Company news 📊 CPAXT.BK Company Background CP Axtra Public Company Limited (formerly Siam Makro) operates wholesale (Makro) and retail (Lotus’s) businesses in Thailand and the region, focused on food and consumer products plus mall management. The share closed at THB 14.90 on 9 November 2026. Market capitalisation is approximately THB 155.37 billion. YTD is negative […]
Read More →Company news 📊 IVL.BK Company Background Indorama Ventures Public Company Limited is a holding company that invests in subsidiaries and affiliates manufacturing integrated petrochemical products in Thailand and overseas. It operates through four segments: Combined PET (CPET), Fibers, Indovinya, and Indovida (Packaging). The company was established in 2003 and is headquartered in Bangkok. The share […]
Read More →Company news 📊 BCP.BK Company Background Bangchak Corporation Public Company Limited is a Thai integrated energy company engaged in oil refining and marketing (two complex refineries with combined capacity of ~294,000 barrels per day and a network of over 2,000 service stations), clean/renewable power generation (via subsidiary BCPG), bio-based products (via BBGI), and natural resources […]
Read More →Company news 📊 SICT.BK Company Background Silicon Craft Technology Public Company Limited is a Thai fabless semiconductor company that designs, develops and markets microchips and RFID/IC solutions, primarily for animal ID, logistics and industrial applications. Moved from mai to SET on 27 October 2026. Last sale THB 3.50. YTD +53.5% vs Dec 30 2025 close […]
Read More →📊 KIAT.BK Company Background Kiattana Transport Public Company Limited provides integrated logistics services including truck/rail transport, freight forwarding in Thailand and internationally. It also offers IT solutions and GPS tracking services. Market Cap (THB): 923.7M Market Cap (USD): ~$28.4M (at ~THB 32.5/USD) Current Price: THB 0.31 (as of 12 May 2026 close) 52-Week Range: THB […]
Read More →CPALL to sell 3 tranches of CD rating A+, interest rates w/in 3.55-4.4% range, open for subscription on Oct 9-11 & Oct 26-30. Comment: It’ll be interesting to see if CP(take)all’s CD’s easily sell out – of course we all expect that it will. CRC to launch wholesale business, GO Wholesale, in Oct to boost […]
Read More →BANPU cuts full year coal sales volume target to 38.2m tons from 42m prior as power producers stocking remain high due to warmer than expected winter, focus on renewable, power storage, energy trading business to diversify earnings. Comment: Wait wait wait….it’s going to be hotter than normal now = higher AC usage = higher electricity […]
Read More →AH expects parts orders accelerate from vehicles booking during Motor Expo event, FY23 earnings remain intact from battery shield & thrust panel backlog order for Vinfast, axle shaft for Ford, maintain 30% FY22 sales growth target, GPM within 10-12% range, target 10-15% sales growth next year. Comment: Vinfast meh…. AGE targets FY23 coal sales vol […]
Read More →Notable Transactions Buy(s) THB 175 mn Sell(s) THB 195 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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