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 →CRC: Shareholders approved the sale of the Rinascente mall in Italy. The Bt14.7bn proceeds will be used to fund growth in Southeast Asia and repay loans, reducing total debt by Bt5.3bn. The company plans to allocate Bt7.7bn for a special dividend of Bt1.28/share, providing immediate returns to shareholders. Comment: Such a scam on public shareholders…well […]
Read More →88TH IPO set at 59.5m shares, THB 5.45/share, subscription 25–29 Sept, funding product expansion and new launches. Comment: Roll up roll up, this is your marketing tiktok punting shop. BGRIM partners with KBANK on interest rate hedging for renewable power projects, first in Thai power sector, supporting net-zero transition. Comment:: Net zero? Go suck a […]
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 →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 →ADVANC: Double-digit iPhone sales growth expected vs last year; positive impact on net subscriber additions from discounted handset campaign. Comment: I’m still continually surprised by the demand for iphones….but whatever is what it is, and not only do they have a volume increase, the ASP increase doubles the growth rate… COM7: Record pre-orders for iPhone […]
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 25% higher than ICE vehicles. Comment: Well with the cronies fully back in charge, perhaps all these ridiculous ideas will work again… COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin […]
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 →CKP sees positive momentum carry thru 3Q driven by strong flow rate at Xayaburi & Nam Ngum hydro power plant on the back of heavy rain from tropical storm Vipa, improved margin on cogen power plant from lower natural gas cost. CPN collabs with UAE Ministry of Interior to offer exclusive benefits & discounts to […]
Read More →CWT board approved plan for listing of renewable unit, Green Power 2 (GPT), on MAI, will sell IPO not exceed 31.81% of GPT’s paid-up. GUNKUL signed direct PPA with JPN partner, Murata Manufacturing (TH), will develop 7mw solar farm at 1st phase, target cod 1Q26. OR expects no material impact on retail business because there […]
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