BOT targets credit reform as Thailand’s K-shaped recovery persists. The Bank of Thailand highlighted the uneven nature of Thailand’s economic recovery and the need to reform credit structures to improve SME access to financing. The initiative could help address persistent constraints on smaller businesses and domestic demand, but the benefits will depend on implementation and […]
Read More →These Bangkok floods are far worse than most expected, perhaps 20% of the people I know have had their homes flooded, but it isn’t nationwide, thus nowhere the damage of 2011. Prayers to those affected. And as usual my brain went to ok…homepro…crc…thai watsadu…global…scc….all these players should see a demand uplift as a result of […]
Read More →Company news 📊 ADVANC.BK Company Background Advanced Info Service PCL (AIS) is Thailand’s largest mobile operator, spanning prepaid/postpaid wireless, fixed broadband, enterprise ICT and device sales. The name is the telecom cash-flow engine inside the post-amalgamation Gulf–Intouch group; earnings track mobile ARPU and broadband net-adds. The share last printed THB 349.00, up THB 4.00 from […]
Read More →📊 AMATA Company Background Amata Corporation Public Company Limited engages in industrial estate development in Thailand and internationally. The company develops and operates industrial estates, constructs factories for rent, produces and distributes water and electricity, and provides related utility and commercial services, including smart city and mixed-use projects. Market Cap (THB): 37.09B Market Cap (USD): […]
Read More →BAM.BK — Bangkok Commercial Asset Management PCL Thailand’s leading specialized asset management company focused on non-performing loans (NPLs) and non-performing assets (NPAs), primarily real-estate secured, with nationwide recovery and asset management operations. Market Cap (THB) 22.30 billion Market Cap (USD) 667.7 million Current Price 6.90 THB 52-Week Range 6.20 – 8.60 THB P/E (TTM) 12.3x […]
Read More →📊 AWC.BK Company Background Asset World Corp Public Company Limited invests in, develops, and manages real estate properties in Thailand, operating hotels, lifestyle destinations, community shopping malls, and commercial buildings. Market Cap (THB): 67.26B Market Cap (USD): ~$2.07B (at ~THB 32.5/USD) Current Price: THB 2.10 (as of 11 May 2026 close) 52-Week Range: THB 1.55-2.80 […]
Read More →BANPU rpted US subsidiary, BKV Corp, sold PO total 6.9m shrs with underwriter fully exercised greenshoe option to purchase additional 900k shrs, BANPU ownership in BKV will chg to 65.9%. BCH to propose SSO board to increase AdjRw frm current Bt12k to Bt15k to reflect severe level of cases aft cabinet y’day approved higher min […]
Read More →BCPG: Counterparty cancels 99MW Vietnam wind farm deal due to unmet conditions, but exclusive negotiation with BCPG remains open until end-2025. Comment: All the renewable projects in VN that started within the past 7 years are fooked. EGCO: Khanom Power Plant running at full 930MW to support South during floods and compensate for offline plants. […]
Read More →AOT board approved purchase of 73 condo units in Samut Prakan from the MoF to compensate people affected by noise from airport operations worth ~Bt151m. Comment: That’s interesting….was King Power an owner of all these units? CFARM eyes double digits revenue growth target driven by larger egg farm capacity at 15.88m chickens p.a., new cage […]
Read More →Notable Transactions Buy(s) THB 150 mn Sell(s) THB 391 mn
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