88THsigned exclusive distribution agreements with Suwan (offline) and Nexora (cross-border e-commerce via Tmall Global, JD Worldwide, Douyin Global, Xiaohongshu). The company sees strong long-term potential in the Chinese market. Comment: I know little about this business model, let’s see how far they can take it. I simply view it as the modern day version of […]
Read More →SC: Sold its 40% stake (8mn shares) in SC CD4 to Tokyo Tatemono Thailand (TTT) for Bt104.5mn; both firms will jointly develop a new project in the Rama IV area. Comment: Given how the Yen keeps dropping, perhaps this explains all of the conglos thinking about investing throughout the world. TOP: Moody’s affirmed its Baa3 […]
Read More →Retail bondholders of ACAP have petitioned the police and the SEC to expedite the recovery of unpaid debts that have remained unresolved for over five years, seeking to restore investor confidence in the market. Comment: Get ‘em boys, but you’re not getting anything b/c it was unsecured debt….know what you’re buying.. BANPU’s natural gas unit, […]
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 →AAV launches three new international routes from Bangkok: Almaty, Sendai, and Riyadh; will take delivery of 2 A330 aircraft in 4Q; domestic routes BKK–Chiangrai and BKK–Nakhonsithamarat start 1 Oct. Comment: At one point this should be an interesting trade…I thought it was the case a few months ago…let’s see. AIS: Thailand Cyber Wellness Index 2025 […]
Read More →AAV launches three new international routes from Bangkok: Almaty, Sendai, and Riyadh; will take delivery of 2 A330 aircraft in 4Q; domestic routes BKK–Chiangrai and BKK–Nakhonsithamarat start 1 Oct. Comment: At one point this should be an interesting trade…I thought it was the case a few months ago…let’s see. AIS: Thailand Cyber Wellness Index 2025 […]
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 →Fitch Rating TH said 6 major banks, designated as domestic systematically important banks or DSIBs by BOT including BBL, KTB, KBANK, SCB, BAY and TTB, are likely to face rising assets risks over nxt several yrs, pressured by a continued rise in impaired loans, which has edged up frm 3.5% at eo-23 to 3.6% eo-24 […]
Read More →BBIK keeps 20% FY revenue growth target driven by digital business advisory & management consulting for virtual bank, as well as AI adoption from corporate including financial institution, insurance, manufacturing, commerce and energy sectors, seeks to expand CLMV. Comment: Not sure on the value of the digital bank, but BBIK is still considered one of […]
Read More →BCPG’s board has approved the acquisition of a 17.48MW solar rooftop operator, Scan Advanc Power, from Contorno and Prompt Power for Bt211.61m. BIZ has secured medical equipment procurement contracts with five hospitals, totalling Bt858m. GULF, through its wholly owned subsidiary Gulf Edge Services, has raised its stake in cloud service provider AIS Broadband Co from […]
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