Tag: egco

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Stocks in the news (bam, bts, egco, kbank, mint, nex, spali, scgp, toa) 17.02.26

📊 BAM Company Background Bangkok Commercial Asset Management Public Company Limited is Thailand’s largest asset management company, specializing in managing non-performing loans (NPLs) and non-performing assets (NPAs) acquired from financial institutions to restructure debt and rehabilitate the real estate sector. Market Cap (THB): 25.53B Market Cap (USD): ~$823M (at ~THB 31/USD) Current Price: THB 7.90 […]

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Stocks in the news (gulf, advanc, bjc, egco, seafco, siri) 04.02.26

📊 GULF Company Background Gulf Energy Development Public Company Limited is a holding company that invests in subsidiaries operating three core businesses: power generation, infrastructure and utilities, and digital infrastructure and related services in Thailand and overseas. Market Cap (THB): 817.96B Market Cap (USD): ~$26.4B (at ~THB 31/USD) Current Price: THB 56.00 (latest close, 10 […]

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Stocks in the news (mfc, 88th, aot, bcpg, com7, ditto, ea, egco, jkn, m, mmm, moshi, pttgc, samtel, singer, top, thai) 18.12.25

MFC / 88TH – MFC clarified its 13.85% stake in 88TH resulted from a share transfer under Thailand’s Ministerial Shareholding Act and that MFC is not the ultimate beneficial owner, despite becoming the second-largest shareholder. Comment: Uh huh…and the ultimate beneficial owner isn’t disclosed? AOT – Noted that Indonesia’s Citilink (Garuda Group) launched daily Jakarta–Bangkok (DMK) flights, supporting inbound regional travel. […]

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Stocks in the news (ba, cpf, delta, egco, gulf) 01.12.25

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 […]

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Stocks in the news (bcpg, egco, epg, erw, jmart, global, ori, s, scgd, samart, smo, stgt) 26.11.25

BCPG: Counterparty cancels 99MW Vietnam wind farm deal due to unmet conditions, but exclusive negotiation with BCPG remains open until end-2025. Comment: All the renewable projects in VN that started within the past 7 years are fooked. EGCO: Khanom Power Plant running at full 930MW to support South during floods and compensate for offline plants. […]

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Stocks in the news (ratch, gpsc, atlas, egco, bem, mpj, noble) 14.10.25

Property: The BKK condo market is expected to rebound in 2027, as sluggish conditions are likely to persist through next year and the expected general election, according to property consultancy Cushman & Wakefield Thailand. (Bangkok Post) Comment: Depends upon your definition of rebound, if it’s after a -50% and theres a +1% rebound, then yes […]

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Stocks in the news (acap, banpu, cpaxt, egco, ivl, noble, or, sc, stecon, tu, turbo) 01.10.25

Retail bondholders of ACAP have petitioned the police and the SEC to expedite the recovery of unpaid debts that have remained unresolved for over five years, seeking to restore investor confidence in the market. Comment: Get ‘em boys, but you’re not getting anything b/c it was unsecured debt….know what you’re buying.. BANPU’s natural gas unit, […]

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Stocks in the news (aeonts, aot, ptta, ea, nex, cwt, egco, kbank, nation, ptl, siri, synex, advice, tisco, toa, sav) 23.09.25

AEONTS   2Q25 turnaround after 1Q NPL peaked at 5.1%; improved collections, lower credit cost, and THB 150m NPL/NPA gains. Comment: We’re all watching this space…. AOT  Air India Express to launch daily Bengaluru BKK flights on Oct 18, expand routes to Lucknow, Pune, Surat, and Hyderabad Phuket. PTT-EA-NEX-CWT consortium targets EV bus leasing   […]

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Stocks in the news (aot, egco, estar, mtc, lts) 07.07.25

AOT: Norse Atlantic Airways has confirmed a new weekly Manchester–Bangkok route starting November 26, with potential for expansion depending on demand. Comment: These are all positives. Now what about that King Power deal? EGCO targets 4–5 M&A deals in 2H25, focusing on energy projects and renewable assets in the U.S. and Middle East. ESTAR maintains […]

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Stocks in the news (cpaxt, egco, inet, pcc, ptt) 20.06.25

CPAXT reaffirms that no investment plans in any other project of Magnolia Quality Development Corp (MQDC), nor has it provided any financial support or engaged in any fin relationship with MQDC as per rumours spur in the mkt. Comment: We fully believe everything that CP group has to say about MQDC. Oh c’mon, it’s broke […]

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