📊 GULF Company Background Gulf Energy Development Public Company Limited is a leading energy producer in Thailand, managing a diverse portfolio of gas-fired and renewable power generation projects, as well as integrated infrastructure and digital business ventures including telecommunications and data centers. Market Cap (THB): 900.13B Market Cap (USD): ~$29.0B (at ~THB 31/USD) Current Price: […]
Read More →📊 CKP Company Background CK Power Public Company Limited is an integrated power producer that invests in, develops, and operates hydro, solar, and gas-fired cogeneration power plants, mainly supplying electricity to the Electricity Generating Authority of Thailand and the Lao power grid under long-term power purchase agreements. Market Cap (THB): 19.2B Market Cap (USD): ~0.6B […]
Read More →📊 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 […]
Read More →AOT expects passenger traffic to rise 6% this year to 135mn, supported by growth in charter flights and a planned increase in passenger service charges. The company plans to propose a THB 12bn East Expansion project at Suvarnabhumi Airport to the Cabinet, which would lift annual capacity to 70mn passengers from 65mn. Comment: La la […]
Read More →BANPU BPP flagged potential removal from TH ESG. BANPU agenda highlights group restructuring via amalgamation with BPP, potentially leading to BPP delisting and formation of a new listed entity. Comment: I just think this is ridiculous…Banpu just needs BPP to boost it’s #s….there’s zero proper rationale for this. Unless they want to re-list it separately […]
Read More →📊 BA Company Overview Bangkok Airways is a Thailand-based regional airline founded in 1968, operating scheduled flight services across Thailand and to international destinations including Cambodia, Hong Kong, Laos, Maldives, and Singapore. The company operates its own airports including Samui Airport, Sukhothai Airport, and Trat Airport. Key Metrics: Market Cap: THB 32.13B, P/E: 8.84, Dividend […]
Read More →Notable Transactions Buy(s) THB 332 mn Sell(s) THB 9 mn If this has helped you, please consider donating and buy me a Somtum Waffle
Read More →📊 Company Background: Read the BJC description → BJC – Berli Jucker Logistics (BJL) entered a 50:50 JV with DHL Supply Chain Thailand, with planned capex of Bt1–1.5bn over five years, to provide specialized, compliant logistics supporting Thailand’s healthcare supply chain, with a focus on quality control and traceability. DHL contributes technology capabilities including warehouse […]
Read More →ADVANC: momentum into Jan may drive follow-through inflows; drivers include stronger mobile subscriber growth, improved FBB ARPU, cost efficiencies, and expected higher cash distributions from major shareholders. Comment: This sector is simple – it hasn’t changed – duopoly, minimal revenue growth, no more fighting, cost cutting margins up and massive divvy’s paying out. BA launching […]
Read More →TAX: Thailand’s Finance Ministry is preparing a tax structure reform plan to propose to the new government to build fiscal strength. The proposal includes a phased increase of the Value-Added Tax (VAT) from the current 7% to 8.5%. A longer-term goal within the plan is to further raise the VAT to 10% by the year […]
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