CPN: Investing Bt800m in Disney–TAT year-end campaign, targeting +25–30% 4Q25 foot traffic. KTC: Targets 1–2% loan growth, 250k new cardholders in 2026; NPLs guided below 2%, margin supported by lower credit costs. Comment: What does that say about the economy if loan growth is +1-2% from this unsecured loan player… PRM: Exploring OSV expansion into Middle East to diversify earnings. […]
Read More →Notable Transactions Buy(s) THB 87 mn Sell(s) THB 39 mn
Read More →BH offers quick management updates on Phuket progress, stating construction is on-track for completion in 1H27 and still confidence in the premium market in TH’s 2nd largest provincial economy; Phuket’s average annual income per head is at Bt390k, 62% higher than the country’s overall average. Comment: Let’s see how quickly they can ramp up occupancy […]
Read More →AEONTS is expected to be major beneficiary from BOT extended the reduced min credit card pmt rate of 8% till eo-FY26 from original deadline of Dec 31,2025 as majority of AEONTS customers are low income earners, BOT measures wud help prevent vulnerable debtors become NPL. Comment: Jesus….consumers are broke… BDMS upbeats 4Q erngs from improved […]
Read More →BAFS: The mgmt said a surge in fuel refueling volume in the 4Q25, reaching its peak season which will be supported by SEA Games and athletes boosted fuel refueling volume. Growth is expected to continue next year, despite challenges from airports raising PSC. BAFS is preparing for a significant turning point in its pipeline transportation […]
Read More →ADVICE anticipates higher IT products in 2026 due to supply shortage, ending support of Windows 10 would trigger users to shift to Windows 11 which need to update hard/software and applications to align with new OS. Comment: If you are a tech nerd, get a windows 10 laptop and enjoy the speed and use it […]
Read More →FTSE Rebal on Dec 19th=> FTSE SET Large Cap:Addition: THAIDeletion: AWC => FTSE SET Mid-Cap:Addition: AWC, SCC.Deletion: PTL, PSL, PSH, SNNP, STECON, TQM => FTSE SET Sharish IndexAddition: BLC, BBIK, CKP, INETREIT, NEX, KISS, SCC, STPI, TSTH, UVAN.Deletion: AOT, BJCHI, MC, PSH, PLUS, SAMART, SAT, SPALI, TIPCO
Read More →The flood news is finished? Hello Ayutthya and Hat Yai are still under water but ok, the newsflow is back to Thailand vs Cambodia…but what if this was already planned weeks ago and was only postponed by the floods…
Read More →Notable Transactions Buy(s) THB Sell(s) THB 17 mn
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