Category: Research

ThaiCapitalist research

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Stocks in the news (advanc, com7, gulf, dusit, dpaint, ori, pcc, ptt, stgt) 22.09.25

ADVANC: Double-digit iPhone sales growth expected vs last year; positive impact on net subscriber additions from discounted handset campaign. Comment: I’m still continually surprised by the demand for iphones….but whatever is what it is, and not only do they have a volume increase, the ASP increase doubles the growth rate… COM7: Record pre-orders for iPhone […]

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Stocks in the news (aav, advanc, banpu, impact, sc, scx, turbo, vih, itc, aai) 18.09.25

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 […]

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Stocks in the news (amata, aot, cbg, com7, cpf, epg, mtc, nex, sino, teamg, vgi) 17.09.25

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 […]

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Stocks in the news (atp30, cococo, eastw, itd, ptt, pttgc, spali, tu, kbank, sc) 16.09.25

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 […]

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Stocks in the news (anan, bh, dusit, eastw, gwm, kbank, capxt, inset, itd, jas, ptg, ptt, scb, skin, true) 15.09.25

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 […]

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