📊 DELTA Company Background Delta Electronics (Thailand) Public Company Limited is a leading manufacturer of power electronics and energy management solutions, specializing in products for electric vehicles, data centers, and industrial automation, with a major global presence. Market Cap (THB): 3,442.77B Market Cap (USD): ~$105.9B (at ~THB 32.5/USD) Current Price: THB 276.00 (as of 30 […]
Read More →📊 BCH Company Background Bangkok Chain Hospital Public Company Limited operates a leading network of private hospitals across Thailand under the World Medical Hospital, Kasemrad, and Karunvej brands, catering to diverse patient groups including private pay, insurance, and the national social security scheme. Market Cap (THB): 24.69B Market Cap (USD): ~$0.77B (at ~THB 32/USD) Current […]
Read More →📊 AAV Company Background Asia Aviation Public Company Limited is a holding company that focuses on the low-cost carrier business through its 100% stake in Thai AirAsia, serving domestic and international routes across Asia with a focus on cost efficiency and its “Now Everyone Can Fly” accessibility strategy. Market Cap (THB): 16.58B Market Cap (USD): […]
Read More →KTB: The bank is preparing for a weaker outlook after assessing a slowdown in loan growth, in line with Thailand’s projected 2026 GDP growth of 1.5–1.8%. Management is also exploring new S-curve businesses, including an asset management company (AMC), to diversify revenue amid global and domestic risks. Comment: The loan growth slowdown is b/c the banks […]
Read More →Retail bondholders of ACAP have petitioned the police and the SEC to expedite the recovery of unpaid debts that have remained unresolved for over five years, seeking to restore investor confidence in the market. Comment: Get ‘em boys, but you’re not getting anything b/c it was unsecured debt….know what you’re buying.. BANPU’s natural gas unit, […]
Read More →AMA to expand integrated logistic project via its unit, AMAL, launching medical delivery via unmanned aerial vehicles in collab with Public Health Min in Dec 25 – April 26, targeting 3 southern most provinces, Satul, Krabi and Phangna. Comment: It certainly helps to have a family member in the BJT party AP m/t 34 residential […]
Read More →AMA to expand integrated logistic project via its unit, AMAL, launching medical delivery via unmanned aerial vehicles in collab with Public Health Min in Dec 25 – April 26, targeting 3 southern most provinces, Satul, Krabi and Phangna. Comment: It certainly helps to have a family member in the BJT party AP m/t 34 residential […]
Read More →EPG expects positive momentum to continue in 2H, driven by improved operations at Aeroflex (USA) following a 5% price hike in July, higher domestic parts sales from demand for canopy and side-step, lower ECL due to better business in South Africa, and plans to scale back SG&A to stretch margins. Comment: Despite the fact that […]
Read More →AOT received CAAT approval to charge ground service fees at SAT-1, covering systems like 400Hz aircraft power and PC-AIR air-conditioning. Expected to generate >Bt300m/year from ~2,000 monthly flight operations by 30 airlines. Comment: AOT is running around trying to figure out how to replace the lost King Power $ BBL holds 2,407 million shares (8.51%) […]
Read More →ADVANC adds Bloomberg TV, Fox News and Fox Business to exclusive content pkg on AIS PLAY Family package, allows subscribers to view content across all devices: smartphones, tablets, smart tv and PLAYBOX set-top box. Comment: AIS taking True out back and spanking them with the silly stick. AOT: SIA tops global list of airports with […]
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