KSL.BK ā Khon Kaen Sugar Industry PCL Manufacturer and distributor of sugar and molasses in Thailand, Laos and Cambodia. Also generates electricity, produces ethanol and bio-fertilizers, and has real-estate rental operations. Market Cap (THB) 7.72 B Market Cap (USD) 232.5 M Current Price 1.75 THB 52-Week Range 1.19 ā 1.81 P/E (TTM) N/A P/BV 0.33 […]
Read More →AAV.BK ā Asia Aviation PCL Holding company that operates Thai AirAsia, a low-cost carrier providing scheduled and charter passenger air transportation services primarily in Thailand and regional destinations. Market Cap (THB) 13.49 B Market Cap (USD) 404 M Current Price 1.05 THB 52-Week Range 0.98 ā 1.43 P/E (TTM) 7.50 P/BV 0.95 Dividend Yield 0.00% […]
Read More →š DITTO Company Background Ditto (Thailand) Public Company Limited engages in the distribution and rendering service of data and document management solutions in Thailand. The company rents, distributes, and services photocopiers, printers, and technology products, as well as renders technology engineering services for projects. It also offers various IT and climate technology solutions. Market Cap […]
Read More →ADVICE TB: The company expects a strong uplift from the upcoming MacBook Pro launch, projecting ~20% revenue growth in 2026 y/y, driven by an expanding customer base and new product introductions. Comment: Iām still impressed by this company continuing to grow throughout the country. š ADVICE Company Background Advice IT Infinite Public Company Limited is […]
Read More →CPAXT & Ayala: JV to expand āMakroā in the Philippines, aiming to become a leading wholesale-retail player amid IMFās 5.9% GDP growth forecast in 2026. Comment: Thatās a good partner theyāve chosen. Two conglomerates get together…ayala does have a decent logistics arm of which CPAXT could benefit. And this is a less competitive market than […]
Read More →CCET reported March electronics components sales +11% yoy to US$ 332m, +2.66% mom, 1Q25 sales +15.8% yoy to US$ 1.02b. Comment: Oh, revenues’ still continue to increase. For those unware, taiwan co’s report their revenues (only) on a monthly basis KTC: credit rating upgrade to AA from AA-, stable outlook at TRIS, continuous improvement in […]
Read More →BCP board approves plan to tender for the remaining 631.859m share of BSRC via share swap, 6.5 to 1 new BCP share, before delisting. From yesterday closing price at Bt4.94 and Bt36.5 for BSRC and BCP, the former looks cheap. Comment: Well that’s interesting…. SC to rebrand and diversify into non-property business next year, as […]
Read More →ACE will cod 21 solar farm combined 47mw by end of year, firms on plan participate bidding for 3,600mw renewable ppa under new power development plan (PDP). Comment: Ticks some boxes for the woke ESG crowd, makes the family wealthy at the cost of businesses and the tax payer. EMC in collab with eTreego, a […]
Read More →3BBIF said BBL has accepted for consideration adjusting interest rate and extending payment terms, while ADVANC is confident downtrend in interest rate is helping the case. Comment: I have read, from people far smarter than I am, that the US Fed will cut rates in July & Sept – purely for optics…and if that’s the […]
Read More →HANA set up a 49:51 JV with PTT, to study a possible investment in smart electronics industry. JMART reaffirms solid 1Q driven by strong mobile sales supported by new launched Samsung AI S24 Ultra, higher contribution from subsidiaries (JMT & Tee Noi hot pot) to boost earnings. Comment: Market just has no love for JMART […]
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