đź“Š AAV Company Background Asia Aviation Public Company Limited is a holding company that focuses on the low-cost carrier business through its 100% stake in Thai AirAsia, serving domestic and international routes across Asia with a focus on cost efficiency and its “Now Everyone Can Fly” accessibility strategy. Market Cap (THB): 16.58B Market Cap (USD): […]
Read More →đź“Š DELTA Company Background Delta Electronics (Thailand) Public Company Limited designs, manufactures, and distributes power electronics, automation, and infrastructure products, focusing on power supplies, industrial automation solutions, and electronic components for automotive, telecommunications, and data center applications, with Thailand as its key production base and exports to global markets. Market Cap (THB): 2,744.2B Market Cap […]
Read More →đź“Š 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 →BGRIM is ready to bid for 1,500MW of upcoming community solar auctions and will outline its 2026–2028 strategy in January. Comment: It’s still ridiculous that Thailand is going down this route…get LNG & coal going… DELTA: Shares fell 12.9% after a 45.8m-share placement at Bt171 via UBS. NVDR outflows reached -Bt4.8b YTD, highest on SET. The […]
Read More →BEM: Nearly 500,000 visitors attended the Red Cross Fair in its first three days, driving strong traffic at BEM-operated MRT stations (Lumpini, QSNCC, Tao Poon, Ladprao). Management cited higher revenue from services and commercial space, underlining BEM’s leverage to large-scale urban events. DELTA is down 23.8% from its early-Nov peak, with local media citing concerns […]
Read More →ADVICE anticipates higher IT products in 2026 due to supply shortage, ending support of Windows 10 would trigger users to shift to Windows 11 which need to update hard/software and applications to align with new OS. Comment: If you are a tech nerd, get a windows 10 laptop and enjoy the speed and use it […]
Read More →BA concluded deal w/ THAI to joint dvlp MRO (maintenance, repair, overhaul) hub at U-Ta-Pao airport in EEC area. Mgmt insists that U-Tapao Aviation City project will go ahead without waiting for the high-speed rail. It’s proposed adjusting its investment plan and reviewing its benefits to ensure they are relevant to the post-COVID era. It […]
Read More →AAV: Stock jumped 8.4% y’day after Cabinet approves tourism incentives that starts from Oct 29th to Dec 15th. (Hoonsmart) Comment: Low oil prices, forget Chinese, #’s of flights and occ are still good. ADVANC rolls out campaign and smart living pdts to boost sales at Thai Mobile Expo event Oct 23-26, debut new service, AIS […]
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 →BWG’s corporate rating upgraded to “BBB” with a stable outlook due to strong financials and debt reduction. Comment: On paper – this company should be amazing, in reality…meh. CIMBT aims to expand its IFA team to 500 by year-end, targeting 10–15% AUM growth. DELTA, dubbed the “backbone” of the SET Index, hit a 6-month high […]
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