đź“Š AAV Overview Company: Asia Aviation Public Company Limited Business: Thai holding company and the sole shareholder of Thai AirAsia, a leading low-cost carrier headquartered in Bangkok that commenced operations in 2004. Market Cap: THB 15.93B P/E Ratio: 15.50 Dividend Yield: — View full analysis on Perplexity Finance AAV: Tender outcome could be announced this […]
Read More →Note: I’m adding these Company Descriptions – takes a few extra minutes work with some of the AI help but I find it useful Bangkok Bank Public Company Limited (BBL.BK) is Thailand’s largest commercial bank by assets and a leading financial institution in Southeast Asia, founded in 1944 and headquartered in Bangkok. Market Cap: THB […]
Read More →AOT and Krungthai Bank sign partnership to implement Krungthai BUSINESS digital solutions, enhancing AOT’s financial and tax management. Comment: I have the best solution – remove corruption and margins double… BA signs SAF (Sustainable Aviation Fuel) MOU, supporting Thailand’s aviation transition toward Net Zero 2050. BAM projects groupwide NPL acquisitions reaching THB 1 trillion within […]
Read More →BANPU: forms 65:35 JV with AMATAV to expand solar business in Vietnam. BBL: is partnering with the MIT to bring the power of AI and digital innovation to Thai SMEs and the agricultural sector. Comment: HAHAHA, Bangkok Bank being tech savvy? bwahahahahahahahaha CPN: has seen surge traffic thru malls as spenders come for dine-in to […]
Read More →BBL : NVDR holding in BBL rose to 23.64% from 23.1% last Friday. If it continues to approach the 25% limit, the SET may temporarily suspend purchases of BBL-R, as seen 3–4 times in the past. Foreign headroom remains ample at 55.7m shares. Comment: This happens every now and again… BPP/BANPU : Banpu Power is […]
Read More →24CS (to be EMPIRE): Shareholders approved rebranding 24CS to “Origin Global Empire”, with a new stock symbol EMPIRE effective early Nov 2025. The move supports its diversification into cosmetics and health supplements. (Hoonsmart) Comment: Going from HVAC’s to cosmetics and health supplements….well why not. AOT: Air France will launch three weekly direct flights from Paris–Charles […]
Read More →BBL: signed loan agreement with SC to provide financial assistance for 2 projects, including KROMO Bangkok, Curio Collection by Hilton and Still Sukhumvit 20. Comment: Real estate still isn’t solved…will take a few more years given the banking system’s unwillingness to provide loans. If you’re a cash buyer … just bargain… DELTA: will be excluded […]
Read More →AOT received CAAT approval to charge ground service fees at SAT-1, covering systems like 400Hz aircraft power and PC-AIR air-conditioning. Expected to generate >Bt300m/year from ~2,000 monthly flight operations by 30 airlines. Comment: AOT is running around trying to figure out how to replace the lost King Power $ BBL holds 2,407 million shares (8.51%) […]
Read More →ASAP expects car rental demand to accelerate from July on the back of new domestic travel stimulus. Its Changan EV dealership business is gaining traction, with Deepal S05 deliveries beginning this month. Comment: Well….or are fears about the Neta going under dampening consumer sentiment on the Chinese brands? (exclu BYD perhaps?) BBL and KTB are […]
Read More →BBL: 1Q net profit @ Bt12.61b +19.8% y/y, beat Bt11.35b consensus, better than expected non-NII & lower than expected LLP able off set sluggish loan and soft NIM at 2.89% vs 3.06% y/y due to rate cut impact & effort to restructure debts with interest haircut after NPLs repeatedly relapsed. Comment: Oh – the banks […]
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