HTC.BK Haad Thip Public Company Limited Beverages Manufactures and distributes soft drinks in Thailand under Coca-Cola, Fanta, Sprite, Minute Maid and Namthip brands. Also involved in real estate development and other consumer products. Market Cap (THB) 6.27 Billion Market Cap (USD) 188.9 Million USD Current Price 15.60 THB 52-Week Range 14.60 – 16.40 THB P/E […]
Read More →📊 BANPU Company Background Banpu Public Company Limited is an integrated energy company with three core businesses: energy resources (coal and gas), energy generation (thermal and renewable power), and energy technology solutions, with diversified operations across Thailand and multiple international markets. Market Cap (THB): 61.62B Market Cap (USD): ~$1.90B (at ~THB 32.5/USD) Current Price: THB […]
Read More →AU targets 10-15% CAGR over next 3 years, will add 10-20 branches & pop-up stores at tourist attraction locations, 1st branch in Cambodia on track to cod this year. Comment: One day they’ll figure out international expansion, one day… GFPT expects FY24 chicken sales volume jump yoy as US & EU clients revamp orders schedule […]
Read More →EV booking during Nov 29 – Dec 5 at 22,461, +66% yoy, boosting related businesses like WHA, COM7, ASAP, NYT and SJWD, Tabloid. ITD dodged default on 2 tranches of CD (ITD24DA & ITD24DB) due on Dec 4 aft securing financial assistance from 5 banks, failing to meet next payment on Bt2b CD will be […]
Read More →AH sees windfall from Chinese EV producers parading to TH, sees strong 2H growth, firms on 10-15% revenue growth target, mulls expanding US and Japan markets. Comment: The impact is minor at best… COM7 expects demand for smartphone & accessories jump on government’s plan to hand out Bt10k digital wallet for individual, expects holiday sales […]
Read More →AMA adds 40 tank trucks to accommodate rising demand for petrol, biodiesel & veg oil transport, keeps 1.4m tons full year transport volume, 12-15% full year revenue growth target. Comment: That’s a increase of 25% of their existing truck fleet. ARIP sees Bt3b circulate from organizing Commart fair Jul 6-9, upbeats 2H outlook from strong […]
Read More →AH expects to register another record high revenue this year above Bt32b, +15% yoy driven by new parts orders for global market models from auto makers, backlog from existing clients, OEM sales & EV chassis assembly for 2 models for Vinfast, improve operation from subsidiary in Portugal, in talk BYD to secure EV parts orders. […]
Read More →Notable Transactions Buy(s) THB 381 bn Sell(s) THB 249 mn
Read More →BRR expects 70% revenue growth target this year to Bt7b on higher global price and solid growth in biomass power plant and wood pellet business. FPT sells build-to suit warehouse in logistic park Ayudhaya to Watson (TH), the 3rd distribution center at Bangpli & Khonkaen logistic center, target cod within 2Q23. NWR firms on 50% […]
Read More →AOT: extends remedy package for concessionaires & airlines operating at 6 international airports for one more year till end of March 23. Comment: I both fully understand and fully don’t understand AOT’s price today. The bull – no competition + eventual recover, the bear – there are no tourists and they may only get to […]
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