Market Update 08/12
The flood news is finished? Hello Ayutthya and Hat Yai are still under water but ok, the newsflow is back to Thailand vs Cambodia…but what if this was already planned weeks ago and was only postponed by the floods…
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ThaiCapitalist research
Management Transactions 01/12 – 04/12
Notable Transactions Buy(s) THB Sell(s) THB 17 mn
Read More →Stocks in the news (banpu, bch, cpaxt, bjc, global) 04.12.25
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 →Stocks in the news (aav, banpu, gpsc, mega, nex, rml, sawad, sisb, wha) 03.12.25
AAV +5.36% on sentiments. Capital A’s shares +87%, the most on record, as the Msia company’s Dec. 3 deadline approaches, when shareholders must be on record to receive AirAsia X shares distributed under a restructuring plan. Capital A shareholders are receiving AirAsia X shares as part of a restructuring in which Capital A is transferring […]
Read More →Stocks in the news (advanc, awc, ccet, master, noble, siri, symc) 02.12.25
ADVANC’s joined forces with MakeMyTrip, India’s leading OTA platform for hotel and travel bookings, to help drive Thailand’s tourism industry. By combining the strengths of two industry leaders in communications and travel, the partnership elevates the end-to-end journey for Indian visitors. (Kaohoon) AWC’s unveiled Skyflyers: Wings of Garudapterus, a new riverside experience at Asiatique The […]
Read More →Stocks in the news (ba, cpf, delta, egco, gulf) 01.12.25
BA concluded deal w/ THAI to joint dvlp MRO (maintenance, repair, overhaul) hub at U-Ta-Pao airport in EEC area. Mgmt insists that U-Tapao Aviation City project will go ahead without waiting for the high-speed rail. It’s proposed adjusting its investment plan and reviewing its benefits to ensure they are relevant to the post-COVID era. It […]
Read More →Management Trades 24/11 – 28/11
Notable Transactions Buy(s) THB 811 mn Sell(s) THB 13.4 mn
Read More →Stocks in the news (aot, centel, or) 28.11.25
AOT, to keep watch for early Dec reports FY25 air travel revenue, +1.12% to Bt68.59b. Acting AoT President Paweena stated Bt33.05b from AERO, +Bt2.05b or +6.6%; after PSC +6.92% and total passenger +5.61% across 6 airports. Airport service fees +4.93%, in line with +7.56% in total flights. Recent developments of the new contract with King […]
Read More →Stocks in the news (bcpg, egco, epg, erw, jmart, global, ori, s, scgd, samart, smo, stgt) 26.11.25
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. […]
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