AAI sees no impact from Trump trade policy on pet food business, mulls increasing exposure in middle east to diversify earnings, additional production capacity of 3ktpa up on stream from 1Q25 to boost this year earnings. EA announced cash call via RO, selling 4.95b shares to existing holders, issue free warrant (EA-W1) not exceeding 1.237b […]
Read More →ACG anticipates 1Q25 turnaround from surged traffic thru 15 branches of Fast Fit auto maintenance center supported by Easy E-Receipt shopping tax rebate, fluids & parts sales via online. Comment: Just don’t see how they’ll become competitive in scale versus B-Quik. STECON reported construction backlog topped 2 years high >Bt112b at end of FY24, mulls […]
Read More →ACE reported cod-ed of 5 solar projects combined 35.4mw, lifted total to 89 projects with total installed capacity of 726.15mw (34 cod-ed 349.21mw & 55 under development 376.94mw). AWC upbeats FY25 outlook from 13% increased hotel room capacity (7,052 rooms) as several hotels scheduled to cod this year including Melia Pattaya, Pattaya Marriot, Fairmont BKK […]
Read More →Notable Transactions Buy(s) THB 472 mn Sell(s) THB 526 mn
Read More →And we’re off to the races! 2024 was a trading year for the SET, the launch of Vayupak fund (#3) took the market up from 1250 to 1400 levels and the market effectively hovered around allowing the SET to be flat for the year in THB terms. But if you had ADVANC, TRUE, CCET, DELTA, […]
Read More →In the past two years there’s been quite the flurry of activity in the software space. I’m a computer nerd, I remember building a computer with a 486 dx2 66 Mhz processor with 4 mb of ram. And when I realised that I could overclock the CPU, I nerded out hard – (note it eventually […]
Read More →AOT: Etihad to open link from UK to 7 Asian cities via its Abu Dhabi hub, will start direct flight to Krabi from Oct 2025 follow by Chiang Mai from Nov. Comment: Etihad vs Emirates, lfg! tourism will continue to boon in Thailand. BA sees advance booking from 4Q24 till end of 1H25 +12% yoy, […]
Read More →AH sees windfall from Honda & Nissan M&A deal as it’s already suppling OEM parts to both, multiple manufacturing bases in TH, CN, Malaysia, Portugal providing competitive advantage from risk diversification. Comment: There’s no windfall…volumes would remain the same. SEC asks CPAXT to clarify its investment in Happitat by 25 Dec, amid concerns of conflict […]
Read More →ORI reaffirms solid 4Q driven by transfer of 3 residential projects combined worth Bt7b including Origin Plug and Play Sirintorn Station, So Origin Phahol 69 and Knightbridge Space Sukhumvit-Rama 4, maintain Bt26b FY24 transfer target. Comment: They need to go bow down to CP for saving their butts….no more property co’s going under… SISB sees […]
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