3BB is having liquidity issue and short on rental payment to JASIF, may lead to contract restructuring.Comment: Great quality eh? AIS is buying themselves a great asset… AOT board approves Bt36b 3rd phase development at Donmuang Airport, design to complete in Oct and bidding start in 4Q23, target 40m passenger vs 30m now. AURA targets […]
Read More →AWC signs development and management contract with Marriott International to develop and management the Ritz Carlton BKK the Riverside. BA firms on Bt8b revenue target this year, sees solid recovery in tourism, mulls opening new routes. BEM to source for Bt120b, without resorting to capital increase, for investment in Orange Line, firms on >Bt2b profit […]
Read More →ANAN expects 3Q turnaround from transfer of Bt7b Ideo Rama9-Asoke condo projects, will launch 5 project by eo-September, maintaining Bt13b FY transfer target. Comment: Ah a former darling that has fallen from flying too close to the sun. When the situation goes from shit to bad – watch for the share price recovery. IIG maintained […]
Read More →BDMS, who owns 95.76% in SVH, will tender for the remaining 4.24% at Bt480/share and will delist SVH from SET. BEM to hold rate for Blue Line at Bt17-42 until end of year, then raise to Bt17-43, sees no impact. Comment: I have often commented that the MRT in Singapore is cheaper than the subway/skytrains […]
Read More →AAV: local fund, KASSET, raised holding by 0.2642% to 5.0528% of total outstanding on Tuesday. Comment: I still wonder about who this mysterious saviour investor is to AAV. ATTA said a spike in new cases in Thailand and other Asian countries is leaving little hope of reviving the short-haul market this year despite the country […]
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