📊 KBANK Company Overview Kasikornbank Public Company Limited is one of Thailand’s largest commercial banks, founded in 1945 and headquartered in Bangkok, offering comprehensive financial services across personal, SME, and corporate banking segments. The bank operates an extensive network of 839 branches domestically and maintains an international presence across nine countries in Southeast Asia and […]

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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 […]

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AOT and Krungthai Bank sign partnership to implement Krungthai BUSINESS digital solutions, enhancing AOT’s financial and tax management. Comment: I have the best solution – remove corruption and margins double… BA signs SAF (Sustainable Aviation Fuel) MOU, supporting Thailand’s aviation transition toward Net Zero 2050. BAM projects groupwide NPL acquisitions reaching THB 1 trillion within […]

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24CS (to be EMPIRE): Shareholders approved rebranding 24CS to “Origin Global Empire”, with a new stock symbol EMPIRE effective early Nov 2025. The move supports its diversification into cosmetics and health supplements. (Hoonsmart) Comment: Going from HVAC’s to cosmetics and health supplements….well why not. AOT: Air France will launch three weekly direct flights from Paris–Charles […]

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AAV: Stock jumped 8.4% y’day after Cabinet approves tourism incentives that starts from Oct 29th to Dec 15th. (Hoonsmart) Comment: Low oil prices, forget Chinese, #’s of flights and occ are still good. ADVANC rolls out campaign and smart living pdts to boost sales at Thai Mobile Expo event Oct 23-26, debut new service, AIS […]

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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 […]

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ADVANC targets non-mobile business to reach 20% of overall in 3 years, focusing on retail, entertainment, and digital financial, with flagship virtual banking to start in Jul 26. Comment: Fake digital banking.  BAM: keeps FY cash collection target at Bt17.8b after logged Bt10.15b in 1H, launch NPA sales campaign (Opportunity for all) target freelance & […]

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AEONTS   2Q25 turnaround after 1Q NPL peaked at 5.1%; improved collections, lower credit cost, and THB 150m NPL/NPA gains. Comment: We’re all watching this space…. AOT  Air India Express to launch daily Bengaluru BKK flights on Oct 18, expand routes to Lucknow, Pune, Surat, and Hyderabad Phuket. PTT-EA-NEX-CWT consortium targets EV bus leasing   […]

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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 […]

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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 […]

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