AEONTS 2Q25 turnaround after 1Q NPL peaked at 5.1%; improved collections, lower credit cost, and THB 150m NPL/NPA gains. Comment: We’re all watching this space…. AOT Air India Express to launch daily Bengaluru BKK flights on Oct 18, expand routes to Lucknow, Pune, Surat, and Hyderabad Phuket. PTT-EA-NEX-CWT consortium targets EV bus leasing […]
Read More →ATP30 Expands Solar Rooftop & E-Bus Fleet: Phase 2 solar rooftop capacity +120kW; fleet expansion to 30 e-buses by year-end. E-bus margins are 25% higher than ICE vehicles. COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin recovery, cost savings, and new product launches; 2H25 sales +13%-14% YoY. Comment: Thailand is the coconut […]
Read More →AMATA: Maintains FY industrial land sales target at 1,200 acres (3,000 rais); demand expected to accelerate in 2H25 as regional unrest eases, reinforcing recurring land sale revenue. Comment: It’s still roaring in. AOT: Suvarnabhumi Airport upgraded from 3-star to 4-star by Skytrax; management plans to further develop it into a 5-star regional hub, supporting long-term […]
Read More →AMATA: Maintains FY industrial land sales target at 1,200 acres (3,000 rais); demand expected to accelerate in 2H25 as regional unrest eases, reinforcing recurring land sale revenue. Comment: It’s still roaring in. AOT: Suvarnabhumi Airport upgraded from 3-star to 4-star by Skytrax; management plans to further develop it into a 5-star regional hub, supporting long-term […]
Read More →AAI sees no impact from Trump trade policy on pet food business, mulls increasing exposure in middle east to diversify earnings, additional production capacity of 3ktpa up on stream from 1Q25 to boost this year earnings. EA announced cash call via RO, selling 4.95b shares to existing holders, issue free warrant (EA-W1) not exceeding 1.237b […]
Read More →ASW recorded Bt6,269m 1Q sales, +65% yoy and account for 35% of Bt17,800m FY24 target, its “Title†jv project has 50% booked and Title Serenity NaiYang Phuket attracts lots of interest, plans 2 projects worth Bt2,460m in 2Q. COCOCO reaffirms 30-40% revenue growth target this year, on rising demand for coconut water and related products, […]
Read More →ABM: AGE raised holding by 0.2802% to 5.24% on Mar 28. Comment: Why is AGE buying into a loss-making, above BV bio mass co? AOT: Coral Finest Business Class Lounge (Cocoon), International Concourse C, SIA received Pioneer of the Year award from Priority Pass for unique & innovative services, Miracle Lounge Domestic Concourse D, SIA […]
Read More →AOT sees Jan aircraft movement thru 6 airports under management +21% yoy, international flight +41.7% yoy, flights between TH & China stands at 260 flights/d. Comment: BKK feels quiet tourism wise but the usual tourist destinations are popping HL signed contract with National Health Security Office (NHSO) to participate in “Gold card” welfare programme allowing […]
Read More →ADVANC completed successful testing of 5G standalone (5G SA) roaming with Deutsche Telekom Global Carrier & T-Mobile, completing 5G SA roaming btw the US and Switzerland and the US and Thailand. ARIN: local fund, KKPAM, purged entire holding 21.6666% on Dec 8. Comment: News appears to be misleading here, it’s most likely a transfer from […]
Read More →ANAN’s 8M transfers stood at Bt8.6b, mulls year-end campaign. Comment: Not too shabby, but still it should be bankrupt given the mess that the asok project ended up being. CENTEL sees no impact from BMA’s plan to collect wastewater treatment fees next year (Bt4/cu.m for biz using <2k cu.m & Bt8 for those using >2k […]
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