BOT targets credit reform as Thailand’s K-shaped recovery persists. The Bank of Thailand highlighted the uneven nature of Thailand’s economic recovery and the need to reform credit structures to improve SME access to financing. The initiative could help address persistent constraints on smaller businesses and domestic demand, but the benefits will depend on implementation and […]
Read More →Company news 📊 MAJOR.BK Company Background Major Cineplex Group PCL is Thailand’s largest cinema exhibitor, operating multiplexes plus bowling, karaoke, ice-skate, advertising and film-distribution/adjacencies. Cash flow tracks Hollywood and Thai-title slate, occupancy and concession mix; the share last printed THB 7.15 after a 3.6% bounce from Tuesday’s 6.90 close, still only a shade above the […]
Read More →📊 AOT Company Background Airports of Thailand Public Company Limited is the leading airport operator in Thailand, managing six major international airports including Suvarnabhumi and Don Mueang. The company is central to Thailand’s tourism industry, providing comprehensive airport services, ground handling, and commercial space management for millions of international and domestic passengers annually. Market Cap […]
Read More →CIVIL targets 2026 revenue of THB 6.4bn with backlog of THB 12.8bn recognised through 2028. Preparing to bid for over THB 72bn in new work. 4Q25 outlook lifted by Krabi Airport and Rama 2 Expressway handovers. Comment: I’m still of the viewpoint that we are seeing all the regional airports (and bangkok) seeing improvements and […]
Read More →ADVANC revised up FY service revenue growth to 4-6% from 3-5% previous guidance, up EBITDA growth to 4-6% yoy. Comment: Market share gain? Whilst True will say losing the EPL means nothing (and they’re probably right financially), it’ll still create the narrative that AIS is winning market share.. GULF to book Bt8.2b dividend income from […]
Read More →BAFS anticipates positive 2Q earnings growth YoY, driven by a 6% increase in jet refueling volume amid strong air traffic from the EU and South Asia. The company maintains full-year revenue growth target of 9% to above Bt3.8bn, with sales volume forecast to rise 7% to 5.4bn liters. Key clients include carriers from Thailand, India, […]
Read More →NRF announced cash call via RO total 94.510m shares, 15:1 @ Bt1/share, subscription from Aug 21-27, issue free warrant (NRF-W2) for RO subscribers, XR Aug 1. Comment: Yeah….I thought plant based food was going to save the world. F wits…how’s the deal with Golden Weed donkey kong played out? I do think it’s time for […]
Read More →MINT forms venture co with JPN partner, Royal Holding, to develop 21 lux hotels in JPN by 2035. Comment: Active again…what am I missing here? It does feel like its picking up. OSP is expected to report sluggish 4Q from shrink domestic energy drink market share and surged marketing exp & FX loss from operation […]
Read More →ASIAN revised down FY revenue target to Bt10.2b from Bt10.5b prior due to suspension of fish feed production in 3Q and flat shrimp sales yoy, sales revenue from frozen seafoods drop from softer demand from European market. Comment: Is the recovery bump now over? GUNKUL raised holding in 30.9mw solar subsidiary, Gunkul Chubu Powergen (GCPG), […]
Read More →ADVANC collab with Singtel and 34 members of leading mobile alliance, Bridge Alliance, to provide GPU-asa-Service offers a convenient way to access high performance computing resources for machine learning & data-intensive applications, allows users to leverage advanced computational capabilities w/o the need for expensive hardware or complex infra mgt. BA keeps 4.5m FY passenger target, […]
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