Company news 📊 CPAXT.BK Company Background CP Axtra Public Company Limited (formerly Siam Makro) operates wholesale (Makro) and retail (Lotus’s) businesses in Thailand and the region, focused on food and consumer products plus mall management. The share closed at THB 14.90 on 9 November 2026. Market capitalisation is approximately THB 155.37 billion. YTD is negative […]
Read More →Note: This week Thailand’s big co’s and the G both discovered the same magic trick… move money from the left pocket to the right pocket and call it a strategy. So sit back, grab sticky rice and some moo ping and enjoy. Petchem marriage SCG Chemicals (SCGC) and PTT Global Chemical (PTTGC) are combining their […]
Read More →BOT targets credit reform as Thailand’s K-shaped recovery persists. The Bank of Thailand highlighted the uneven nature of Thailand’s economic recovery and the need to reform credit structures to improve SME access to financing. The initiative could help address persistent constraints on smaller businesses and domestic demand, but the benefits will depend on implementation and […]
Read More →Company news 📊 EA.BK Company Background Energy Absolute PCL runs biodiesel (B100) and glycerin, solar and wind power sold to the grid, lithium-ion batteries and energy storage, electric vehicles and charging, plus a testing centre and waste-to-energy adjacency. Equity value sits far below enterprise value after EV and battery losses. The share closed Friday at […]
Read More →Company news 📊 MAJOR.BK Company Background Major Cineplex Group PCL is Thailand’s largest cinema exhibitor, operating multiplexes plus bowling, karaoke, ice-skate, advertising and film-distribution/adjacencies. Cash flow tracks Hollywood and Thai-title slate, occupancy and concession mix; the share last printed THB 7.15 after a 3.6% bounce from Tuesday’s 6.90 close, still only a shade above the […]
Read More →📊 BA.BK Company Background Bangkok Airways Public Company Limited, together with its subsidiaries, provides air transportation and airport services. The company operates through Airline, Airport, and Supporting Airline Business segments. Market Cap (THB): 29.46B Market Cap (USD): ~$0.91B (at ~THB 32.40/USD) Current Price: THB 14.40 (as of 20 May 2026 close) 52-Week Range: THB 10.60-18.90 […]
Read More →One of the best performing markets in the world – been a while since we could say that about Thailand. I’m still loving the petrochem recovery from years in the doldrums, and now I’ve been thinking about a new national petrochem company being formed by SCC PTTGC and IRPC (??!), let’s see. If this has […]
Read More →IRPC: anticipates positive chem spreads momentum carry thru 2H supported by improve global demand, cushion from China’S econ stimulus. LTS: lighting & smart home automation solutions, Light Up Total Solution, debut IPO 55m shares at Bt 3 apiece. Comment: Unless they have a blockchain, bitcoin, iRobot, Chinese EV angle – I’m not interested. SSP: upbeat […]
Read More →IRPC’s unveiled an innovative nano-zinc oxide product, a nutrient supplement for plants, under Renifoxx brand. OR to expand healthcare biz in 1Q24, mulls Japanese style budget hotel at OR’s service stations, starting Bt1,000/night, sees no impact from diesel price cap due to its well diversified into non-oil. TKN revised up FY revenue growth target to […]
Read More →AAV sees Apr load factor >90%, 80-90% for the first 2 weeks of May, supported by 3 new routes from Chiangmai to Beijing, Hangzhou & Changsha, aims to secure at least 10-15% market share from Chinese travelers visit Thailand. Comment: The Red wave is coming. CHAYO anticipates Bt150b NPL flooding in the system 1H23, allots […]
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