Tag: spali

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Stocks in the news (bam, bts, egco, kbank, mint, nex, spali, scgp, toa) 17.02.26

📊 BAM Company Background Bangkok Commercial Asset Management Public Company Limited is Thailand’s largest asset management company, specializing in managing non-performing loans (NPLs) and non-performing assets (NPAs) acquired from financial institutions to restructure debt and rehabilitate the real estate sector. Market Cap (THB): 25.53B Market Cap (USD): ~$823M (at ~THB 31/USD) Current Price: THB 7.90 […]

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Stocks in the news (banpu, bgrim, centel, or, spali, thai, uniq) 30.01.26

BANPU’s board approved an amalgamation with BPP, with a new company to assume all assets, liabilities and obligations of both entities. The board also approved a registered capital increase via private placement, including shares issued to the CEO. Comment: Yummy CEO shares….c’mon hedgies & pe boys, we can raid this company, it’s mismanaged as hell. […]

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Stocks in the news (centel, mbk, scgd, spali, true) 28.01.26

📊 CENTEL Company Overview Central Plaza Hotel Public Company Limited is a leading Thai hospitality operator in the Gambling, Resorts & Casinos industry. The company manages hotels and quick-service restaurants across Thailand and internationally, with recent expansions in Japan. Key Metrics: Market Cap: THB 46.58B, P/E: 27.60, Dividend Yield: 1.71% View full analysis on Perplexity […]

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Stocks in the news (cpn, ktc, prm, spali) 15.12.25

CPN: Investing Bt800m in Disney–TAT year-end campaign, targeting +25–30% 4Q25 foot traffic. KTC: Targets 1–2% loan growth, 250k new cardholders in 2026; NPLs guided below 2%, margin supported by lower credit costs. Comment: What does that say about the economy if loan growth is +1-2% from this unsecured loan player… PRM: Exploring OSV expansion into Middle East to diversify earnings. […]

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Stocks in the news (civil, cococo, cpn, crc, mmm, ori, osp, princ, ptt, samart, sena, spali, tkc, tks, tqm) 20.11.25

CIVIL targets 2026 revenue of THB 6.4bn with backlog of THB 12.8bn recognised through 2028. Preparing to bid for over THB 72bn in new work. 4Q25 outlook lifted by Krabi Airport and Rama 2 Expressway handovers. Comment: I’m still of the viewpoint that we are seeing all the regional airports (and bangkok) seeing improvements and […]

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Stocks in the news (aot, bki, cococo, jas, onsen, pjw, siri, spali) 07.10.25

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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Stocks in the news (atp30, cococo, eastw, itd, nex, ptt, pttgc, sc, spali, tu) 16.09.25

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 […]

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Stocks in the news (atp30, cococo, eastw, itd, ptt, pttgc, spali, tu, kbank, sc) 16.09.25

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 […]

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Stocks in the news (bam, kbank, jpark, moshi, mtc, or, pttep, spali) 20.08.25

BAM expects NPL sales by financial institutions to reach Bt200bn this year (vs. Bt150bn in 2024). Plans to participate in ~Bt30bn bids, targeting ~Bt3bn in bad debts. Comment: Yes….but if BAM and JMT can only buy ~THB 50 bn together, there’s just far too much supply out there.  KBANK: Invesco increased its stake by 0.1688% […]

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Stocks in the news (alt, bkih, ktb, advanc, or, major, ptl, rcl, spali) 13.08.25

ALT: board approved investment in 2 fiber optic pj including fiber ntwrk connecting BKK-EEC area and submarine cable pj in Satun province combined worth Bt1.594b, expects to gen approximately Bt150m-190m p.a. Comment: In theory this should be a decent business model – but given the structure of the industry, it doesn’t perform as it should. […]

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