đź“Š CPALL.BK Company Background Operates 7-Eleven convenience stores and other retail in Thailand. Market Cap (THB): 407.7B Market Cap (USD): ~$12.5B (at ~THB 32.60/USD) Current Price: THB 46.00 (as of 27 May 2026 close) 52-Week Range: THB 40.50-54.50 P/E Ratio: 14.0 (TTM) P/BV: 2.8x Dividend Yield: 3.6% (latest indicated) Avg Daily Value: THB 1,500M-1,800M YTD […]
Read More →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 →ASAP eyes 28% FY rev growth target above Bt11b driven by rental fleet cars and used vehicle sales, tailwind from Changan EV dealership and growth from motor insurance brokerage. Comment: Could it be time for this name to return? I remember meeting the CEO pre covid, and he impressed me. FSMART to seal deal with […]
Read More →ADVICE eyes 15-20% revenue growth target next year driven by cycle of PC upgrade, introductory phase of AI gadget, tailwind from mobile & solar installation business, mulls adding Apple store (iStudio by Advice) upcountry to 30 outlets at end of FY25 from 3 branches at end of 3Q. Comment: They’re going heavily with their PR…and […]
Read More →AH’s board approved acquisition of the remaining 50% in venture auto part co., AAPICO Sodecia (TH) no exceeding Bt110m. MONO is under cash balance, cash upfront trade, from today Nov 27 until Dec 17, after jumping 22% yesterday. Comment: The story is that due to JAS winning the EPL rights, means that MONO is going […]
Read More →BAM sees 2M24 cash collection exceeded Bt3b, firms on Bt20b FY, revamps NPA appraisal process to save time costs, in talk with financial institutions & residential developers to establish distressed asset management JV. Comment: And what if they perform better than expected? The upside is then taken care of. KJL signed partnership agreement Schneider Electric […]
Read More →ASAP sees earnings bottom out 1Q, expects strong car rent in 2Q from demand for distance travel on long holidays & domestic tourism stimulus, seeks to expand corporate car rental to balance revenue mix, target 3k used cars sales this year from 1k units in FY20, will add 5 outlets of ASAP select from current […]
Read More →Mobile operators expecting to recovery 2H from absence of price war and unlimited data packaging, ADVANC & DTAC FY20 yield should stay above 3%, Tabloid. AH sees 2H turnaround from larger OEM order from Nissan after shift productions from Indonesia to Thailand, expects higher revenue contribution from Nissan from current 4%, sees positive utilization rate […]
Read More →AOT’s current duty free operator, King Power, awarded a 11-years DMK airport duty free management concession from FY22-FY33. Comment: Well that was quick BBL to compete with Sumitimi Mitsui Financial for StanChart Indon. Comment: No more growth nor NIM expansion left in Thailand, Indonesia does look like a far better bet for the next 10-20 […]
Read More →ADVANC’s ready for 5G auction with Bt62b available cashflows. Comment: It’s a yield play more than anything else AOT reports 141.87m passengers last fiscal year, +2% yoy, with international passenger growth of 4.4%, flights +2.41%. Comment: And look, there’s still growth, I think 4Q may be a bigger positive surprise than people expect in terms […]
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