Company news 📊 CPF.BK Company Background Charoen Pokphand Foods PCL is the CP Group agro-industrial and food platform, the “Kitchen of the World”: animal feed, livestock and aquaculture farming and processing, and cooked and ready-meal food, with production and joint ventures in 17 countries (overseas operations about two-thirds of sales). 1H26 sales were THB 283.9bn […]
Read More →Company news 📊 AWC.BK Company Background Asset World Corp PCL is the TCC Group lifestyle-property platform: hotels and resorts, retail and destination assets, and commercial workplaces, with cash flow from owned operations rather than a pure developer book. On 5 October it set out the AWR REIT freehold recycling platform, with an initial portfolio sized […]
Read More →Company news 📊 EA.BK Company Background Energy Absolute PCL runs biodiesel (B100) and glycerin, solar and wind power sold to the grid, lithium-ion batteries and energy storage, electric vehicles and charging, plus a testing centre and waste-to-energy adjacency. Equity value sits far below enterprise value after EV and battery losses. The share closed Friday at […]
Read More →Company news 📊 BGRIM.BK Company Background B.Grimm Power PCL develops, finances and operates gas-fired cogeneration and renewable power plants in Thailand and abroad, selling electricity to EGAT and industrial users and steam to industrial estates, with a growing solar, hydro and wind book plus LNG and smart-grid adjacencies. Cash flow is driven by contracted capacity […]
Read More →Company news 📊 DELTA.BK Company Background Delta Electronics (Thailand) PCL manufactures power-electronics, thermal and infrastructure products — power supplies, DC fans, EV/powertrain components, data-centre and telecom power, and industrial automation — from Thai and overseas plants for global OEM customers. The share is the SET’s largest electronics weight and a high-beta AI/data-centre proxy; it last […]
Read More →Company news 📊 AKS.BK Company Background AKS Corporation PCL (formerly AQ Estate) is a SET property developer with low-rise and high-rise residential projects plus rental assets, now a micro-cap with negative book equity after years of losses and a May 2025 par change (THB 0.50 to THB 11.50). The name is marked SP and NC […]
Read More →Company news 📊 ADVANC.BK Company Background Advanced Info Service PCL (AIS) is Thailand’s largest mobile operator, spanning prepaid/postpaid wireless, fixed broadband, enterprise ICT and device sales. The name is the telecom cash-flow engine inside the post-amalgamation Gulf–Intouch group; earnings track mobile ARPU and broadband net-adds. The share last printed THB 349.00, up THB 4.00 from […]
Read More →Company news 📊 ANAN.BK Company Background Ananda Development PCL is a Bangkok-centric condominium and mixed-use developer, historically partnered with listed Japanese names on urban high-rise and transit-adjacent projects, with a still-large inventory and transfer backlog against a leveraged balance sheet. Cash flow is lumpy and rate-sensitive; the share last printed THB 0.32, a tick above […]
Read More →AEONTS reported 3Q24 (end of Nov 24) at Bt788.57m, +11.7% yoy, beats Bt687m consensus, thanks to Bt94m gain on disposal of AEON Microfinance (Myanmar) in Nov 2024, operation wise PPOP came in at Bt2.6b, -4.9% yoy, -12.6% qoq, loan port -4.4% yoy & -1.8% qoq, NPLs -0.3% qoq to Bt5.3b but NPL ratio increased due […]
Read More →BIS: veterinary medicines & med devices distributor, Bioscience Animal Health, debut IPO 94m shares @ Bt6 apiece, Maybank leads. Comment: An interesting business model and industry. But more importantly small name big first day POP GUNKUL: in talk several developer partners to sell & install EV charging station in condos & residential compound, more turnkey […]
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