Company news 📊 BGRIM.BK Company Background B.Grimm Power PCL develops, finances and operates gas-fired cogeneration and renewable power plants in Thailand and abroad, selling electricity to EGAT and industrial users and steam to industrial estates, with a growing solar, hydro and wind book plus LNG and smart-grid adjacencies. Cash flow is driven by contracted capacity […]
Read More →Company news 📊 DELTA.BK Company Background Delta Electronics (Thailand) PCL manufactures power-electronics, thermal and infrastructure products — power supplies, DC fans, EV/powertrain components, data-centre and telecom power, and industrial automation — from Thai and overseas plants for global OEM customers. The share is the SET’s largest electronics weight and a high-beta AI/data-centre proxy; it last […]
Read More →Company news 📊 AKS.BK Company Background AKS Corporation PCL (formerly AQ Estate) is a SET property developer with low-rise and high-rise residential projects plus rental assets, now a micro-cap with negative book equity after years of losses and a May 2025 par change (THB 0.50 to THB 11.50). The name is marked SP and NC […]
Read More →AQUA files criminal case against Thanhoon Tabloid for distorting facts in its reporting in TPL, causing damages to >5,000 shareholders who own >140m shr. Comment: So they didn’t pay Thanhoon the usual 20-40k baht for the news articles? And what business AQUA actually do? Shine Bunnag was a well known stock punter (read: manipulator) back […]
Read More →AIE sees 3Q turnaround from lower biodiesel production costs as palm oil price drops 30% yoy, expects sales volume accelerates in 4Q on holiday season. EGCO raised 10% holding in 2 wind farms (Chaiyaphum 80mw & Theppana 7.5mw) to be sole owner post transactions, will realize immediate contribution from 3Q. GPSC completed transaction of US$500m […]
Read More →BDMS, who owns 95.76% in SVH, will tender for the remaining 4.24% at Bt480/share and will delist SVH from SET. BEM to hold rate for Blue Line at Bt17-42 until end of year, then raise to Bt17-43, sees no impact. Comment: I have often commented that the MRT in Singapore is cheaper than the subway/skytrains […]
Read More →AOT to pay full rental to Treasury Department, from 50% during covid, if govt declares an endemic from July 1. Comment: Here is the dirty little secret. When the government finally declares its an endemic. Then all the discounts and delays in payments that companies had during COVID are gone. BC’s indirect subsidiary, Bespoke Life […]
Read More →CIVIL sees higher than expected revenue growth to Bt10b, from Bt6b earlier forecast, and from Bt5b last year, seeing resumption of projects and constructions after 2 year hiatus during covid, eyes participating in bid for Bt14b Kratu-Patong expressway in Phuket. EA to gradually deliver 800 E-bus in 2H22, after acquiring Smart Bus, while setting Bt2b […]
Read More →EA: to cod Li-Ion battery production plant, capacity 1GWh p.a. on December 12. Comment: A few years delayed but here we go, and now we’ll see if the story plays out. At the end of the day it will depend upon managements ability to maintain the relationship with the Government entities in Thailand to keep […]
Read More →BJC revamps food courts across BIG C branches to boost traffic, curb costs to boost margins, expand coverage to wholesale market, expects double digits growth HoH on improved SSSG. Comment: How far away are we from one of the big groups deciding to build their own city in Thailand? MEGA reaffirms 6-10% revenue growth target […]
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