Company news 📊 ANAN.BK Company Background Ananda Development PCL is a Bangkok-centric condominium and mixed-use developer, historically partnered with listed Japanese names on urban high-rise and transit-adjacent projects, with a still-large inventory and transfer backlog against a leveraged balance sheet. Cash flow is lumpy and rate-sensitive; the share last printed THB 0.32, a tick above […]
Read More →Company news 📊 BH.BK Company Background Bumrungrad Hospital PCL is Thailand’s flagship private tertiary hospital, serving a large international and Middle-Eastern outpatient and inpatient base from its Bangkok campus plus related clinic and insurance adjacencies. Earnings are high-margin hospital cash flow with a fortress balance sheet; the name trades at a premium P/BV versus SET […]
Read More →Company news 📊 FLE Company Background Frontline Engineering PCL is a water-systems specialist supplying pumps, valves, pipes, Bailey bridges, dredgers and related equipment, plus installation, pump-rental and irrigation/water-transfer project work. Customers are mainly Thai government agencies (Royal Irrigation Department, groundwater and provincial waterworks). As of 24 August 2026 the stock was still in IPO subscription […]
Read More →BJC :9M25 profit fell 24.7% y/y, pressured by weak economic conditions and store renovations. 170 Big C Mini stores were closed, while new openings lagged targets. Performance across business groups was mixed; in 3Q, packaging, healthcare & technical supplies, and retail all contracted. Retail remains the core revenue engine, with management continuing to close underperforming […]
Read More →BA begins construction of Trat airport u/g, extending runway to 2.1km, building a new terminal to handle B-737 & A320 rather than just turboprops, enable airport to cope with larger traffic and int’l flights, t/g completion by mid-FY26. BTS mulls bringing back trip pkgs following delayed of Govt back Bt20 flat fare campaign, expects ridership […]
Read More →ADVANC: completed acquisition of Triple T Broadband (TTTBB), also completed purchase of invest units in JASIF which now own 19% stake in the fund. The settlement value of transaction adjusted to Bt 28.37b from 32.42b, according to filing. AMATA: completed entire business transfer related to utilities & service biz for industrial estates to AMATA U, […]
Read More →Total Logistic (ETL), on SET instead of MAI to accommodate future growth. Comment: The market’s in a pumping mode. JMT said 1st two months of 3Q operations were on track, firms on 30% revenue growth target this year. Comment: There is zero issue for JMT to get NPLs, there are only 2 questions 1) Cost […]
Read More →AMA adds 40 tank trucks to accommodate rising demand for petrol, biodiesel & veg oil transport, keeps 1.4m tons full year transport volume, 12-15% full year revenue growth target. Comment: That’s a increase of 25% of their existing truck fleet. ARIP sees Bt3b circulate from organizing Commart fair Jul 6-9, upbeats 2H outlook from strong […]
Read More →AH’s board approved acquisition in 60% of Malaysia auto parts maker, an affiliate co., of Proton Group, Advance Vehicle Engineering Global (Avee) for up to MYR41m (Bt312m) to support overseas expansion. Comment: Hopefully not to supply to Proton manufacturing… CPNREIT to renew lease of 2 malls, Central Pinklao (15 years) & Central Rama 2 (30 […]
Read More →AOT mulls speeding up Bt130b mega projects under new CEO, including expansion at Suvarnabhumi airport’s terminal, southside aero logistic park, Chiangmai 1st phase and Phuket airport 2nd phase. Comment: Mulls? Wtf are these donkey kongs doing up there, Thailand is going to be overflowing with mainlanders and indians within the next 12 months. HUMAN is […]
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