BBL is expected to benefit from jump start investment and global recovery as overseas loans account for 26% of loan book, 28% of total loan came large corporate clients while working cap loans account for 44% of total loans should enjoy positive impact from economic recovery. Comment: It is fascinating to see that BBL arguably […]
Read More →ADVANC collab with Singtel and 34 members of leading mobile alliance, Bridge Alliance, to provide GPU-asa-Service offers a convenient way to access high performance computing resources for machine learning & data-intensive applications, allows users to leverage advanced computational capabilities w/o the need for expensive hardware or complex infra mgt. BA keeps 4.5m FY passenger target, […]
Read More →Notable Transactions Buy(s) THB 83 mn Sell(s) THB 71 mn
Read More →And Thai politicis continues its headless chicken routine. Nevertheless, my framework remains that government spending is going to be 1.5x higher than what we’ve seen in the past 12 months and the only question is how quickly will the economy recover.
Read More →Week 19/08 – 23/08 Company – bsr.vn, dig.vn, frt.vn, kdh.vn, mwg.vn, nvl.vn, vnm.vn BSR VN: submitted an application to list 3.1 bn BSR shares on HOSE on August 21st, corresponding to a charter capital of more than VND31,004 bn. DIG VN: signed a credit contract with BID with a total limit of VND1,500 bn to […]
Read More →BAY’s card unit, Krungsri Consumer, keeps FY card spending target at Bt393b, +8% yoy, new loan at Bt100b, +9% yoy, Bt151b outstanding loan book at end of year. Comment: And you think there’s not enough demand for loans.. PRM sees demand for floating storage unit accelerate in 3Q, target FY utilization rate within 85-90% range, […]
Read More →AWC’s urging government to provide incentives for overseas companies to setup their regional HQs in TH, said international tenants at its office towers account for 70%, yet there’s still room to grow. AWC currently is not interested in the proposed legal casinos or entertainment complexes. Comment: Why? Thai Beverage already has this and pay effectively […]
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 →AOT: Saudi Arabia to add Phuket to its seasonal destinations, 2nd city in TH to join network after BKK, scheduled 6 wkly flights frm Riyadh & Jeddah to Phuket, starts frm Dec 2. Comment: Inshallah. CKP reaffirms solid 3Q frm strong flow rate thru Nam Ngym & Xayaburi hydro pp during rainy season, lower interest […]
Read More →BEM: strike deal w/ expressway authority (EXAT) to invest in 17km 4-lane double-decker highway worth Bt 35b in exchange of concession extension for expressway stage 1 & 2 for 22 year & 5 month, will sign contract this year. Comment: Great for BEM…Thailand could of course simply take these concessions back…what’s the risk..the asset isn’t […]
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