đź“Š AMATA Company Background Amata Corporation Public Company Limited engages in industrial estate development in Thailand and internationally. The company develops and operates industrial estates, constructs factories for rent, produces and distributes water and electricity, and provides related utility and commercial services, including smart city and mixed-use projects. Market Cap (THB): 37.09B Market Cap (USD): […]
Read More →BAM.BK — Bangkok Commercial Asset Management PCL Thailand’s leading specialized asset management company focused on non-performing loans (NPLs) and non-performing assets (NPAs), primarily real-estate secured, with nationwide recovery and asset management operations. Market Cap (THB) 22.30 billion Market Cap (USD) 667.7 million Current Price 6.90 THB 52-Week Range 6.20 – 8.60 THB P/E (TTM) 12.3x […]
Read More →đź“Š AWC.BK Company Background Asset World Corp Public Company Limited invests in, develops, and manages real estate properties in Thailand, operating hotels, lifestyle destinations, community shopping malls, and commercial buildings. Market Cap (THB): 67.26B Market Cap (USD): ~$2.07B (at ~THB 32.5/USD) Current Price: THB 2.10 (as of 11 May 2026 close) 52-Week Range: THB 1.55-2.80 […]
Read More →BANPU rpted US subsidiary, BKV Corp, sold PO total 6.9m shrs with underwriter fully exercised greenshoe option to purchase additional 900k shrs, BANPU ownership in BKV will chg to 65.9%. BCH to propose SSO board to increase AdjRw frm current Bt12k to Bt15k to reflect severe level of cases aft cabinet y’day approved higher min […]
Read More →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. […]
Read More →AOT board approved purchase of 73 condo units in Samut Prakan from the MoF to compensate people affected by noise from airport operations worth ~Bt151m. Comment: That’s interesting….was King Power an owner of all these units? CFARM eyes double digits revenue growth target driven by larger egg farm capacity at 15.88m chickens p.a., new cage […]
Read More →Notable Transactions Buy(s) THB 150 mn Sell(s) THB 391 mn
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 →EA joins forces with Laos government to establish super holding co., to pursue 7GW clean energy, centrally manage electricity from clean energy in Laos, oversees renewable project expansion, manage electricity exports, support the use of EV in the country to reduce crude imports. Comment: Super Holding Co in dodgy laos? Does EA think they’re going […]
Read More →AOT sets Bt9b capex to expand East terminal, adding 66k sq.m. to up SIA capacity to 60m psx p.a. from current 45m, expects to open bid within Apr-May, begin construction in July, target completion within 2 years. AOT’s expected to report after close Bt5.1b 1Q24 (ending Dec 23) consensus. Comment: People forget that AOT had […]
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