đź“Š AH Company Overview AAPICO Hitech Public Company Limited is a leading Thai automotive parts manufacturer and distributor with operations across Thailand, China, Malaysia, and Portugal. The company focuses on OEM auto parts manufacturing, car dealerships, and IoT connectivity & mobility solutions. Its core business includes metal forming, forging and machining, casting, plastic parts and […]
Read More →đź“Š 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 →KTC has received BOT approval to return licenses for certain payment service businesses, including electronic money transfer and bill payment services. Business dissolution is expected to be completed by 2Q26. Comment: Cost cutting – that’s the mode Thailand and every company is in at the moment, which only further ruins the domestic growth story. What’s […]
Read More →ADVANC: Reported data usage surged 226% y/y during Dec 31–Jan 1, 2026, driven by spikes in mobile usage, live streaming, and broadband demand. AOT: LOT Polish Airlines to resume Warsaw–Bangkok route with five weekly flights from Oct 26, 2026. Separately, SCOOT adds five weekly Singapore–Chiang Rai flights from Jan 1, 2026. DUSIT: Group CEO Chanin Donavanik acquired 1.2m […]
Read More →24CS (to be EMPIRE): Shareholders approved rebranding 24CS to “Origin Global Empire”, with a new stock symbol EMPIRE effective early Nov 2025. The move supports its diversification into cosmetics and health supplements. (Hoonsmart) Comment: Going from HVAC’s to cosmetics and health supplements….well why not. AOT: Air France will launch three weekly direct flights from Paris–Charles […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →ADVANC – TRUE – NBTC disagrees in principle with US demand to fully open up local telecom market to foreigners as part of recent tariff negotiations. TH’s type 3 telco license is closed to maintain national security where operators providing services to large number of consumers via their own network. US also asked TH to […]
Read More →ADVANC x THCOM: enhanced network and satellite terminals for border command centers, mobile task units and strategic border areas to facilitate seamless communication for military officers, improve coordination & real-time situational monitoring. Comment: Has gulf become a strategic national asset of importance? If so, could the country nationlise it? And then pigs will fly BCPG […]
Read More →GULF’s expected to report Bt58.5b Net Profit in 2Q, +797% yoy, thanked to ~Bt52b booking of ADVANC’s fair value, while normalized profit is expected at ~Bt7.24b, Thunhoon. Comment: Well there you go, that’s going to help to pump the name a bit. PTTGC is expected to take the final hit in 2Q from inventory & […]
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