Tag: moshi

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Stocks in the news (mfc, 88th, aot, bcpg, com7, ditto, ea, egco, jkn, m, mmm, moshi, pttgc, samtel, singer, top, thai) 18.12.25

MFC / 88TH – MFC clarified its 13.85% stake in 88TH resulted from a share transfer under Thailand’s Ministerial Shareholding Act and that MFC is not the ultimate beneficial owner, despite becoming the second-largest shareholder. Comment: Uh huh…and the ultimate beneficial owner isn’t disclosed? AOT – Noted that Indonesia’s Citilink (Garuda Group) launched daily Jakarta–Bangkok (DMK) flights, supporting inbound regional travel. […]

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Stocks in the news (bh, itel, moshi, mydiyt, tli) 12.12.25

BH offers quick management updates on Phuket progress, stating construction is on-track for completion in 1H27 and still confidence in the premium market in TH’s 2nd largest provincial economy; Phuket’s average annual income per head is at Bt390k, 62% higher than the country’s overall average. Comment: Let’s see how quickly they can ramp up occupancy […]

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Stocks in the news (bam, kbank, jpark, moshi, mtc, or, pttep, spali) 20.08.25

BAM expects NPL sales by financial institutions to reach Bt200bn this year (vs. Bt150bn in 2024). Plans to participate in ~Bt30bn bids, targeting ~Bt3bn in bad debts. Comment: Yes….but if BAM and JMT can only buy ~THB 50 bn together, there’s just far too much supply out there.  KBANK: Invesco increased its stake by 0.1688% […]

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Stocks in the news (jpark, moshi, nut, pjw, spvi, stecon) 11.06.25

JPARK in talk partner to management parking-lot total 3k slots, expects to wrap up by end of month, firms on FY target 50k slots by end of year. Comment: Still need to know more about this group… MOSHI: Deputy CEO, Monthana Asavametha, sold 3m share or 0.9% to Samsung Asean Equity Fund @ Bt42 on […]

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Stocks in the news (bdms, bjc, centel, moshi, ner) 19.05.25

BDMS sees this year growth at 3X the GDP, on growth in both Thai and foreign patients, and 2 new hospitals, Bowin and Chiangmai (expansion), by end of year. In collab with 7 insurances to launch BDMS preventive vaccines to create sustainable immunity. Comment: BDMS is a becoming a vaccine pill pushing entity – margins […]

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Stocks in the news (com7, gulf, moshi, mtc, ner, sav) 26.02.25

COM7 acquires EV rental & leasing operator, EV7, for Bt40m. Comment: Well…ok. GULF: Gulf Development, a new co., from amalgamation with INTUCH, tradable from Apr 3. Comment: la la la – remember what this means is that MOSHI to be added to SET100 index effective Feb 27, replace outgoing BSRC as freefloat fell below 20%, […]

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Stocks in the news (impact, moshi, lh) 23.01.25

IMPACT reported 90% completion of Sky Entrance project, scheduled to finish in Feb, aligning with anticipated opening of Pink line skytrain extension in May-June 2025, expects significant traffic increase from transport integration, attract more exhibitors & visitors to exhibition center. Comment: I was just there, it is nearly finished, and they are definitely going to […]

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Stocks in the news (bbl, crd, itc, maguro, moshi, mcot) 18.10.24

BBL: 3Q net profit @ Bt12.47b, +9.9% yoy, beats Bt11.44b consensus, thanks to better than expected NIM, investment gains and strong non-NII recovery, lower LLP qoq. Comment: Balance sheet is average still…but if BBL is struggling…just imagine how everyone else is doing… CRD sees strong 4Q driven by waste collection biz in Chiang Mai and […]

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