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 […]
Read More →CPAXT mulls revamping fulfilment center to improve sales from omni channel, expand private label & exclusive items to boost margin, sees no impact from TH-C’dia border dispute on co., has only 3 branches in Cambodia (2 in Phnom Penh & 1 in Seam Reap) account for <1% of total rev. Comment: CPAXT should instead mull […]
Read More →BCH’s expected to report solid turnaround in 2Q driven by robust foreign patient traffic, higher contribution from SSO patient revenue following increase in adjusted RW, improved operation of hospital unit in Laos, tailwind from respiratory disease amid rainy season. KTC amends the company’s objectives to pave the way for expansion into life and non-life insurance […]
Read More →KTC is due to report 2Q earnings today, with market consensus expecting net profit at THB1.85bn.Comment: And it’s inline with what everyone says…and some are now expecting a high divvy payout ratio. ITEL sees strong growth momentum continuing, driven by network and cloud installation projects. The company aims to diversify its revenue mix to 40% […]
Read More →AWC and KTB sign a Long-term green loan agreement worth Bt7.9b to support the transformation of Hotel Plaza Athénée Nobu NY into a green building in line with international standards. Comment: Even with green bs, loan growth is still nothing… BANPU, via its Banpu Energy Australia, to acquire a 50% investment interest in the Wooreen […]
Read More →ADVANC’s 1Q25 NP due today, expected to report Bt9.82b bbrg consensus, +16.2% yoy, on stronger core segments, mobile and fixed broadband biz. Comment: No more free coffees and their margins are going higher. Choose which oligarch you want to pay for the right to use a phone, Gulf & friends or CP Group. BGRIM reaffirms […]
Read More →CCET reported March electronics components sales +11% yoy to US$ 332m, +2.66% mom, 1Q25 sales +15.8% yoy to US$ 1.02b. Comment: Oh, revenues’ still continue to increase. For those unware, taiwan co’s report their revenues (only) on a monthly basis KTC: credit rating upgrade to AA from AA-, stable outlook at TRIS, continuous improvement in […]
Read More →ACE won e-bidding to develop & operate 2 municipal solid waste power plants (9.9mw & 8mw) under 25 years PPA, lifts total to 9 projects in portfolio with total installed capacity of 80.3 mw. CPAXT: cod-ed Makro Ban Bung, its 8th store in Chonburi province to capture growth from industrial estates, diverse customer base of […]
Read More →CPALL reaffirms it has no intention to join MBO of Seven & I, after leading investor Itoshu decides not to participate. Comment: That led to a pump yesterday… KTC targets FY25 card spending +10% yoy supported by larger merchant partners and higher proportion of high-income subscribers, expects credit cost improve on rate cut cycle, maintain […]
Read More →AOT: Transport Ministry sees surged demand for flight slots for an upcoming summer schedule from Mar 30 till Oct 26, expects govt new measures attract more international arrival & spur demand for domestic travels. CCET reported Jan 25 electronics components sales at $366.95m, +4.76% mom, +18.7% yoy. Comment: Refer to the Taiwan listed entity to […]
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