AUCT sees repossessed vehicles traffic accelerates thru auction yard aft debts relief prog phased out since July, expects FY22 traffic in the system above 300k vehicles. Comment: And they’ve increased the fee that they charge…. BAM reaffirms Bt4b cash collection target in 3Q, will announce JV distressed assets management venture on July 29, sees earnings […]

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So the THB is the weakest in 16 years and as of this Monday evening has crossed 37 to the USD again, whereas the equity market remains flat for the year. Amusing times….all eyes on this week as 16 central banks are making a decision within 24 hours, shouldn’t they all be increasing rates?

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Notable Transactions Buy(s) THB 240 mn SPALI – The power couple keeps buying and buying and buying. SUSCO – Now that’s interesting, haven’t seen them buy shares in a long time, a beneficiary of falling oil prices and increase in fuel volume (via its holding in BAFS and trading oil to Cambodia) Sell(s) THB 112mn […]

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Week 12/09 – 16/09 Combining stock news + some interesting country specific news. Stock News ACV VN Vietnam’s transport ministry directs ACV and concerned units to speed up construction of Long Thanh International Airport in the southern province of Dong Nai and ensure the operation of the first flight on Sep 02, 2025, news website […]

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BYD set to pursue state EV incentives: BYD is expected to be the latest Chinese automaker to take up the government’s electric vehicle (EV) incentives when its sole distributor Rever Automotive Co signs an agreement with the Excise Department later this month for a tax reduction and subsidy that make the firm’s “new energy vehicles” […]

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ASW forms venture with Tokyo Tatemono to jointly develop Bt2.2b high-rise projects, Atmoz Oasis Onnut. Comment: I am impressed that they are still solvent… CHOW’s firm on Bt1.7b revenue target this year, on higher steel orders in 2H, with higher trading margin, to speed up solar rooftop installation to meet 70MW target by end of […]

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AWC signs development and management contract with Marriott International to develop and management the Ritz Carlton BKK the Riverside. BA firms on Bt8b revenue target this year, sees solid recovery in tourism, mulls opening new routes. BEM to source for Bt120b, without resorting to capital increase, for investment in Orange Line, firms on >Bt2b profit […]

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BAREIT: BA Airport Leasehold REIT, debut IPO 1.03b units at Bt 10 apiece, KBANK leads & KASSET trustee. BCP ramps up Oil & Gas EP investment in Norway via flagship venture OKEA drilling co (45.7% holding) as 1H22 OKEA revenue +148% yoy to Bt 10.2b boosted by geopolitical conflict, rising price and increasing global demand. […]

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ADVANC agreed to pay JASIF Bt3b in advance for fiber-optic rental, to sweenten the deal for its acquisition. ASIAN: SEC approved IPO filing of its pet food unit, Asian Alliance Int’l (AAI), to sell up to 637.5m shares, TISCO leads. Comment: I look forward to seeing this IPO, Asian hit gold with the pet food […]

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ASK keeps Bt37b FY loan target after logged Bt18.14b in 1H, improves debt service ability and high seasonal in 4Q to boost earnings. Comment: And because of their product/customer base, NPLs are not going to mimic what has been seen in the motorcycle space BA reaffirms Bt8b revenue target this year, 2.6m passengers, on tourism […]

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