Stocks in the news (advanc, aot, dusit, kliniq, mint, planb, seafco, true) 05.01.26
ADVANC: Reported data usage surged 226% y/y during Dec 31–Jan 1, 2026, driven by spikes in mobile usage, live streaming, and broadband demand.
AOT: LOT Polish Airlines to resume Warsaw–Bangkok route with five weekly flights from Oct 26, 2026. Separately, SCOOT adds five weekly Singapore–Chiang Rai flights from Jan 1, 2026.
DUSIT: Group CEO Chanin Donavanik acquired 1.2m shares in Chanut & Children Co., lifting his stake to 41.36% and consolidating >30% voting rights.
Comment: And now he’s guaranteed some form of control of the company. Hence the pump.
KLINIQ: Unveiled 2026 expansion plans, including 10 new branches nationwide, a shift toward higher-spending provincial markets, scaling its Acne Labs platform targeting Gen Z, and expanding international client outreach to Indonesia and Europe
MINT: Management flags continued resilience in Thailand tourism but cautions that currency volatility, rising costs, and geopolitical uncertainty could weigh on travel spending and hospitality margins in 2026.
Comment: There is zero geopolitical uncertainty imo, america has its balls back.
PLANB: Guides for an upbeat FY26 outlook, supported by higher media capacity y/y, full-year contribution from VGI media management contracts, NexTopia digital media at Siam Paragon, and upside from marketing representation and domestic media rights for the 2026 Asian Games (Nagoya).
SEAFCO: Targets Bt1.6bn FY revenue, supported by Bt2.7bn backlog from MRT Orange Line foundation works; FY margin guidance set at 15–16%.
TRUE: Bangkok’s New Year countdown strained data networks, with TRUE reporting a ~300% traffic surge at ICONSIAM.