đź“Š BAFS Company Background Bangkok Aviation Fuel Services Public Company Limited provides aviation fuel storage and refueling services, primarily operating at Suvarnabhumi and Don Mueang airports. The company also manages fuel pipeline systems and provides technical aviation services, positioning itself as a critical infrastructure provider for Thailand’s aviation and tourism sectors. Market Cap (THB): 5.34B […]
Read More →đź“Š BCH Company Background Bangkok Chain Hospital Public Company Limited operates a leading network of private hospitals across Thailand under the World Medical Hospital, Kasemrad, and Karunvej brands, catering to diverse patient groups including private pay, insurance, and the national social security scheme. Market Cap (THB): 24.69B Market Cap (USD): ~$0.77B (at ~THB 32/USD) Current […]
Read More →đź“Š KBANK Company Overview Kasikornbank Public Company Limited is one of Thailand’s largest commercial banks, founded in 1945 and headquartered in Bangkok, offering comprehensive financial services across personal, SME, and corporate banking segments. The bank operates an extensive network of 839 branches domestically and maintains an international presence across nine countries in Southeast Asia and […]
Read More →BJC :9M25 profit fell 24.7% y/y, pressured by weak economic conditions and store renovations. 170 Big C Mini stores were closed, while new openings lagged targets. Performance across business groups was mixed; in 3Q, packaging, healthcare & technical supplies, and retail all contracted. Retail remains the core revenue engine, with management continuing to close underperforming […]
Read More →Financial: Auto hire-purchase lending is likely to remain flat in 2H25 despite falling interest rates and competitive new car pricing, says Tris Rating, citing cautious lending practices, weak consumer purchasing power, a glut of used cars and limited truck demand. (Bangkok Post) GULF: The company is ready to participate in investments, particularly in projects related […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →ADVANC in collab with National Saving Fund to offer its subscribers to buy retirement lottery via its myAIS, expecting to be launched in 4Q25. Comment: The “organisations” that used to make that 20 baht spread are going to be p’ed off. Yes a lottery ticket in thailand is supposed to only cost THB 80, however […]
Read More →GULF: INTUCH amalgamation deal to complete early 2Q25, sets Bt70b capex plan over next 5 years on new power project that already won license for construction as well as M&A on overseas power & natural gas project, new data center & private cloud solution (Google Distributed Cloud air-gapped) on track to cod in Apr 2025 […]
Read More →ERW anticipates 4Q turnaround aft Holiday Inn Pattaya fully reopened post major facelift, expects ADR surge by 10-15% from higher room rate, improve OCC on holiday season. KCE board approved establish of subsidiary, Circuit Holding, to acquire 100% stake in UK based PCB distributor, Int’l Circuit Ltd, for GBP 9m (Bt396m). Circuit Holding will pay […]
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