AMATA – Industrial Estates: Amata received approval from the Vietnamese government to develop its 5th industrial estate in Phu Tho (476 ha, phased 2029–2033), targeting electronics and tech companies. Existing operations include Amata City Bien Hoa, Ha Long, Long Thanh, and Quang Tri Industrial Park under construction. Comment: Yawnz, zzzz, this group can’t manage anything outside […]
Read More →AQUA The SEC imposed civil penalties on a former AQUA board member for insider trading, ordering compensation and fines totaling THB 19.3m, along with a 14-month ban from serving as director or executive. Comment: The SEC is working hard these days… BBIK upbeats 4Q erngs frm rev recognition frm cloud migration, virtual banking and architecture […]
Read More →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 […]
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 →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 […]
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