ASW plans 12 new projects worth Bt22.5b, sets Bt15b presales target and Bt7.2b revenue, Bt12.9b backlog, sets Bt400m capex for non-property business. AU sees solid 4Q22 on higher tourist numbers and seasonal, boosting FY22 growth to >25% target, mulls new products, 5 new branches, including 2 in HK this year. Comment: And every quarter is […]
Read More →ADD: local fund, BBLAM, cuts holding by 1.4375% to 4.3536% of total outstanding on Jan 26. NBTC gave greenlight to ADVANC’s bid for 3BB and JASIF, pending appointment of independent consultant, before submitting for NBTC’s board approval in 1-3 months, Tabloid. Comment: Well that took them a while… BH sets double digit revenue growth this […]
Read More →Notable Transactions Buy(s) THB 428 mn Sell(s) THB 780 mn
Read More →BBL raises prime lending rates by 15-20bps, savings by 5-25bps from today, its minimum lending rate now at 6.45% and savings will be 0.5%, becomes the 1st to hike after BOT’s on Wednesday. Comment: Just look at that spread, remember the news article where the bankers said they wouldn’t increase rates. BEM mulls revising up […]
Read More →AWC sets double digit revenue growth target this year, to spend Bt1b on renovating and adding lifestyle spaces to the Empire, its largest office tower, under the theme “Co-Living Collective : Empower Future”. Comment: And they’re just going to keep eating up the market and buying the assets from the family at “fair value” BDMS […]
Read More →ATP30 sets Bt180m capex to replace fleet with 60 e-bus, aims to boost margins from lower maintenance & fuel costs. BGRIM sets 10,000MW capacity target by 2030, 10% EBITDA growth p.a., boosting renewable energy to 50%, and bids for 2,000-3,000 MW alternative energy PP in VN under PDP8. Comment: With the drive from politics, I […]
Read More →BIOTEC signed MOU Beijing Super Power New Energy Tech Development (BJGSP) to invest in solid state battery to fill demand for energy storage for solar farm & household users. Comment: I have zero faith in anything a Thai company invests into in China. (exclu MINT with the food business) CENTEL may see positive surprise hotel […]
Read More →AOT mulls speeding up Bt130b mega projects under new CEO, including expansion at Suvarnabhumi airport’s terminal, southside aero logistic park, Chiangmai 1st phase and Phuket airport 2nd phase. Comment: Mulls? Wtf are these donkey kongs doing up there, Thailand is going to be overflowing with mainlanders and indians within the next 12 months. HUMAN is […]
Read More →Notable Transactions Buy(s) THB 226 mn Sell(s) THB 280 mn
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