Stocks in the news (advanc, itthi, sky, tidlor, toa) 27.10.25
ADVANC: AIS provide more convenient for the public by expanding 5G, 4G and free WiFi signals, battery charging points and drinking water nearby the Grand Palace. , Sanam Luang and Ratchadamnoen Ave. (Hoonsmart)
ITTHI: The management is accelerating its work on three key projects: EV charger installation, EV transformation, and lighting. The EV charger installation will begin this November, while the EV transformation project is expected to begin next year. (Thunhoon)
Comment: Dare I say it, I bought a chaineeze EV…I’ve been waiting and waiting for the 5.0L Ford mustang to sell at US prices….but it hasn’t happened…Thailand’s EV charging network is far better than I expected but at one point these players are going to have up prices on users or half will be out of business.
SKY sees continued growth both yoy and qoq in 3Q, supported by Bt23b backlog and contribution frm AOTGA, in which it holds 25% stake, who won ground and cargo services at Suvanabhumi airport, expected to sign contract in Dec.
TIDLOR: Is offering 3-year bonds with an interest rate of 2.70% per annum. Open for subscription on Oct 28-30. (Hoonsmart)
Comment: Jebus….that’s cheap debt.
TOA: The Co is targeting the Bt20bn domestic sanitaryware market, partnering with the JOMOO brand to launch the first “TOA /JOMOO” showroom. The goal is to expand to 300 branches by 2027, with an investment budget of Bt700mn and an initial sales target of Bt200mn for Smart Toilets and Bathrooms alone. Positive signs are emerging, with revenue expected to grow this year, bucking the slump in the new housing market. (Thunhoon)
Comment: Lower oil prices = higher margins…that’s it. Hopefully they’ll write off their international expansions as they’ve flopped, especially in indo.
MoF mulls proposing Bt120b household debt resolution plan to the Cabinet this wk, with Bt60-70b 1st tranche in debt from banks and non-banks is expected to be transferred to Sukhumvit-Ari AMC with Bt10b initial capital left over from the “You Fight, We Help” pj.
Econ: SCB projects Thailand 2025-2026 growth is likely to experience low growth rates of just 1.8% and 1.5%, respectively amid domestic-global headwinds. (Kaohoon)
Comment: SCB and everyone else was completely wrong on 2025, and practically every other year…let’s see how the domestic econ wobbles along in 2026.
Econ: Thai businesses are demanding govt aid, warning that the ongoing border closure with Cambodia could cost the economy an est Bt100bn by the end of 2025. The requested relief package includes financial support such as tax cuts and low-interest soft loans, the establishment of alternative logistics routes, and measures to protect national supply chains. (The Nation)