📊 AH Company Overview AAPICO Hitech Public Company Limited is a leading Thai automotive parts manufacturer and distributor with operations across Thailand, China, Malaysia, and Portugal. The company focuses on OEM auto parts manufacturing, car dealerships, and IoT connectivity & mobility solutions. Its core business includes metal forming, forging and machining, casting, plastic parts and […]
Read More →📊 AAV Company Overview Asia Aviation Public Company Limited (AAV) is a Thai holding company and the sole shareholder of Thai AirAsia, a leading low-cost carrier headquartered in Bangkok. The company operates through two main segments: Scheduled Flight Operations and Charter Flight Operations, serving 17 countries with 91 routes from operational hubs in Don Mueang, […]
Read More →CPN: Investing Bt800m in Disney–TAT year-end campaign, targeting +25–30% 4Q25 foot traffic. KTC: Targets 1–2% loan growth, 250k new cardholders in 2026; NPLs guided below 2%, margin supported by lower credit costs. Comment: What does that say about the economy if loan growth is +1-2% from this unsecured loan player… PRM: Exploring OSV expansion into Middle East to diversify earnings. […]
Read More →CIVIL targets 2026 revenue of THB 6.4bn with backlog of THB 12.8bn recognised through 2028. Preparing to bid for over THB 72bn in new work. 4Q25 outlook lifted by Krabi Airport and Rama 2 Expressway handovers. Comment: I’m still of the viewpoint that we are seeing all the regional airports (and bangkok) seeing improvements and […]
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 →BGRIM’s expected to be prime beneficiary of ERC’s plan to implement Direct PPA that will allow private co., to buy clean electricity directly from renewable energy producers via grid connection where BGRIM should benefit from hyperscale data center that had already purchased land in AMATA industrial estates. Comment: With a new MoE – people are […]
Read More →88TH IPO set at 59.5m shares, THB 5.45/share, subscription 25–29 Sept, funding product expansion and new launches. Comment: Roll up roll up, this is your marketing tiktok punting shop. BGRIM partners with KBANK on interest rate hedging for renewable power projects, first in Thai power sector, supporting net-zero transition. Comment:: Net zero? Go suck a […]
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 →CKP sees positive momentum carry thru 3Q driven by strong flow rate at Xayaburi & Nam Ngum hydro power plant on the back of heavy rain from tropical storm Vipa, improved margin on cogen power plant from lower natural gas cost. CPN collabs with UAE Ministry of Interior to offer exclusive benefits & discounts to […]
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