BGRIM’s expected to be prime beneficiary of ERC’s plan to implement Direct PPA that will allow private co., to buy clean electricity directly from renewable energy producers via grid connection where BGRIM should benefit from hyperscale data center that had already purchased land in AMATA industrial estates. Comment: With a new MoE – people are […]
Read More →BWG’s corporate rating upgraded to “BBB” with a stable outlook due to strong financials and debt reduction. Comment: On paper – this company should be amazing, in reality…meh. CIMBT aims to expand its IFA team to 500 by year-end, targeting 10–15% AUM growth. DELTA, dubbed the “backbone” of the SET Index, hit a 6-month high […]
Read More →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 […]
Read More →CBG’s strategic partnership w/ Tsingtao is expected to be a game changer for FY26 earnings, CBG to benefit from wider overseas mkt exposure vis Tsingtao distribution network plus upside from energy drink concentrate sales, opportunity to expand others functional drink abroad. Comment: Hats off to the owner…he’s going after all the big boys without a […]
Read More →88TH, a beauty & wellness products manufacturer (88 Thailand), debuts its IPO with 59.5m shares at Bt5.45 each, led by CGS. Comment: I have wondered about this stock…how long before it goes to 0 ERW is expected to be a prime beneficiary of the tourism stimulus in secondary provinces. Its Hop Inn budget hotel chain […]
Read More →ADVANC targets non-mobile business to reach 20% of overall in 3 years, focusing on retail, entertainment, and digital financial, with flagship virtual banking to start in Jul 26. Comment: Fake digital banking. BAM: keeps FY cash collection target at Bt17.8b after logged Bt10.15b in 1H, launch NPA sales campaign (Opportunity for all) target freelance & […]
Read More →Retail bondholders of ACAP have petitioned the police and the SEC to expedite the recovery of unpaid debts that have remained unresolved for over five years, seeking to restore investor confidence in the market. Comment: Get ‘em boys, but you’re not getting anything b/c it was unsecured debt….know what you’re buying.. BANPU’s natural gas unit, […]
Read More →AOT said all 6 airports under its management has received 11% rise in winter slot from Oct 25 – Mar 26. ITEL’s planning to launch automated dispensing cabinet (ADC) for e-Prescription, seeking to branch out from telcos & fiber network services to hospital info sys, expects to roll out in 4Q. JTS expects to complete […]
Read More →AOT: Korean-based Asiana Airlines will increase flights Seoul Incheon-BK route frm 11 wkly to double daily starting Jan 2026, United Airlines will launch LA-HK-BKK route for summer schedule in 2026, expects to restore direct flights to the US aft safety rating back to CAT1. Comment: I’ll need to do the #’s again, but last I […]
Read More →AEONTS 2Q25 turnaround after 1Q NPL peaked at 5.1%; improved collections, lower credit cost, and THB 150m NPL/NPA gains. Comment: We’re all watching this space…. AOT Air India Express to launch daily Bengaluru BKK flights on Oct 18, expand routes to Lucknow, Pune, Surat, and Hyderabad Phuket. PTT-EA-NEX-CWT consortium targets EV bus leasing […]
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