ADVANC: Reported data usage surged 226% y/y during Dec 31–Jan 1, 2026, driven by spikes in mobile usage, live streaming, and broadband demand. AOT: LOT Polish Airlines to resume Warsaw–Bangkok route with five weekly flights from Oct 26, 2026. Separately, SCOOT adds five weekly Singapore–Chiang Rai flights from Jan 1, 2026. DUSIT: Group CEO Chanin Donavanik acquired 1.2m […]
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 →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →ADVANC: Double-digit iPhone sales growth expected vs last year; positive impact on net subscriber additions from discounted handset campaign. Comment: I’m still continually surprised by the demand for iphones….but whatever is what it is, and not only do they have a volume increase, the ASP increase doubles the growth rate… COM7: Record pre-orders for iPhone […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →AH sees windfall from Honda & Nissan M&A deal as it’s already suppling OEM parts to both, multiple manufacturing bases in TH, CN, Malaysia, Portugal providing competitive advantage from risk diversification. Comment: There’s no windfall…volumes would remain the same. SEC asks CPAXT to clarify its investment in Happitat by 25 Dec, amid concerns of conflict […]
Read More →AOT: S.KR LCC, Eastar Jet, will resume daily flights from Busa to Chiang Mai, effective Dec 19. BEM sees MRT ridership accelerates in 4Q supported by a 10 day event Vegetarian Fest in China town, Book fair at Queen Sirikit National Convention Center, improved traffic at Lumpini park & Silom stations from cod-ed of One […]
Read More →ALLY: name changed to ALLY Freehold & Leasehold REIT, ticker unchanged, effective tomorrow. BROOK: ticker changed to BTC, co., name remain unchanged, effective tomorrow. Comment: They are not serious people. DUSIT eyes 20% FY24 revenue growth target driven by higher RevPar & ADR, expects avg FY24 OCC above 75% vs 70% in FY24 higher than […]
Read More →AAV’s introducing new direct flights between BKK-Kaoshsiung, Taiwan to boost tourism in key city, enhance traffic between BKK-Chiang Mai route starting Feb 24. NBTC board approved ADVANC’s takeover of TTTBB, as expected, subject to certain safeguards to protect consumers, such as keeping the lowest-priced pre-merger package available and ensuring service quality and price packages are […]
Read More →AH’s board approved acquisition in 60% of Malaysia auto parts maker, an affiliate co., of Proton Group, Advance Vehicle Engineering Global (Avee) for up to MYR41m (Bt312m) to support overseas expansion. Comment: Hopefully not to supply to Proton manufacturing… CPNREIT to renew lease of 2 malls, Central Pinklao (15 years) & Central Rama 2 (30 […]
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