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 […]
Read More →DELTA sees “double-digit” sales growth to continue for at least next couple of yrs on rising demand for AI-related tech, said CEO, while AI-related products will a/c for half of its sales by eoy, up from 42% in the latest quarter with strong momentum and the data-center segment is propping up both top and bottom […]
Read More →DELTA anticipates the AI boom will boost sales of networking and data-center power equipment. New AI hardware from NVIDIA and peers is expected to increase demand for advanced power supply and thermal solutions. Comment: Pumping it at the right time? GPSC expects stronger 3Q earnings from improved steam and electricity sales to industrial users. Natural […]
Read More →DELTA’s 1Q25 earnings topped, Bt5.49b NP, +27% yoy, vs Bt5.33b estimate, rev Bt42.74b, +13% yoy, vs Bt41.48b estimate, robust growth attributed to accelerating investment trends in AI teaches, alongside ongoing advancements in digital techs and high-performance computing capabilities. Comment: Still knocking it out of the park – I’m just impressed… GLOBAL rpted Bt622m, 1Q25 NP, […]
Read More →BCP: 123.9m shares (9% of outstanding) crossed yesterday after market shut @ Bt36.57, 5% discount from close price, valued at Bt4.5b. Comment: This is a despicable act for the country…these “new investors” have fleeced the country DELTA said solid 1Q25 to help achieve double digit growth in FY25, new solutions to cater for rising demand […]
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