Company news 📊 AMATA.BK Company Background Amata Corporation PCL develops and operates industrial estates in Thailand and Vietnam (Amata City Chonburi, Rayong, Bien Hoa and related sites), selling prepared land to manufacturers and layering utilities, rental factories and power/water JVs on top of the estate platform. Cash flow mixes lumpy land transfers with recurring utility […]
Read More →Company news 📊 AWC.BK Company Background Asset World Corp PCL is the listed hospitality and mixed-use property platform of the TCC group, owning and operating hotels, retail and commercial assets across Bangkok and key Thai tourist cities. Earnings mix room and F&B recovery with a still-heavy development pipeline and leverage; the share last closed at […]
Read More →Company news 📊 BEM.BK Company Background Bangkok Expressway and Metro PCL operates Bangkok tollways and the Blue Line metro under long concessions, plus commercial development along stations and expressway corridors. Cash flow is contracted traffic and fare/toll collections with a leveraged concession balance sheet; the share is holding the Thursday bounce at THB 6.80 this […]
Read More →Company news 📊 AMATA.BK Company Background Amata Corporation PCL develops and operates industrial estates in Thailand and Vietnam (Amata City Chonburi, Rayong, Bien Hoa and related sites), selling prepared land to manufacturers and layering utilities, rental factories and power/water JVs on top of the estate platform. Cash flow mixes lumpy land transfers with recurring utility […]
Read More →📊 DITTO Company Background Ditto (Thailand) Public Company Limited engages in the distribution and rendering service of data and document management solutions in Thailand. The company rents, distributes, and services photocopiers, printers, and technology products, as well as renders technology engineering services for projects. It also offers various IT and climate technology solutions. Market Cap […]
Read More →📊 AOT Company Background Airports of Thailand Public Company Limited is the leading airport operator in Thailand, managing six major international airports including Suvarnabhumi and Don Mueang. The company derives its revenue from aeronautical services, such as landing and parking fees, and non-aeronautical services, including concession fees, service revenues, and office and state property rentals. […]
Read More →📊 BAM Company Background Bangkok Commercial Asset Management Public Company Limited is Thailand’s largest asset management company, specializing in managing non-performing loans (NPLs) and non-performing assets (NPAs) acquired from financial institutions to restructure debt and rehabilitate the real estate sector. Market Cap (THB): 25.53B Market Cap (USD): ~$823M (at ~THB 31/USD) Current Price: THB 7.90 […]
Read More →📊 GULF Company Background Gulf Energy Development Public Company Limited is a holding company that invests in subsidiaries operating three core businesses: power generation, infrastructure and utilities, and digital infrastructure and related services in Thailand and overseas. Market Cap (THB): 817.96B Market Cap (USD): ~$26.4B (at ~THB 31/USD) Current Price: THB 56.00 (latest close, 10 […]
Read More →MFC / 88TH – MFC clarified its 13.85% stake in 88TH resulted from a share transfer under Thailand’s Ministerial Shareholding Act and that MFC is not the ultimate beneficial owner, despite becoming the second-largest shareholder. Comment: Uh huh…and the ultimate beneficial owner isn’t disclosed? AOT – Noted that Indonesia’s Citilink (Garuda Group) launched daily Jakarta–Bangkok (DMK) flights, supporting inbound regional travel. […]
Read More →BA concluded deal w/ THAI to joint dvlp MRO (maintenance, repair, overhaul) hub at U-Ta-Pao airport in EEC area. Mgmt insists that U-Tapao Aviation City project will go ahead without waiting for the high-speed rail. It’s proposed adjusting its investment plan and reviewing its benefits to ensure they are relevant to the post-COVID era. It […]
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