📊 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 […]

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AOT plans to launch an aviation market promotion project aimed at stimulating flight volumes and passenger traffic, with a focus on attracting international tourists — particularly from China — to support a more sustainable tourism recovery. Comment: Chynaaaaaaaaaaaaaa, as if this will make a difference, offer some free holy durians instead to winnie the xi […]

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KTB: The bank is preparing for a weaker outlook after assessing a slowdown in loan growth, in line with Thailand’s projected 2026 GDP growth of 1.5–1.8%. Management is also exploring new S-curve businesses, including an asset management company (AMC), to diversify revenue amid global and domestic risks. Comment: The loan growth slowdown is b/c the banks […]

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BEM: Nearly 500,000 visitors attended the Red Cross Fair in its first three days, driving strong traffic at BEM-operated MRT stations (Lumpini, QSNCC, Tao Poon, Ladprao). Management cited higher revenue from services and commercial space, underlining BEM’s leverage to large-scale urban events. DELTA is down 23.8% from its early-Nov peak, with local media citing concerns […]

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AOT will start the search for a new CEO as incumbent Kerati Kijmanawat has submitted his resignation, effective April 24, citing personal reasons. Comment: Mr. T & friends want their folks in charge so they can handle kickbacks…I mean .. this is what a little birdy said .. I mean .. I am of the […]

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BCP’s Bt10b SAF factory on schedule to test run on Apr 25, adjusted estimate payback to 5-7 years from 3-5 years in previous feasibility as some jet fuel customers have postponed plans to legally require aircraft operators to enforce SAF usage. Comment: No one wants to waste money on this green $hit anymore. BEM: CK […]

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CPN sets Bt120b capex over next 5 years to invest in new malls in BKK, Nonthaburi & Khon Kaen, will cod Market Place Theparak community mall on Mar 28, followed by Central Park & Central Park offices in Aug and Central Krabi in Oct, revamp malls are set to open later this year including Central […]

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BANPU’s preparing two gas-fired power plants in the US to capitalize on an upward trend in forward power price within the Texas market, which are expected to nearly double in 2025. BCP: Capital Asia Investments cuts holding by 9% to 4.8612% on Mar 5. Comment: Yes – but it’s been switched between the same parties. […]

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ADVANC’s expected to report Bt8.89b 4Q24 Net Profit, +27% yoy, fastest pace in last 5 quarters, supported both resilient mobile and broadband customers. Comment: Just go to the AIS Serenade stores, you’ll see the cost cutting. Aren’t duopolies great? INTUCH pays Bt6.54 special dividend, XD Feb 19. Its top holder, GULF, will book Bt8.8b dividend […]

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MINT forms venture co with JPN partner, Royal Holding, to develop 21 lux hotels in JPN by 2035. Comment: Active again…what am I missing here? It does feel like its picking up. OSP is expected to report sluggish 4Q from shrink domestic energy drink market share and surged marketing exp & FX loss from operation […]

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