Stocks in the news (advanc, ichi, samart) 06.03.26
Advanced Info Service Public Company Limited (AIS) is Thailand’s leading telecommunications provider, offering a comprehensive suite of services including mobile network operations, high-speed fixed broadband, and enterprise digital solutions. The company is at the forefront of the country’s 5G rollout and continues to expand its ecosystem into virtual banking and digital content platforms.
ADVANC: The company’s US$1bn bond issuance was reportedly five times oversubscribed, with two tranches — 5-year at 4.26% and 10-year at 4.894% — to be listed in Singapore. Proceeds will be used to expand digital infrastructure.
Comment: MINT doing a REIT in Singapore, ADVANC doing a bond issuance in Singapore…erm hello Thailand, SET & SEC it’s time you wake up. But this makes sense from a geopolitical viewpoint, Singapore is funding the datacenter expansion into Thailand.
Ichitan Group Public Company Limited is a leading beverage manufacturer in Thailand, specializing in ready-to-drink green tea, herbal juices, and carbonated healthy drinks. The company operates a state-of-the-art production facility and maintains a strong market presence through diversified product offerings and strategic joint ventures in international markets like Indonesia.
ICHI: The company is reportedly in discussions with a potential large OEM client that could begin contributing revenue as early as 1Q26, while management continues to guide FY26 net profit of THB1.315bn.
Comment: That’s not market manipulation at all eh? “Please sir, buy our stock, we swear we’re doing more business”
Samart Corporation Public Company Limited is a technology-focused conglomerate with core operations in Digital ICT Solutions, Digital Communications, and Utilities & Transportations. The group provides integrated system engineering, infrastructure management, and technical services to both government agencies and private enterprises across the Southeast Asian region.
SAMART: The company expects revenue to rise to THB14bn in FY26 (from THB10bn in FY25) and net profit to reach THB846mn (+77%), supported by contributions from SAV following the opening of Dara Sakor International Airport in Cambodia, while its subsidiary SAMYEL is targeting THB20bn in new project bids.
Comment: SAV is a beautifully hidden crony gem.
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