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 […]
Read More →Retail bondholders of ACAP have petitioned the police and the SEC to expedite the recovery of unpaid debts that have remained unresolved for over five years, seeking to restore investor confidence in the market. Comment: Get ‘em boys, but you’re not getting anything b/c it was unsecured debt….know what you’re buying.. BANPU’s natural gas unit, […]
Read More →AAV launches three new international routes from Bangkok: Almaty, Sendai, and Riyadh; will take delivery of 2 A330 aircraft in 4Q; domestic routes BKK–Chiangrai and BKK–Nakhonsithamarat start 1 Oct. Comment: At one point this should be an interesting trade…I thought it was the case a few months ago…let’s see. AIS: Thailand Cyber Wellness Index 2025 […]
Read More →AAV launches three new international routes from Bangkok: Almaty, Sendai, and Riyadh; will take delivery of 2 A330 aircraft in 4Q; domestic routes BKK–Chiangrai and BKK–Nakhonsithamarat start 1 Oct. Comment: At one point this should be an interesting trade…I thought it was the case a few months ago…let’s see. AIS: Thailand Cyber Wellness Index 2025 […]
Read More →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 […]
Read More →AWC and KTB sign a Long-term green loan agreement worth Bt7.9b to support the transformation of Hotel Plaza Athénée Nobu NY into a green building in line with international standards. Comment: Even with green bs, loan growth is still nothing… BANPU, via its Banpu Energy Australia, to acquire a 50% investment interest in the Wooreen […]
Read More →BANPU: planning more M&A power business in the US to take advantage of Trump’s fossil fuel-friendly policies & power-hungry data center, aims to expand at least 750mw of gas-fires power in the US over next 5 years from current 750mw from Temple I & Temple II operating in Texas. Comment: The news is amazing, first […]
Read More →BANPU’s preparing two gas-fired power plants in the US to capitalize on an upward trend in forward power price within the Texas market, which are expected to nearly double in 2025. BCP: Capital Asia Investments cuts holding by 9% to 4.8612% on Mar 5. Comment: Yes – but it’s been switched between the same parties. […]
Read More →AMATA targets FY25 industrial land sales >800 acres, FY25 transfer >50% of Bt21.2b backlog, sets Bt8b budgets to add landbank. Comment: Perhaps for the first time, I won’t say , “nah full of crap” they’re meeting their targets, even though their prices are 30-50% higher than peers in the same location BA sees 2M25 passenger […]
Read More →AURA upbeats 1Q earnings from robust sales of gold jewellery ahead of CNY, expects positive momentum continue thru valentines in Feb, sees growth from gold for cash biz as banks stringent on credit approval. Comment: It’s the financing arm of AURA that is fantastic…. BANPU anticipates solid 1Q supported by strong natural gas price, keeps […]
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