📊 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 →📊 Company Background: Read the BJC description → BJC – Berli Jucker Logistics (BJL) entered a 50:50 JV with DHL Supply Chain Thailand, with planned capex of Bt1–1.5bn over five years, to provide specialized, compliant logistics supporting Thailand’s healthcare supply chain, with a focus on quality control and traceability. DHL contributes technology capabilities including warehouse […]
Read More →ADVANC: momentum into Jan may drive follow-through inflows; drivers include stronger mobile subscriber growth, improved FBB ARPU, cost efficiencies, and expected higher cash distributions from major shareholders. Comment: This sector is simple – it hasn’t changed – duopoly, minimal revenue growth, no more fighting, cost cutting margins up and massive divvy’s paying out. BA launching […]
Read More →BBL : NVDR holding in BBL rose to 23.64% from 23.1% last Friday. If it continues to approach the 25% limit, the SET may temporarily suspend purchases of BBL-R, as seen 3–4 times in the past. Foreign headroom remains ample at 55.7m shares. Comment: This happens every now and again… BPP/BANPU : Banpu Power is […]
Read More →EPG expects positive momentum to continue in 2H, driven by improved operations at Aeroflex (USA) following a 5% price hike in July, higher domestic parts sales from demand for canopy and side-step, lower ECL due to better business in South Africa, and plans to scale back SG&A to stretch margins. Comment: Despite the fact that […]
Read More →AOT board approved purchase of 73 condo units in Samut Prakan from the MoF to compensate people affected by noise from airport operations worth ~Bt151m. Comment: That’s interesting….was King Power an owner of all these units? CFARM eyes double digits revenue growth target driven by larger egg farm capacity at 15.88m chickens p.a., new cage […]
Read More →GULF is taking a cautious stance this year, with no plans to acquire new energy assets or increase its stake in KBANK, citing the slowing economy. The company is also considering selling some assets to improve cash flow. Comment: Wait, GULF is having cash flow issues? Or did they receive a slap on the hand […]
Read More →ADVANC rpts Bt10.58b 1Q25 NP, +25% yoy, and beats Bt9.82b consensus, while Bt56.31b rev tops Bt54.86b estm, keeps Bt26-27b capex to expand networks. Comment: And you doubted the strength of duopolies and their ability to rip off the consumer for their own benefit. MALEE secured read-to-drink coffee OEM ord frm Nestle (TH), to realize rev […]
Read More →MTC reaffirms solid 4Q24 from improved assets quality, positive momentum from consumer credit & cash collection. Comment: No matter what the economy is (barring a total crash), MTC seems to always do well, all thai governments bail out their customer class. SCC reports loss Bt512m 4Q24, -55% yoy, vs loss Bt839m estimate, due to Long […]
Read More →MINT forms venture co with JPN partner, Royal Holding, to develop 21 lux hotels in JPN by 2035. Comment: Active again…what am I missing here? It does feel like its picking up. OSP is expected to report sluggish 4Q from shrink domestic energy drink market share and surged marketing exp & FX loss from operation […]
Read More →