📊 AOT Company Background Airports of Thailand Public Company Limited is the leading airport operator in Thailand, managing six major international airports including Suvarnabhumi and Don Mueang. The company facilitates international and domestic air travel, generating revenue through aeronautical services and commercial concessions such as duty-free and retail operations. Market Cap (THB): 782.14B Market Cap […]
Read More →📊 ATLAS Company Background Atlas Energy Public Company Limited is a prominent energy distributor in Thailand, primarily engaged in the distribution of Liquefied Petroleum Gas (LPG) for household, automotive, and industrial use. The company operates a comprehensive supply chain including storage terminals and a logistics network to serve retail and commercial customers nationwide. Market Cap […]
Read More →📊 AMATA Company Background Amata Corporation Public Company Limited is a leading developer and manager of integrated industrial estates in Thailand and Vietnam, providing land, infrastructure, and utility services to a global client base in key manufacturing sectors. Market Cap (THB): 20.70B Market Cap (USD): ~$0.65B (at ~THB 32/USD) Current Price: THB 18.00 (as of […]
Read More →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 […]
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