AAI sees no impact from trade war, will add new pet foods products in line up, eyes Bt6.5b FY25 revenue target. Comment: Trump is going to save the pets in america, I’m not worried about tariffs for this industry “They’re eating the dogs, they’re eating the cats…” ILINK signed power distribution improvement project with Provincial […]
Read More →ADVANC mulls adding more partners to join point reward programme, aims to draw more BB & mobile subscribers, lower marketing exp, expand ecosystem & enhance revenue upside from existing customers. AEONTS signed partnership with FWD Life Insurance to be selling agent for FWD products via AEONTS’s branches. BCH, CHG, and BDMS are prime beneficiaries after […]
Read More →ACE mulls allocating Bt20b to finance 55 renewable PP projects it won in auctions as part of TH’s clean energy policy. KLINIQ opens new branch in Nakornsrithammarat, the most populated in the South, helping it achieves all time high rev this yr. Comment: Think this B grade version of MASTER is going to slower disappear […]
Read More →Notable Transactions Buy(s) THB 253 mn Sell(s) THB 152 mn
Read More →Notable Transactions Buy(s) Sell(s)
Read More →Notable Transactions Buy(s) THB 76 mn Sell(s) THB 71 mn
Read More →Notable Transactions Buy(s) THB 376 mn Sell(s) THB 94 mn
Read More →BANPU sees growth momentum in 2Q from high energy price, 2H boosted by revenue recognition of its 93% stake in XTO Energy worth Bt25.1b. Comment: Despite the stupid hedges, its trading at 4x trailing PE, ROE’s of 20% and both natty gas and coal are far higher. CHAYO expected to book Bt300m gains from disposal […]
Read More →BEAUTY’s confident of turning around to profitable this year, sees 5% revenue growth on cost cutting and hemp-based cosmetics. Comment: Another “hemp player”. No one is trusting BEAUTY given that there are no Chinese tourists in town. CPN firms on plan to open 2 malls this year including Central Plaza Ayudhaya & Sriracha, Central Plaza […]
Read More →BWG reports cod 7mw waste powerplants. Comment: As with all of these projects, it was delayed for a year but in the end its up and running and a positive. MOF grants Pico finance license to KTC, aims to control interest rate competition in the market, expects to approve nano fin & P-loan before end […]
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