AAV launches three new international routes from Bangkok: Almaty, Sendai, and Riyadh; will take delivery of 2 A330 aircraft in 4Q; domestic routes BKK–Chiangrai and BKK–Nakhonsithamarat start 1 Oct. Comment: At one point this should be an interesting trade…I thought it was the case a few months ago…let’s see. AIS: Thailand Cyber Wellness Index 2025 […]
Read More →AMATA: Maintains FY industrial land sales target at 1,200 acres (3,000 rais); demand expected to accelerate in 2H25 as regional unrest eases, reinforcing recurring land sale revenue. Comment: It’s still roaring in. AOT: Suvarnabhumi Airport upgraded from 3-star to 4-star by Skytrax; management plans to further develop it into a 5-star regional hub, supporting long-term […]
Read More →ATP30 Expands Solar Rooftop & E-Bus Fleet: Phase 2 solar rooftop capacity +120kW; fleet expansion to 30 e-buses by year-end. E-bus margins 25% higher than ICE vehicles. Comment: Well with the cronies fully back in charge, perhaps all these ridiculous ideas will work again… COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →Boom what a quick recovery. List the uncertainties that may have held back the Thai Equity market
Read More →Side note: I’ve noticed some new equities, STX and STARM. I wonder what these are..RTO’s? Notable Transactions Buy(s) THB 220 mn Sell(s) THB 3 bn
Read More →KTB expects to benefit from hosting Pao Tang digital wallet app, subscribers’ data signed up for co-pmt shopping stimulus wud give an edge to its virtual bank business, Kaohoon. Comment: Voila….if PT wasn’t so stuck up about branding, they could’ve simply used the Pao Tang app…but no…b/c of branding they then spent a small fortune […]
Read More →AMA to expand integrated logistic project via its unit, AMAL, launching medical delivery via unmanned aerial vehicles in collab with Public Health Min in Dec 25 – April 26, targeting 3 southern most provinces, Satul, Krabi and Phangna. Comment: It certainly helps to have a family member in the BJT party AP m/t 34 residential […]
Read More →ACE: cod 5.21mw solar project, lifts total to 92 project combined 758.25mw (cod-ed 42pj 433.3mw & 50pj 324.95mw under development) Comment: Crony crony crony, but it doesn’t matter as they’re still winning projects (and to their credit – their presentation material and monitoring of their plants are impressive) BCH upbeats 3Q earnings form improved fly-in […]
Read More →COM7 said during the launches of new iPhone model will usually boost sales up by 20-30% and it has high hope with the new iPhone 17 to boost 4Q25 and help it achieved a 10% rev growth t/g for this yr. Comment: After a decade..it still amuses me how simple it is to just trade […]
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