📊 GULF Company Background Gulf Energy Development Public Company Limited is a leading Thai energy and infrastructure holding company that invests in power generation, infrastructure and utilities, and digital businesses, with a diversified portfolio of conventional and renewable power assets and large-scale infrastructure projects in Thailand and selected international markets. Market Cap (THB): ~580.00B (approximate […]

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📊 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 […]

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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 […]

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ADVANC’s joined forces with MakeMyTrip, India’s leading OTA platform for hotel and travel bookings, to help drive Thailand’s tourism industry. By combining the strengths of two industry leaders in communications and travel, the partnership elevates the end-to-end journey for Indian visitors. (Kaohoon) AWC’s unveiled Skyflyers: Wings of Garudapterus, a new riverside experience at Asiatique The […]

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CENTEL (CRG): Acquires 40% stake in Miracle Planet (parent of Lucky Suki) for THB 940mn. Comment: And that’s another restaurant chain whose quality will decline over time. MAGURO: Opening 2 Tonkatsu AOKI branches at Iconsiam and Mega Bangna in 4Q; total now 53 branches across 7 brands, targeting 30% FY revenue growth. Comment: They’re still […]

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ATLAS: LPG business, a subsidiary of PTG, Atlas Energy, debuts IPO 418.42m shares at Bt3 apiece. Comment: A good first pump, better for the parent. BGRIM: To expand into S. Korea by closing a deal to increase its stake in Nakwol 1 to 49% (acquired 20.8% stake) and boosting its 365MW offshore wind portfolio. (Kaohoon) […]

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AOT said won’t cancel King Power duty free contract, preparing to adjust it as per advisor’s proposal to maintain both parties’ interests, with plan to propose a Bt200 hike in PSC to help cushion potential revenue losses from contract adjustment. Comment: It helps when the current CEO of King power is the former CEO of […]

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ADVANC targets non-mobile business to reach 20% of overall in 3 years, focusing on retail, entertainment, and digital financial, with flagship virtual banking to start in Jul 26. Comment: Fake digital banking.  BAM: keeps FY cash collection target at Bt17.8b after logged Bt10.15b in 1H, launch NPA sales campaign (Opportunity for all) target freelance & […]

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AEONTS   2Q25 turnaround after 1Q NPL peaked at 5.1%; improved collections, lower credit cost, and THB 150m NPL/NPA gains. Comment: We’re all watching this space…. AOT  Air India Express to launch daily Bengaluru BKK flights on Oct 18, expand routes to Lucknow, Pune, Surat, and Hyderabad Phuket. PTT-EA-NEX-CWT consortium targets EV bus leasing   […]

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BANPU anticipates 2H turnaround from driven by 14.5mw Iwate Tono battery energy storage system pj (BESS) in JPN cod-ed in Jun, contribution from 50% stake in 350mw Wooreen BESS pj in Victoria, AU, temple I & II pp in Texas, expects transaction of $370m US natgas M&A (Bedrock Production LLC) to complete in 4Q, lift […]

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