ADVANC: Supreme Administrative Court concluded that co., is not obligated to pay Bt 16.252b additional rev share from roaming service claimed by National Telecom. Comment: Yayyy and this why they got the go ahead for the “amalgamation” (Note: I’m catching up on Thai company news on the 17th evening on an airplane) SEC has accused […]
Read More →Notable Transactions Buy(s) THB 108 mn Sell(s) THB 50 mn
Read More →Bonus 16 (there’s just too much goodness)
Read More →BLAND: anticipates traffic & occupancy rate at IMPACT exhibition center accelerate next year aft Pink line monorail extension completed in 2H25, mulls develop mixed-use project to boost growth. Comment: This muang thong property…it’s just impressive what’s being achieved….it’s just unimpressive how long it has taken. CPAXT: CPALL will buy CPAXT shares from shareholders who vote […]
Read More →ITC reaffirms double digits revenue growth in 2Q supported by OEM pet food sales for private label clients, mulls revise up FY revenue growth from current 15% aft 2QW results. Comment: Function of base comp… LANNA sees mediocre 2Q as coal price shrink on seasonal, improved operation from ethanol unit to provide cushion. LEO signed […]
Read More →AUCT sees positive earnings momentum carry thru 2H as finance institution purging repossessed vehicles before end of year, target FY vehicles traffic thru auction yard w/in 200k-250k units. Comment: Earnings is not going to be an issue for AUCT for the next 2 years. ERW to open talk with landlord, The Syndicate of Thai Hotels […]
Read More →AAV expects record earnings from core operations this year as a surge in overseas visitors boosts seat demand and airfares, plans adding more flights to China and India, its major driver for growth. Comment: Record earnings? With a smaller fleet? Yes folks you read that right, they’re stuffing us into their old planes, running high […]
Read More →BCP: SSO raised holding by 0.1418% to 15.0493% on Jul 2. MAGURO mulls adding 11 branches in 2H aft opened 3 outlets early this year, targets key cities to capture int’l travelers. Comment: Let’s see if MAGURO becomes a decent ZEN play part 2 MINT reported Bt8b sustainability-linked bonds, paying 3.24% & 3.5% on 5 […]
Read More →La la la la… See the agri sector? Been highlighted in the group chat by someone…CPF/GFPT/TFG have moved well. Everything else still dead…jebus… Upcoming story…starting in October – a massive amount of liquidity will hit the Thai economy as the government spending starts. And now if this comes with the digital wallet….could it? would it? […]
Read More →Notable Transactions Buy(s) THB 257 mn Sell(s) THB 324 mn
Read More →