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 […]

Read More →

AOT board approved purchase of 73 condo units in Samut Prakan from the MoF to compensate people affected by noise from airport operations worth ~Bt151m. Comment: That’s interesting….was King Power an owner of all these units? CFARM eyes double digits revenue growth target driven by larger egg farm capacity at 15.88m chickens p.a., new cage […]

Read More →

AMA: former Minister of Tourism & Sports, Phipat Ratchakitprakarn, raised holding by 2.8962% to 6.8119% on Sept 25. CFARM’s board approved Bt420m investment in dairy farm business, starts with 1,250 milking cows at 1st phase, seeks to branch out from poultry biz to diversify earnings, target cod 1Q26. Comment: Now this is interesting…different economics all […]

Read More →