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 →ATP30 Expands Solar Rooftop & E-Bus Fleet: Phase 2 solar rooftop capacity +120kW; fleet expansion to 30 e-buses by year-end. E-bus margins are 25% higher than ICE vehicles. COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin recovery, cost savings, and new product launches; 2H25 sales +13%-14% YoY. Comment: Thailand is the coconut […]
Read More →ATP30 Expands Solar Rooftop & E-Bus Fleet: Phase 2 solar rooftop capacity +120kW; fleet expansion to 30 e-buses by year-end. E-bus margins 25% higher than ICE vehicles. Comment: Well with the cronies fully back in charge, perhaps all these ridiculous ideas will work again… COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin […]
Read More →ADVANC in collab with National Saving Fund to offer its subscribers to buy retirement lottery via its myAIS, expecting to be launched in 4Q25. Comment: The “organisations†that used to make that 20 baht spread are going to be p’ed off. Yes a lottery ticket in thailand is supposed to only cost THB 80, however […]
Read More →COM7 fired an employee at mobile retailer Studio 7, filed a police complaint and issued public apology aft data of one of the customers was leaked and shared without a consent. Comment: I’ve taken the assumption that all of our data is not private. Assume the same.. PLANB flies TH national flag at 3 digital […]
Read More →BGRIM mulls increasing proportion of direct PPA on power sales in portfolio, target data center & AI infrastructure. Comment: What happened to their renewable port and targets? DE PTTEP keeps FY O&G sales volume target at 510k boepd, EBITA margin btw 70-75%, sees 2Q sales momentum remain strong aft increased stake in Sinphuhorm project, larger […]
Read More →CENTEL: officially cod-ed of 142 villas resort, Centara Grand Lagoon Maldives. SEAFCO: anticipates local contractors have the upper hand on government project going forward after China Railway’s 10th put in spotlight following the collapsed of 32-storey State Audit Office, maintain Bt 2b FY revenue target, aims to fill Bt 800m foundation work backlog to Bt […]
Read More →Notable Transactions Buy(s) THB 180 mn Sell(s) THB 243 mn
Read More →DOHOME sees positive SSSG in Oct-Nov supported by resumption of government project following government budget disbursement started in Oct, surged demand for home improvement upcountry posted harvest season, expects GPM widen in 4Q to 17% vs 16.4% in 3Q from stable steel price, sets Bt450m capex to open 3 branches next year (2 in 2Q25 […]
Read More →CRC sets Bt1.6b capex for 2024-27 to expand Tops supermarket, to become largest supermarket in the country with >1,000 branches. Comment: Step aside IVL, there’s a new cookie munster in town. NSL maintains 19% FY24 revenue growth target from Bt4.8b last year after logged Bt2.76b in 1H, 3 key businesses (fresh bake bakery & foods, […]
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