Tag: gulf

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Stocks in the news (ba, bjc, cbg, gulf, gpsc, bgrim, itthi, mint, qhhrreit, psl, thai, ttb) 23.01.26

đź“Š 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 […]

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Weekly Management Trades 12/01 – 16/01

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

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Stocks in the news (bjc, gulf, scc, tman) 14.01.26

đź“Š 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 […]

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 Stocks in the news (advanc, ba, gulf, ichi, susco, rbf, scc) 12.01.26

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 […]

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Stocks in the news (ba, centel, gulf, mint, scgp, tman, tnp) 06.01.26

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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Stocks in the news (aqua, bbik, bcp, bka, coman, d, hmpro, gulf, mtc, ntf, or, okj, ptt, sawad, siri, vgi, bts) 16.12.25

AQUA The SEC imposed civil penalties on a former AQUA board member for insider trading, ordering compensation and fines totaling THB 19.3m, along with a 14-month ban from serving as director or executive. Comment: The SEC is working hard these days… BBIK upbeats 4Q erngs frm rev recognition frm cloud migration, virtual banking and architecture […]

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Stocks in the news (advice, bcp, delta, dusit, gulf, ktb, mint, mtc, pttep) 08.12.25

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 […]

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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 (cpaxt, jts, ktb, gulf, lts, psh, sena, snnp) 18.11.25

CPAXT & Ayala: JV to expand “Makro” in the Philippines, aiming to become a leading wholesale-retail player amid IMF’s 5.9% GDP growth forecast in 2026. Comment: That’s a good partner they’ve chosen. Two conglomerates get together…ayala does have a decent logistics arm of which CPAXT could benefit. And this is a less competitive market than […]

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Stocks in the news (crc, gulf, ptt, ssp, wha) 07.11.25

CRC: Shareholders approved the sale of the Rinascente mall in Italy. The Bt14.7bn proceeds will be used to fund growth in Southeast Asia and repay loans, reducing total debt by Bt5.3bn. The company plans to allocate Bt7.7bn for a special dividend of Bt1.28/share, providing immediate returns to shareholders. Comment: Such a scam on public shareholders…well […]

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