Stocks in the news (88th, bbrgif, cfarm, kamart, sc) 21.11.25
88THsigned exclusive distribution agreements with Suwan (offline) and Nexora (cross-border e-commerce via Tmall Global, JD Worldwide, Douyin Global, Xiaohongshu). The company sees strong long-term potential in the Chinese market.
Comment: I know little about this business model, let’s see how far they can take it. I simply view it as the modern day version of infomercials
BRRGIF announced a capital reduction payout of THB 0.16 per unit, payable on 15 December.
CFARM anticipates continued YoY earnings growth in 4Q25 supported by expanded poultry production (+1m birds), shorter rearing cycles, strong global export demand and elevated prices boosted by avian-flu disruptions.
CRC completes divestment of Rinascente in Italy. CRC finalized the sale of its entire stake in CRC Holland B.V. and Rinascente to LR Group Holding S.r.l. The entities ceased to be CRC subsidiaries effective 19 Nov 2025.
Comment: Well done to CRC for joining my POS list.
KAMART approves partial tender offer by Wealth Siam; ends buyback early.KAMART ended its share buyback early after repurchasing 9.9m shares (THB 77m). It approved Wealth Siam’s partial tender offer for 128.33m shares at THB 9.80, raising its stake to 30%.
Comment: Boom. That’s impressive.
SC named All Well Corp as exclusive partner to manage sales of the STILL Sukhumvit 20 ultra-luxury condominium, targeting Chinese and Myanmar buyers. Launch is slated for 4Q25.