APCS wins power station construction projects from Provincial Electricity Authority (PEA) total Bt148.96m. ATP30 anticipates lower 4Q expense after replaced current fleets with EV buses for 1st phase, sees demand for transport grows from industrial clients and tourism sector, allots Bt200m to invest in 30-40 E-bus, maintains 25% FY22 revenue growth target, 10% growth next […]
Read More →So…..this year is done in my mind. If you had energy – well done, if you didn’t I whined about PTTEP enough times during ’21 – 1H22, before it finally took off. Now for the next 3-6-12-18-24 months…just go to this post, I dumped my thoughts there: Random Thoughts – Brain Dump
Read More →Notable Transactions Buy(s) THB 298 mn Sell(s) THB 104 mn
Read More →As I was writing the market update for tomorrow…sitting alone in the office, I had a beautiful brain dump…so enjoy …..here goes (to my punjabi MC’s enjoy!), usual disclaimers – its disorganised, likely all wrong, not to be taken seriously, I love the king. ….I have various scenarios still running through my mind….brain dumping below, […]
Read More →Week 28/11 – 02/12 Corporate News CTG VN Vietinbank plans to offer VND9trl of non-convertible bonds without warrants and collateral in two tranches through 3Q next year. Under new plan, first tranche includes VND2trl of 8-year bonds and VND3trl of 10-year bonds, slated for sale in 4Q to 1Q 2023. Second tranche comprises VND1.5trl of […]
Read More →AOT sees turnaround in profit in 1Q23 (ending Dec 22), as pax recovered to 70% to 270K/day. BCP sees continued growth in EBITDA, supported by BCPG-OKEA expansions, sets Bt45.6b capex, expects strong 4Q on seasonal. CBG mulls listing convenience store subsidiary, CJ Express, as soon as next year, aims to raise US$500m for stores expansion. […]
Read More →ASW in 51% jv with Japan’s Takara Leben to develop a condo projects worth Bt1.35b under KAVE brand near Kaset Uni, their 2nd jv. BGRIM coded 140mw Amata Bgrim Power (ABP1R) co-gen power plant on Nov 29. BJC upbeats 4Q earnings from positive SSSG at Big C hypermarket, surging traffic at mini Big C on […]
Read More →AOT: cabinet approved DMK airport expansion phase 3 to accommodate 40m passenger traffic p.a. from current 30m, 3rd passenger terminal & 6th parking bay to be added under Bt36.829b budget. Comment: Getting ready for China + India to visit Thailand en masse CHIC selected by GRAND for interior design and furnishing of hi-end projects, ANIL […]
Read More →ADVANC eyes virtual banking license, after selling remaining stake in AISCB to SCB, aims to capitalize on its >50m mobile and internet customers. Comment: Urgh…can’t think of one digital bank that is actually profitable globally. Prove me wrong if there’s one out there. AMR signed MOU Eastern Pro Water Supply to jointly expand tap water […]
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