Tag: SET Index
Stocks in the news (ktc, ncl, pttep, stecon, true, top, whaup) 16.01.26
KTC has received BOT approval to return licenses for certain payment service businesses, including electronic money transfer and bill payment services. Business dissolution is expected to be completed by 2Q26. Comment: Cost cutting – that’s the mode Thailand and every company is in at the moment, which only further ruins the domestic growth story. What’s […]
Read More →Stocks in the news (bbl, bem, gtb, itd, jkn, ktc, kbank, pttep) 15.01.26
Note: I’m adding these Company Descriptions – takes a few extra minutes work with some of the AI help but I find it useful Bangkok Bank Public Company Limited (BBL.BK) is Thailand’s largest commercial bank by assets and a leading financial institution in Southeast Asia, founded in 1944 and headquartered in Bangkok. Market Cap: THB […]
Read More →Stocks in the news (bjc, gulf, scc, tman) 14.01.26
📊 Company Background: Read the BJC description → BJC – Berli Jucker Logistics (BJL) entered a 50:50 JV with DHL Supply Chain Thailand, with planned capex of Bt1–1.5bn over five years, to provide specialized, compliant logistics supporting Thailand’s healthcare supply chain, with a focus on quality control and traceability. DHL contributes technology capabilities including warehouse […]
Read More →Stocks in the news (aot, bgrim, mtc, kkp, ttb, pttep) 13.01.26
AOT plans to launch an aviation market promotion project aimed at stimulating flight volumes and passenger traffic, with a focus on attracting international tourists — particularly from China — to support a more sustainable tourism recovery. Comment: Chynaaaaaaaaaaaaaa, as if this will make a difference, offer some free holy durians instead to winnie the xi […]
Read More →Stocks in the news (advanc, ba, gulf, ichi, susco, rbf, scc) 12.01.26
ADVANC: momentum into Jan may drive follow-through inflows; drivers include stronger mobile subscriber growth, improved FBB ARPU, cost efficiencies, and expected higher cash distributions from major shareholders. Comment: This sector is simple – it hasn’t changed – duopoly, minimal revenue growth, no more fighting, cost cutting margins up and massive divvy’s paying out. BA launching […]
Read More →Management Trades 05/01 – 09/01
Notable Transactions Buy(s) THB 40 mn Sell(s) THB 40 mn
Read More →Market Update 12/01
Politics aside – the news hitting the market is in the hospital sector with AIA officially stopping to sell lump-sum health insurance policies and they have some 25% of the market. Meh IMO, though if people are going to finally look at the rubbish private Thai hospitals are adding to the bills…perhaps it will hurt […]
Read More →Stocks in the news (bgrim, delta, seafco, syntec, tfg) 09.01.26
BGRIM is ready to bid for 1,500MW of upcoming community solar auctions and will outline its 2026–2028 strategy in January. Comment: It’s still ridiculous that Thailand is going down this route…get LNG & coal going… DELTA: Shares fell 12.9% after a 45.8m-share placement at Bt171 via UBS. NVDR outflows reached -Bt4.8b YTD, highest on SET. The […]
Read More →Stocks in the news (ktb, ivl, rt, tidlor, ttb, rojna, trt) 08.01.26
KTB: The bank is preparing for a weaker outlook after assessing a slowdown in loan growth, in line with Thailand’s projected 2026 GDP growth of 1.5–1.8%. Management is also exploring new S-curve businesses, including an asset management company (AMC), to diversify revenue amid global and domestic risks. Comment: The loan growth slowdown is b/c the banks […]
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