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 →MINT forms venture co with JPN partner, Royal Holding, to develop 21 lux hotels in JPN by 2035. Comment: Active again…what am I missing here? It does feel like its picking up. OSP is expected to report sluggish 4Q from shrink domestic energy drink market share and surged marketing exp & FX loss from operation […]
Read More →JAS: secures exclusive English Premier League (EPL) broadcasting rights in Thailand, Cambodia & Laos for 6 seasons start from 2025, collab with Mono Group to marketing & distribute via streaming, broadcasts, replay & highlights. Comment: Well then…is True no longer willing to pay like they used to? It still is THB 19bn…over 6 seasons… LHSC: […]
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 →PLANET wins 1.5mw solar rooftop contract for 50 branches of CJ convenience stores. Comment: You know this is effectively worth zilch, f all, nada, BUT it makes the sustainability ESG monkeys happy. SCB announced to pay a cash dividend of Bt10.34 per share for its FY23 performance, implying a payout ratio of 80.0%. Note that […]
Read More →BDMS expects AI to be vital role in lung cancer diagnosis & treatment, which helps analyze images, providing multi-cancer risk screening for early detection thru blood tests that can identify circulating tumor, enables doctors to detect development of early-stage lung cancer, lead to better outcomes & increase chance of survival. Comment: Aging expensive doctors are […]
Read More →Something changed last week. All markets turned and the Asian currencies went the other way. So, let’s see how far this goes. The banks have come out with average earnings, what caught my eye is that TTB is target FY24 loan growth of 0%
Read More →AOT said flight schedule at 6 of its airports during winter rose 20.32%, sees continued growth in Chinese arrivals to 16% of overall next year from 12.9% current, while it’s normal to see Chinese carriers returning flight slots in Nov 23 – Mar 24, while Bt30/pax rise in PSC should bring in additional Bt3.6b rev […]
Read More →BANPU sets 3 years capex plan at US$2b (Bt 70b) to expand renewable port, invest in energy tech, future mining (Nickel & Lithium) carbon capture, R&D 100% ammonia burn hydrogen-based powerplant. Comment: BANPU should continue to enjoy the amazing cash flow’s they’re getting from coal, it’s going to be stupidly higher for a number of […]
Read More →A (sort of) New SET calculation After years of sitting on their butts the exalted individuals that are running the SET have instead of deciding to fix the free float requirements of joining the SET50 (hello DELTA), instead they are going to launch a brand spanking index that will take into account the free float […]
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