88THsigned exclusive distribution agreements with Suwan (offline) and Nexora (cross-border e-commerce via Tmall Global, JD Worldwide, Douyin Global, Xiaohongshu). The company sees strong long-term potential in the Chinese market. Comment: I know little about this business model, let’s see how far they can take it. I simply view it as the modern day version of […]

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GULF/KBANK: The SEC reported that GULF TB bought another 5.4mn shares in KBANK, resulting a holding at 5.0288% (the 4th largest shareholder in KBANK). KBANK result will be released on 21 October with analyst meeting is scheduled same day at 10:30am BKK. (Kaohoon) Comment: Oh and what happened to all the rumours that GULF won’t […]

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Financial: Auto hire-purchase lending is likely to remain flat in 2H25 despite falling interest rates and competitive new car pricing, says Tris Rating, citing cautious lending practices, weak consumer purchasing power, a glut of used cars and limited truck demand. (Bangkok Post) GULF: The company is ready to participate in investments, particularly in projects related […]

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88TH, a beauty & wellness products manufacturer (88 Thailand), debuts its IPO with 59.5m shares at Bt5.45 each, led by CGS. Comment: I have wondered about this stock…how long before it goes to 0 ERW is expected to be a prime beneficiary of the tourism stimulus in secondary provinces. Its Hop Inn budget hotel chain […]

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88TH IPO set at 59.5m shares, THB 5.45/share, subscription 25–29 Sept, funding product expansion and new launches. Comment: Roll up roll up, this is your marketing tiktok punting shop. BGRIM partners with KBANK on interest rate hedging for renewable power projects, first in Thai power sector, supporting net-zero transition. Comment:: Net zero? Go suck a […]

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