AOT: Transport Ministry sees surged demand for flight slots for an upcoming summer schedule from Mar 30 till Oct 26, expects govt new measures attract more international arrival & spur demand for domestic travels. CCET reported Jan 25 electronics components sales at $366.95m, +4.76% mom, +18.7% yoy. Comment: Refer to the Taiwan listed entity to […]
Read More →B’s keen on high dividend payout (70-80%) rather than buyback, aims to use capital to expand consumer credits (digital lending, credit card, auto title loan), firms on plan to pursue virtual banking license, low credit cost is vital under stagnant loan growth environment. Comment: No surprises for why this is the case…until the government gets […]
Read More →Thailand deserves an applause for being one of the worst performing markets this year and it’s only 1 month into 2025. As the smartest man in Thailand commented: “…it can be said that Thailand’s socioeconomic structure has always enabled the ruling classes to be lazy, complacent and ignorant. The Chinese immigrants that provided the vitality […]
Read More →Notable Transactions Buy(s) THB 30 mn Sell(s) THB 203 mn
Read More →Week 03/02 – 07/02 Company bid.vn, vpb.vn BID VN: The SBV has approved BID’s plan to increase its charter capital by over VND1,238 bn through a private placement of 123.8 mn shares. The offering is expected to take place in Q12025 and five institutional investors are expected to participate, with VEIL (59 mn shares), SCIC […]
Read More →ADVANC’s expected to report Bt8.89b 4Q24 Net Profit, +27% yoy, fastest pace in last 5 quarters, supported both resilient mobile and broadband customers. Comment: Just go to the AIS Serenade stores, you’ll see the cost cutting. Aren’t duopolies great? INTUCH pays Bt6.54 special dividend, XD Feb 19. Its top holder, GULF, will book Bt8.8b dividend […]
Read More →AKR launches cast-resin transformer, no insulating oil required, suitable for high-rise building, commercial & industrial applications, seeks to exports in ASEAN as a good substitution from products imported from SPN & ITA, target FY25 revenue growth no less than 10%. KTB mulls studying on share buyback, with Bt57b cash on hand, P/B at 0.76X and […]
Read More →AMA eyes 10% FY25 revenue growth target driven by higher contribution from onshore transport unit, AMA Logistic, after added 30 vehicles in 4Q24 to 334 units, upside from plastic beads transport TSSK Logistics (67% holding) and strong utilization rate on 8 marine tankers, seeks to branch out to thermal control logistic, warehouse business to diversify […]
Read More →AOT: Lufthansa extends A380 flights from Munich to BKK until Apr 29 to accommodate strong passenger booking during Songkran Fest Apr 13-15 & Easter holiday in Europe (Apr 20). EGCO reported 640mw Yunlin offshore windfarm in Taiwan now fully operational, estimate Bt2b p.a. income generating from 26.56% interest in the project (170mw) over the first […]
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