Management Trades 25/08 – 29/08
Notable transactions Buy(s) THB 4 mn Sell(s) THB 4 mn
Read More →Tag: 360: Thailand
Stocks in the news (advanc, true, bcp) 29.08.25
ADVANC – TRUE – NBTC disagrees in principle with US demand to fully open up local telecom market to foreigners as part of recent tariff negotiations. TH’s type 3 telco license is closed to maintain national security where operators providing services to large number of consumers via their own network. US also asked TH to […]
Read More →Stocks in the news (aot, asian, bcpg, gulf, gunkul, mint, top) 28.08.25
AOT: JPN-based LCC, Zipair, will increase flights from Narita-BKK route from daily to 10 flights/week starting from winter timetable on Oct 27. ASIAN revised down FY revenue target to Bt10.21b from Bt11.36b, cuts GPM to 14-15% range due to impact from strong THB & US tariffs on frozen seafood exports, mulls expanding revenue from pet […]
Read More →Stocks in the news (bgrim, gunkul, centel, ck, ichi, sc, sjwd, thcom, thg) 27.08.25
Fitch Rating TH said 6 major banks, designated as domestic systematically important banks or DSIBs by BOT including BBL, KTB, KBANK, SCB, BAY and TTB, are likely to face rising assets risks over nxt several yrs, pressured by a continued rise in impaired loans, which has edged up frm 3.5% at eo-23 to 3.6% eo-24 […]
Read More →Stocks in the news (advanc, advice, aot, bgrim, fpi, ori, ptg, thai, tu) 25.08.25
ADVANC in collab with National Saving Fund to offer its subscribers to buy retirement lottery via its myAIS, expecting to be launched in 4Q25. Comment: The “organisations” that used to make that 20 baht spread are going to be p’ed off. Yes a lottery ticket in thailand is supposed to only cost THB 80, however […]
Read More →Management Trades 18/08 – 22/08
Notable Transactions Buy(s) THB 578 mn Sell(s) THB 63 mn
Read More →Stocks in the news (kbank, thcom, top) 22.08.25
KBANK’s rolled out its blockchain-powered e-wallet called Q-Wallet in a regulatory sandbox, allowing foreign travelers to convert stablecoin USDC into THB to fund their spending in the country via Thai QR Payment, without needing a bank account. Comment: Wow. Perhaps the impact on tourism is minimal but this is still an interesting development. THCOM sets […]
Read More →Stocks in the news (epg, ivl, scb, scc) 21.08.25
EPG expects positive momentum to continue in 2H, driven by improved operations at Aeroflex (USA) following a 5% price hike in July, higher domestic parts sales from demand for canopy and side-step, lower ECL due to better business in South Africa, and plans to scale back SG&A to stretch margins. Comment: Despite the fact that […]
Read More →Stocks in the news (bam, kbank, jpark, moshi, mtc, or, pttep, spali) 20.08.25
BAM expects NPL sales by financial institutions to reach Bt200bn this year (vs. Bt150bn in 2024). Plans to participate in ~Bt30bn bids, targeting ~Bt3bn in bad debts. Comment: Yes….but if BAM and JMT can only buy ~THB 50 bn together, there’s just far too much supply out there. KBANK: Invesco increased its stake by 0.1688% […]
Read More →Stocks in the news (banpu, ba, cpn, itd, k, siri, ziga) 19.08.25
BANPU anticipates 2H turnaround from driven by 14.5mw Iwate Tono battery energy storage system pj (BESS) in JPN cod-ed in Jun, contribution from 50% stake in 350mw Wooreen BESS pj in Victoria, AU, temple I & II pp in Texas, expects transaction of $370m US natgas M&A (Bedrock Production LLC) to complete in 4Q, lift […]
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