Tag: 360: Thailand

0

Stocks in the news (ichi, ncap, nl, psl, thai, stecon, cpf, br) 04.08.25

ICHI anticipates positive earnings momentum carry thru 2H driven by OEM coconut water for IF brand, larger contribution from non-tea beverage, new bottle size of alkaline drinking water, keeps 10% FY revenue growth target at Bt9.5b. Comment: Yeah well..yawn…can this industry somehow return to a CAGR 10-15% growth again? NCAP eyes 10% FY loan growth […]

Read More →
0

Stocks in the news (itc, jas, jpark, kbank, maguro, rt, spali) 01.08.25

ITC: 2Q net profit at Bt696m, -31% yoy, beats Bt73m consensus, thanks to strong sales revenue +5.3% qoq, sales volume +6.9% qoq from orders from premium brands, contribution from new products bolster earnings, pays interim Bt0.4 dps, XD Aug 14. JAS: Supreme Admin Court dismisses National Telecom (NT)’s appeal on revenue sharing dispute on eastern […]

Read More →
0

Stocks in the news (com7, planb, tu) 31.07.25

COM7 fired an employee at mobile retailer Studio 7, filed a police complaint and issued public apology aft data of one of the customers was leaked and shared without a consent. Comment: I’ve taken the assumption that all of our data is not private. Assume the same.. PLANB flies TH national flag at 3 digital […]

Read More →
0

Stocks in the news (gulf, pttgc, sawad, scgp, tfg, true) 30.07.25

GULF’s expected to report Bt58.5b Net Profit in 2Q, +797% yoy, thanked to ~Bt52b booking of ADVANC’s fair value, while normalized profit is expected at ~Bt7.24b, Thunhoon. Comment: Well there you go, that’s going to help to pump the name a bit. PTTGC is expected to take the final hit in 2Q from inventory & […]

Read More →
0

Stocks in the news (ktb, scb) 29.07.25

KTB offers remedy package for retails & SME borrower affected from TH-Cambodia border clash, reduce mthly installment by 75% for 1 year for mortgage, 0% interest for 3 months than 2.5% p.a. for 33 months, monthly installment for P-loan also reduce by 75% for 1 year, 4.5% interest p.a. for 3 years, 0% interest for […]

Read More →
4

Market Update 29/07

And in the blink of an eye, Thailand is one of the best, if not the best performer in the world this month. The threat of the Cambodians, tariffs, a new BoT governor and the Shinawatras potentially being kicked out has made Thai Stocks great again. We’re in the midst of earnings season and let’s […]

Read More →
3

Random Thoughts: Blame the French

Wars are ridiculous…10 idiots vs 10 idiots creating issues for millions. Children die, no one cares. Just get the UFC to organise a Marquis fight between Thaksin and Hun Sen to settle this. Or just Blame the French: The border dispute between Thailand and Cambodia, particularly around areas like the Preah Vihear Temple, stems from […]

Read More →
0

Stocks in the news (bem, gunkul, prm, true) 25.07.25

BEM sees record high profit this year to Bt3.9b, boosted by Government’s Bt20 flat fare for electric trains in BKK effective from Oct 1 this year, covering 8 lines and 13 routes and 276.84kms in total, seeing 20% jump in ridership. Comment: Well yes and no, it’s a function of a new line up and […]

Read More →