đź“Š BA Company Background Bangkok Airways Public Company Limited operates as a regional airline and boutique airport owner in Thailand, offering domestic and international air transportation services and operating Samui, Sukhothai, and Trat airports to support the country’s tourism infrastructure. Market Cap (THB): 27.72B Market Cap (USD): ~$0.85B (at ~THB 32.5/USD) Current Price: THB 13.20 […]
Read More →đź“Š CPN Company Background Central Pattana Public Company Limited is Thailand’s largest retail property developer. The company manages a premium portfolio of over 40 shopping centers, alongside offices, hotels, and residential projects, dominating the domestic market with a comprehensive “integrated mixed-use” development strategy. Market Cap (THB): 287.23B Market Cap (USD): ~$8.84B (at ~THB 32.5/USD) Current […]
Read More →đź“Š PTTGC Company Background PTT Global Chemical Public Company Limited is a leading integrated petrochemical and chemical manufacturer under the PTT Group, producing olefins, aromatics, performance chemicals, and related downstream products serving packaging, automotive, construction, and consumer industries in Thailand and international markets. Market Cap (THB): 213.0B Market Cap (USD): ~$6.9B (at ~THB 31/USD) Current […]
Read More →MFC / 88TH – MFC clarified its 13.85% stake in 88TH resulted from a share transfer under Thailand’s Ministerial Shareholding Act and that MFC is not the ultimate beneficial owner, despite becoming the second-largest shareholder. Comment: Uh huh…and the ultimate beneficial owner isn’t disclosed? AOT – Noted that Indonesia’s Citilink (Garuda Group) launched daily Jakarta–Bangkok (DMK) flights, supporting inbound regional travel. […]
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 →KTB expects to benefit from hosting Pao Tang digital wallet app, subscribers data signed up for co-pmt shopping stimulus wud give an edge to its virtual bank business, Kaohoon. Comment: Voila….if PT wasn’t so stuck up about brand name, they could’ve simply used the Pao Tang app…but no…b/c of branding they then spent a small […]
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 →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 →KTB expects to benefit from hosting Pao Tang digital wallet app, subscribers’ data signed up for co-pmt shopping stimulus wud give an edge to its virtual bank business, Kaohoon. Comment: Voila….if PT wasn’t so stuck up about branding, they could’ve simply used the Pao Tang app…but no…b/c of branding they then spent a small fortune […]
Read More →AUCT launches vehicle inspection service biz at Rangsit branch capacity 50 vehicles/day, seeks to branch out from auto auction to new biz, will open 2nd branch at HQ by eoy. Comment: Interesting, it’s still “value added”, limited investment cost etc, and given their relationships with the banks and the tents, could they not become the […]
Read More →