 2025, additional 8 hotels in TH […]
Read More →BANPU teams up with APAC Sustainable & Decarbonization Infra Equity Fund sponsored by Aravest & SMBC Group to jointly fund $145m investment in Amp Co, a JPN renewable solution firm, to develop solar & wind project combined 800 mw in JPN. BGRIM mulls expand proportion of direct PPA in port, expects robust demand growth for […]
Read More →CPAXT relists today, post amalgamation, but under original ticker. No ceiling/floor caps. Comment: Yawn… GULF shareholders meeting to approve merger with INTUCH today. Comment: Of course it’s going ahead, this just helps GULF’s stretched balance sheet… NRF to open 4,000 sq.m. Asian supermarket, Bamboo Mart, in Victoria Parade LDN, will add 1 more in LDN’s […]
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 →BDMS signed MOU with Russia’s largest private healthcare provider, MEDSI, to enhance medical marketing, operations collaboration and medical tourism. Comment: Thailand is the #1 playground to play a fool and get healthy again. CIVIL wins project from Highway Dept valued at Bt699.57m. BAFS keeps 5b ltr FY jet refueling volume, estimate average daily volume exceed […]
Read More →ANAN’s pioneering partnership with Porsche Design to develop $450m exclusive luxury residence project, Porsche Design Tower, features 22 exclusive duplex & quadplex ranging from 525 to 1,135 sq.m. average price of $15m and up to $40m, construction start next year, target completion by end of FY28. Comment: Own shares in this lying company at your […]
Read More →AAI revised up FY margin to 21% vs 17% previous guidance, supported by robust growth from PET food sales, sets Bt430m capex to expand warehouse & packaging unit, firms on Bt6.5b FY revenue target. Comment: Minting it, supply of flights in the skies still below 2019 levels. CHAYO allots Bt1.5b budget to acquire bad debts […]
Read More →AAV will resume BKK (DMK) – Sydney route, offering 6 flights weekly effective Dec 1, adds Fly Thru option on connecting flights out of BKK to Phuket, Chiang Mai, Krabi & internationally to Danang, Chennai, Bangalore & Ahmedabad, will also increase weekly flights to Tokyo to 18, Osaka 14, Sapporo 7, Nagoya 3, Seoul 14 […]
Read More →BCP expects earnings bottoming out in 2Q from 27 days maintain shut down at Prakanong refinery & 5 weeks at Statfjord O&G EP field, anticipates 3Q recover from higher output & improved crude oil processing rate per day. Comment: And it’s being added back to the big boy index. BEM: transport minister mulls extending toll […]
Read More →BA mulls adding >20 new planes, including A220 and B737 MAX7, taking total to >30 by 2029, preparing for rises in Samui traffic from 50 to 73 flights, with Bt1,500m capex to upgrade Samui airport. Comment: Are they getting these deathtraps for free? BJC-TIDLOR-ITC are among top candidate to be added in SET50 for 2H24 […]
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