Company news 📊 PR9.BK Company Background Praram 9 Hospital Public Company Limited operates a private hospital in Bangkok, Thailand, providing comprehensive medical and surgical services through specialized centers covering cardiology, orthopedics, neurology, obstetrics and gynecology, oncology, imaging, and other disciplines. Founded in 1992. The share closed at THB 18.80 on 10 November 2026. Market capitalisation […]
Read More →Company news 📊 BBL.BK Company Background Bangkok Bank Public Company Limited is one of Thailand’s largest commercial banks, providing a full range of banking, financial and investment services to corporate, SME and retail customers domestically and internationally. The share closed at THB 187.50 on 29 October 2026. Market capitalisation is approximately THB 358 billion. YTD […]
Read More →BAM: is expanding partnership with financial institution, aiming to add 2 more JV AMCs by 2026, preparing to explore profit-sharing model for managing NPLs. Comment: I wonder how many JV”s BAM can handle? And what are the implications of this to the market? They set the floor price of NPAs due to their ability/requirement? To […]
Read More →Notable Transactions Buy(s) THB 162 mn Sell(s) THB 1.4 mn Note: I would not be surprised to see more management buying over the next few months
Read More →Notable Transactions Buy(s) THB 137 mn Sell(s) THB 30 mn
Read More →AMA: former Minister of Tourism & Sports, Phipat Ratchakitprakarn, raised holding by 2.8962% to 6.8119% on Sept 25. CFARM’s board approved Bt420m investment in dairy farm business, starts with 1,250 milking cows at 1st phase, seeks to branch out from poultry biz to diversify earnings, target cod 1Q26. Comment: Now this is interesting…different economics all […]
Read More →AP reported July presale topped Bt5.5b, expects 2H turnaround from larger transfer schedule HoH, Bt42.6b backlog & Bt121b project available for sales (mostly low-rise) to support sales & transfer. CCET reported 2 new production plants in Mahachai & Petchburi province (Free Trade zone) scheduled to complete in 2H, expects big jump next year larger capacity […]
Read More →AOT: Philippines LCC, Cebu Pacific, will boost flights to BKK with a 3-weekly service from Manila to BKK (DMK) staring July. Comment: Does this indicate a demand for additional service sector employees? DOHOME: sees strong qtd 2Q from recovery demand for home improvement products, sets Bt1b capex to add 8 stores & revamp existing outlets. […]
Read More →Notable Transactions Buy(s) THB 45 mn Sell(s) THB 5.7 mn
Read More →BKI said long Covid may have an ongoing cost impact on the Thai insurance industry as it could increase the value of claims. Comment: With less competition there comes higher prices BGRIM CODed 140mw BGRIM Laem Chabang 1 (BPLC1R) pp, 30mw power sells to authority (EGAT) under 25yrs PPA, remained capacity & steam sell to […]
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