๐Ÿ“Š BAFS Company Background Bangkok Aviation Fuel Services Public Company Limited provides aviation fuel storage and refueling services, primarily operating at Suvarnabhumi and Don Mueang airports. The company also manages fuel pipeline systems and provides technical aviation services, positioning itself as a critical infrastructure provider for Thailand’s aviation and tourism sectors. Market Cap (THB): 5.34B […]

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๐Ÿ“Š 88TH Company Background 88(Thailand) Public Company Limited is a leading personal care and beauty company that manufactures and distributes high-profile brands such as LYO hair care, Hone skincare, and ver.88 cosmetics, utilizing a robust multi-channel distribution strategy across Thailand and international markets. Market Cap (THB): 1.09B Market Cap (USD): ~$33.16M (at ~THB 32.5/USD) Current […]

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๐Ÿ“Š AOT Company Background Airports of Thailand Public Company Limited (AOT) manages and operates six international airports in Thailand, including Suvarnabhumi and Don Mueang. As a state-owned enterprise, it is a dominant player in the Thai aviation industry, serving as a primary gateway for international tourism and logistics. Market Cap (THB): 721.43B Market Cap (USD): […]

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๐Ÿ“Š A5 Company Background Asset Five Group Public Company Limited is a real estate developer focused on residential projects, including luxury condominiums, single-detached houses, and twin houses in prime Bangkok locations and other provinces. The company operates as a holding company investing in real estate and related businesses with a design philosophy centered on “Urbanized […]

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BAFS: The mgmt said a surge in fuel refueling volume in the 4Q25, reaching its peak season which will be supported by SEA Games and athletes boosted fuel refueling volume. Growth is expected to continue next year, despite challenges from airports raising PSC. BAFS is preparing for a significant turning point in its pipeline transportation […]

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BAFS anticipates positive 2Q earnings growth YoY, driven by a 6% increase in jet refueling volume amid strong air traffic from the EU and South Asia. The company maintains full-year revenue growth target of 9% to above Bt3.8bn, with sales volume forecast to rise 7% to 5.4bn liters. Key clients include carriers from Thailand, India, […]

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ASW reported 9M residential sales +24% yoy above Bt14.5b account for 82% of Bt17.8b FY target thanks to well diverse portfolio between leisure condo in tourist town, campus condo and SDH project, will launch Bt5b project 47 storey 606 units, Aquarous Jomtien Pattaya, in 4Q BAFS keeps 5b ltrs FY jet refueling volume target, expects […]

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BDMS signed MOU with Russiaรขโ‚ฌโ„ขs largest private healthcare provider, MEDSI, to enhance medical marketing, operations collaboration and medical tourism. Comment: Thailand is the #1 playground to play a fool and get healthy again. CIVIL wins project from Highway Dept valued at Bt699.57m. BAFS keeps 5b ltr FY jet refueling volume, estimate average daily volume exceed […]

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BBL reports Bt11.81b 2Q24 Net profit, +4.5% yoy, on rise in net interest income from rising yields on earnings assets and growth in business loans, beats Bt10.77b consensus. BBL signed MOU with BEM to provide project funding for Bt139b orange line MRT project. Comment: Oh You’re saying that focusing on the core business and not […]

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AH sees rising opportunity for EV parts orders and Changan dealership shows strong growth, sets Bt800m capex this year. Comment: Sure – but again – total volume growth isn’t there, it’s just replacement for the domestic market. BAFS sets Bt1.2b capex for project to connect pipeline with Thappline in Bang Pa-in, contract by 1H24 and […]

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