ADVANC: Share price strength at ATH levels may be tested by clarity around dividend roadmap and CAPEX financing. Multiple rating downgrades were seen late yesterday and into this morning. Comment: What’s the confusion? GULF wants ADVANC to continue leveraging up to pay out great cash divvy’s. Telenor did it with DTAC – there’s nothing complicated […]
Read More →AOT expects passenger traffic to rise 6% this year to 135mn, supported by growth in charter flights and a planned increase in passenger service charges. The company plans to propose a THB 12bn East Expansion project at Suvarnabhumi Airport to the Cabinet, which would lift annual capacity to 70mn passengers from 65mn. Comment: La la […]
Read More →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. […]
Read More →📊 BA Company Overview Bangkok Airways is a Thailand-based regional airline founded in 1968, operating scheduled flight services across Thailand and to international destinations including Cambodia, Hong Kong, Laos, Maldives, and Singapore. The company operates its own airports including Samui Airport, Sukhothai Airport, and Trat Airport. Key Metrics: Market Cap: THB 32.13B, P/E: 8.84, Dividend […]
Read More →📊 KBANK Company Overview Kasikornbank Public Company Limited is one of Thailand’s largest commercial banks, founded in 1945 and headquartered in Bangkok, offering comprehensive financial services across personal, SME, and corporate banking segments. The bank operates an extensive network of 839 branches domestically and maintains an international presence across nine countries in Southeast Asia and […]
Read More →📊 AAV Overview Company: Asia Aviation Public Company Limited Business: Thai holding company and the sole shareholder of Thai AirAsia, a leading low-cost carrier headquartered in Bangkok that commenced operations in 2004. Market Cap: THB 15.93B P/E Ratio: 15.50 Dividend Yield: — View full analysis on Perplexity Finance AAV: Tender outcome could be announced this […]
Read More →📊 AAV Company Overview Asia Aviation Public Company Limited (AAV) is a Thai holding company and the sole shareholder of Thai AirAsia, a leading low-cost carrier headquartered in Bangkok. The company operates through two main segments: Scheduled Flight Operations and Charter Flight Operations, serving 17 countries with 91 routes from operational hubs in Don Mueang, […]
Read More →AMATA – Industrial Estates: Amata received approval from the Vietnamese government to develop its 5th industrial estate in Phu Tho (476 ha, phased 2029–2033), targeting electronics and tech companies. Existing operations include Amata City Bien Hoa, Ha Long, Long Thanh, and Quang Tri Industrial Park under construction. Comment: Yawnz, zzzz, this group can’t manage anything outside […]
Read More →MFC / 88TH – MFC clarified its 13.85% stake in 88TH resulted from a share transfer under Thailand’s Ministerial Shareholding Act and that MFC is not the ultimate beneficial owner, despite becoming the second-largest shareholder. Comment: Uh huh…and the ultimate beneficial owner isn’t disclosed? AOT – Noted that Indonesia’s Citilink (Garuda Group) launched daily Jakarta–Bangkok (DMK) flights, supporting inbound regional travel. […]
Read More →ATLAS: LPG business, a subsidiary of PTG, Atlas Energy, debuts IPO 418.42m shares at Bt3 apiece. Comment: A good first pump, better for the parent. BGRIM: To expand into S. Korea by closing a deal to increase its stake in Nakwol 1 to 49% (acquired 20.8% stake) and boosting its 365MW offshore wind portfolio. (Kaohoon) […]
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