ADVANC revised up FY service revenue growth to 4-6% from 3-5% previous guidance, up EBITDA growth to 4-6% yoy. Comment: Market share gain? Whilst True will say losing the EPL means nothing (and they’re probably right financially), it’ll still create the narrative that AIS is winning market share.. GULF to book Bt8.2b dividend income from […]
Read More →GULF’s expected to report Bt58.5b Net Profit in 2Q, +797% yoy, thanked to ~Bt52b booking of ADVANC’s fair value, while normalized profit is expected at ~Bt7.24b, Thunhoon. Comment: Well there you go, that’s going to help to pump the name a bit. PTTGC is expected to take the final hit in 2Q from inventory & […]
Read More →BBIK keeps 20% FY revenue growth target driven by digital business advisory & management consulting for virtual bank, as well as AI adoption from corporate including financial institution, insurance, manufacturing, commerce and energy sectors, seeks to expand CLMV. Comment: Not sure on the value of the digital bank, but BBIK is still considered one of […]
Read More →BCPG’s board has approved the acquisition of a 17.48MW solar rooftop operator, Scan Advanc Power, from Contorno and Prompt Power for Bt211.61m. BIZ has secured medical equipment procurement contracts with five hospitals, totalling Bt858m. GULF, through its wholly owned subsidiary Gulf Edge Services, has raised its stake in cloud service provider AIS Broadband Co from […]
Read More →Recap: AEONTS: reported 1Q26np (end of May) at Bt 771m +47% yoy, In-line with Bt 777m consensus, topline -2.1% yoy; but improved asset quality & used car HP portfolio saved earnings. Comment: Now, is the beginning of the recovery? Has it turned the corner? Not just for AEONTS but the entire sector? CNT: reported acquisition […]
Read More →Notable Transactions Buy(s) THB 237 mn Sell(s) THB 126 mn
Read More →Notable Transactions Buy(s) THB 2.7 bn Sell(s) THB 0.6 mn
Read More →BGRIM reported 4 tranches of CD, paying 2.84% to3.9% p.a. completely sold out with 2x bk covered. Comment: No funding issues for the stronger “quality” names. BPP sells 91.69mw interest in Tokimei Kumiai (TK) solar project in JPN for Bt4.46b, transaction to complete within 3Q25. GULF CEO and major shareholder Sararath bot 62.97m share of […]
Read More →AOT holds briefing after board meets to discuss King Power Duty Free’s request to surrender concessions at Phuket, Chiang Mai and Hat Yai airports at 2:45pm. AOT plans to hire advisers to review the operations under its management, AOT plans to hire advisers to review the operations under its management, an analysis will be completed […]
Read More →Notable Transactions Buy(s) THB 340 mn Sell(s) THB 584 mn
Read More →