ADVANC was the 5th to acquire 5G bidding docs, while Cabinet gives greenlight for National Telecom (NT) to participate in the bidding. Comment: I want to see a JAS part 2. AP launches Bt4.7b luxury condo the Rhythm Charoenkrung Pavilion in JV with Japanese partner, plans 4 new condo projects worth Bt12b. Comment: The real […]
Read More →ANAN reports sales from 4 newly launched projects topped Bt8.8b, lifts total above Bt24b full year target. Comment: And still consistently beats all expectations… BH signs agreement PRINC to operate Joint & Spine Centre of Prince Suvarnabhumi Hospital owned by PRINC. Comment: PRINC finally making more moves in the industry, and BH needs the additional […]
Read More →Transport Ministry said he has full authority to revise BEM’s concession extension before the expiry date in Feb 2020. CP Group led consortium, including ITD, CK, BEM, signed a Bt224b contract yesterday to build high-speed train route linking 3 major airports, which is expected to boost economic development and create >100K jobs. Comment: And this […]
Read More →ANAN target 7 new projects worth Bt21.93b, 1 in 3Q and 6 in 4Q, maintaining Bt29b full year transfer, Bt19b to transfer last 4 months. Comment: It’s all back ended to the 4Q as it typically has always been for ANAN and the majority of property companies. So lets see how much damage there is […]
Read More →ANAN: kick-off promo event, Urban Expo, Aug 23-25, aims to purge inventories from 32 ready-to-move in project. Comment: Expect to see a drop in their GPM’s BBL: mulls to revise measures to curb credit card NPLs, sees soured loans from those who has no pay slip climbed (self-employed, online vendor & SMEs). SIRI: cut FY19 […]
Read More →AP’s 1H19 presales stood at Bt20.8b, +20% or 50% of Bt41.8b this year target, plans 23 new projects worth Bt27.265b in 2H. Comment: What real estate crisis? Of course the question lies in whether or not the projects transfer CPF expects windfall from ASF swine outbreak in Vietnam, sees swine price and sales volume recovery […]
Read More →AOT to propose plan to build 2nd terminal at Suvarnabhumi to Transport Min next week, citing urgent need as total passengers this yr is expected to reach 70m, vs 45m capacity. Comment: Although when you walk around the airport you’ll see that they could simple man each desk at immigration and the security lines and […]
Read More →AOT AOT waiting for decision by ACC committee about suitability and size of Terminal 2. It will then submit a report to the board in January. The board has already approved the project. Share price rose yesterday, in the opposite direction of the SET. (Kao Hoon, 21/12/18) Comment: Well lets just hope it won’t take […]
Read More →ATP30 ATP30 expects revenue growth of 10% this year. The march toward an election will increase confidence in investment and bring it more customers. (Thun Hoon, 11/12/18) BGRIM BGRIM targets earnings growth of 16% next year to Bt42bn. Electricity production capacity will increase by 863MW next year. It has been looking into a 30MW wind […]
Read More →BA BA believes that VISA fee exemption will not be very effective, as it is just a short-term stimulus and the process is convoluted. It recommends the government exempt visas altogether, which will encourage tourists to make decisions more rapidly. It is negotiating with a European company to jointly bid for Suvarnabhumi’s duty free space. […]
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