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 →Note: I’m adding these Company Descriptions – takes a few extra minutes work with some of the AI help but I find it useful Bangkok Bank Public Company Limited (BBL.BK) is Thailand’s largest commercial bank by assets and a leading financial institution in Southeast Asia, founded in 1944 and headquartered in Bangkok. Market Cap: THB […]
Read More →GULF/KBANK: The SEC reported that GULF TB bought another 5.4mn shares in KBANK, resulting a holding at 5.0288% (the 4th largest shareholder in KBANK). KBANK result will be released on 21 October with analyst meeting is scheduled same day at 10:30am BKK. (Kaohoon) Comment: Oh and what happened to all the rumours that GULF won’t […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →ATP30 Expands Solar Rooftop & E-Bus Fleet: Phase 2 solar rooftop capacity +120kW; fleet expansion to 30 e-buses by year-end. E-bus margins are 25% higher than ICE vehicles. COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin recovery, cost savings, and new product launches; 2H25 sales +13%-14% YoY. Comment: Thailand is the coconut […]
Read More →ATP30 Expands Solar Rooftop & E-Bus Fleet: Phase 2 solar rooftop capacity +120kW; fleet expansion to 30 e-buses by year-end. E-bus margins 25% higher than ICE vehicles. Comment: Well with the cronies fully back in charge, perhaps all these ridiculous ideas will work again… COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →BANPU anticipates 2H turnaround from driven by 14.5mw Iwate Tono battery energy storage system pj (BESS) in JPN cod-ed in Jun, contribution from 50% stake in 350mw Wooreen BESS pj in Victoria, AU, temple I & II pp in Texas, expects transaction of $370m US natgas M&A (Bedrock Production LLC) to complete in 4Q, lift […]
Read More →BGRIM posts 51.6% increase in net profit for first quarter: B.Grimm Power Plc (BGRIM) reported a 51.6% increase in net profit for the first quarter this year, while advancing industrial user expansion and nearing commercial operation dates for its renewable energy projects. Net profit jumped by 51.6% to 749 million baht, while earnings before interest, […]
Read More →AOT: Etihad to open link from UK to 7 Asian cities via its Abu Dhabi hub, will start direct flight to Krabi from Oct 2025 follow by Chiang Mai from Nov. Comment: Etihad vs Emirates, lfg! tourism will continue to boon in Thailand. BA sees advance booking from 4Q24 till end of 1H25 +12% yoy, […]
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