AP sees Apr-May presales at Bt7.8b, lifts 5M presales to Bt18b, account for 32% of Bt58b full year target +15% yoy. BTS is optimistic on getting Bt20b overdue payment from BMA after BKK Governor prepares to seek approval from board in early Jul. Comment: It is legally owned to BTS…the BMA has to pay up. […]
Read More →AOT: new satellite terminal at SIA (SAT-1), 216k sq.m with 28 aircraft parking bays will be launched in a soft opening in Sept. ASIAN: anticipates 2H turnaround from ease pressure on excess inventory situation from trading partners, lower freight rate and raw material costs on pet food & frozen food production, higher THB revenue from […]
Read More →Look, it’s driven on DELTA, GULF and noise that’s it for the SET. It’s proven now here by the most trustworthy source on the internet, me, => Prayuth’s Performance Have you noticed that that the F&B players are moving well? SAPPE and SNNP are well-known, if the dogs that are ICHI and TKN seem to […]
Read More →Notable Transactions Buy(s) THB 111 mn Sell(s) THB 84 mn
Read More →Week 05/06 – 09/06 Company anv.vn, bcg.vn, bcm.vn, bwe.vn, fmc.vn, hdb.vn, kdc.vn, kdh.vn, mbb.vn, tcb.vn, vcb.vn, vnd.vn ANV VN: plans to issue more than 133 mn shares to existing shareholders, equivalent to 100% of outstanding shares. The right exercise ratio is 1:1. BCG VN: announced to sell more than 21 mn shares out of a […]
Read More →Note: Just needed this +1 🙂
Read More →CKP sees 3Q turnaround from improved flow rate at Xyaburi & Nam Ngum hydro power plant on rainy season, mulls develop windfarm in Vietnam to capture demand for power. CPF bought back 4.22m shares @ Bt20.4-Bt20.5 on June 8, taking total to 123.74m or 1.44% of paid-up. The scheme ends June 18, for max 200m […]
Read More →AGE: credit rating upgrade to BBB- from BB+, outlook stable at TRIS rating. Comment: Wait didn’t stark have a credit rating of BBB+? Love you TRIS EA keeps 50% revenue growth target this year to Bt40b, firms on delivery plan of 4K EVs this year, in talks with ASEAN over EV bus exports, and boost […]
Read More →AOT reaffirms solid start 1Q24 (Oct-Dec23) driven by full flight slots for IATA winter schedule starting from last week of Oct till last Sat of Mar. AP reports Bt18.8b 5M23 presales, account for 30% of Bt58b target this year, plans 38 projects in 2H worth Bt51.8b, firms on Bt57.5b transfers this year and Bt37.5b backlog. […]
Read More →AMATA to build its 2nd TH-Chinese IE in Rayong, valued at Bt2b, to serve mainland investors and support EV and battery manufacturing pjs. Comment: Sigh….I just hate that this is the direction the country is taking. But hats off to Amata, they’ve been able to capture the Japanese and now the Chinese manufacturing co’s expanding […]
Read More →