📊 BA Company Overview Bangkok Airways is a Thailand-based regional airline founded in 1968, operating scheduled flight services across Thailand and to international destinations including Cambodia, Hong Kong, Laos, Maldives, and Singapore. The company operates its own airports including Samui Airport, Sukhothai Airport, and Trat Airport. Key Metrics: Market Cap: THB 32.13B, P/E: 8.84, Dividend […]

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📊 AAV Overview Company: Asia Aviation Public Company Limited Business: Thai holding company and the sole shareholder of Thai AirAsia, a leading low-cost carrier headquartered in Bangkok that commenced operations in 2004. Market Cap: THB 15.93B P/E Ratio: 15.50 Dividend Yield: — View full analysis on Perplexity Finance AAV: Tender outcome could be announced this […]

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BAFS: The mgmt said a surge in fuel refueling volume in the 4Q25, reaching its peak season which will be supported by SEA Games and athletes boosted fuel refueling volume. Growth is expected to continue next year, despite challenges from airports raising PSC. BAFS is preparing for a significant turning point in its pipeline transportation […]

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BAY: 3Q net profit at Bt8.78bn, +14.5% y/y, thanks to Bt2.8bn one off gains from remeasurement of investment in TIDLOR following increase in its equity stake, NIM expanded by 23 bps y/y to 4.51% from improved loan yield & effective cost control, NPL rose to 3.49% end of Sept from 3.2% y/y mainly due to […]

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BGRIM’s expected to be prime beneficiary of ERC’s plan to implement Direct PPA that will allow private co., to buy clean electricity directly from renewable energy producers via grid connection where BGRIM should benefit from hyperscale data center that had already purchased land in AMATA industrial estates. Comment: With a new MoE – people are […]

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ICHI anticipates positive earnings momentum carry thru 2H driven by OEM coconut water for IF brand, larger contribution from non-tea beverage, new bottle size of alkaline drinking water, keeps 10% FY revenue growth target at Bt9.5b. Comment: Yeah well..yawn…can this industry somehow return to a CAGR 10-15% growth again? NCAP eyes 10% FY loan growth […]

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GULF in 70:30 JV with PTT to build a LNG receiving terminal in Map Ta Phut deep-sea port with carrying capacity of 5m tonnes a year to help it better manage imported LNG which will be supplied to its power plants. Comment: It’s amusing that the government is actively partnering with the crony capitalist vehicle […]

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AOT: United Airlines to add daily flights to VN and TH starting on Oct 26, flights will be departing from LA & San Francisco to HK on their way to BKK & Ho Chi Minh. Comment: From memory, the number of planes in the skies today are still less than pre-wuflu days. GULF, a merged […]

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CPN sets Bt120b capex over next 5 years to invest in new malls in BKK, Nonthaburi & Khon Kaen, will cod Market Place Theparak community mall on Mar 28, followed by Central Park & Central Park offices in Aug and Central Krabi in Oct, revamp malls are set to open later this year including Central […]

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AOT: Transport Ministry sees surged demand for flight slots for an upcoming summer schedule from Mar 30 till Oct 26, expects govt new measures attract more international arrival & spur demand for domestic travels. CCET reported Jan 25 electronics components sales at $366.95m, +4.76% mom, +18.7% yoy. Comment: Refer to the Taiwan listed entity to […]

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