CPAXT & Ayala: JV to expand “Makro” in the Philippines, aiming to become a leading wholesale-retail player amid IMF’s 5.9% GDP growth forecast in 2026. Comment: That’s a good partner they’ve chosen. Two conglomerates get together…ayala does have a decent logistics arm of which CPAXT could benefit. And this is a less competitive market than […]
Read More →AOT: Norse Atlantic Airways has confirmed a new weekly Manchester–Bangkok route starting November 26, with potential for expansion depending on demand. Comment: These are all positives. Now what about that King Power deal? EGCO targets 4–5 M&A deals in 2H25, focusing on energy projects and renewable assets in the U.S. and Middle East. ESTAR maintains […]
Read More →EPG collabs with metal sheet roofing producer, Assavas Metal, to joint expand roof solution, bringing its AERO-ROOF insulation to combine with Assavas roofing system. Comment: Who cares about EPG…really…tell me? anyone? anyone? Does the company now have 1,000,000 patents? Perhaps the company should focus on getting their returns on capital/assets/equity higher. LTS’s board approved acquisition […]
Read More →Alpha Chartered Energy emerged as #4 top holder in BCP at 7.1426%, after buying 4.5687% or 62.9m shares from Capital Asia Investments on Mar 19. Comment: Yeah they’re just swapping shares amongst the same people – there’s a funny money game going on here. BGRIM reports cod-ed of 14mw solar project in Japan on Mar […]
Read More →LTS: affiliates co., SIAM AI, installed 2 units of Nvidia Grace Blackwell system, GB200 NVL72 GPU, Bt100m each to accommodate extremely large AI model will takes delivery additional 46 units by end of-May, allots additional Bt50m for network & server upgrade to accommodate hyperscaler clients. Comment: This was a pumped name in 2024…let’s see how […]
Read More →AOT: Malaysia based, Batik Air, cod daily direct flights btw BKK (DMK) – Johor Bahru, effective Dec 1. Comment: There’s more and more flights coming…still another +20-30% to reach the same # of flights as 2019. EA to issue up to 4.97b new shares to accommodate cash call via RO 3.73b shares at 1:1 at […]
Read More →CPF & GFPT are expected to recovered windfall from surged chicken exports order to JPN aft first bird flu outbreak of the season found at poultry farm in Hokkaido. Comment: Everyone will be massively surprised by how great the margins are from GPFT and CPF’s (core business) for the 3Q LTS signed exclusive dealer with […]
Read More →BCP to collect a large amount of used cooking oil for use as a raw mat for its commercial production of sustainable aviation fuel (SAF) next year. EGCO expects its share purchase of US-based Apex Clean Energy Hld to increase its renewable power proportion to 30% by 2030 as it seeks to promote clean energy. […]
Read More →BEM mulls opening talk with State Railway on Orange line fare agreement, veto fare cut for 10 years from cod as company, exposes to risk on fluctuation of ridership traffic plus rev sharing to SRT. GULF acquires 35% stake in 540mw Burapa Power for Bt120m, scheduled to cod in 2027. Comment: They needdddd cashhhhhh , […]
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 […]
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