Company/Financials bid.vn, dig.vn, dpm.vn, kdh.vn, nvl.vn, pdr.vn, pnj.vn, stb.vn, BID VN: signed with IMG a comprehensive cooperation agreement for 2025–2030. The partnership aims to leverage each side’s strengths to enhance the value of IMG’s real estate and industrial projects, with BID providing banking services and funding support. DIG VN: Mr. Nguyen Hung Cuong, Chairman of […]
Read More →BBL: 1Q net profit @ Bt12.61b +19.8% y/y, beat Bt11.35b consensus, better than expected non-NII & lower than expected LLP able off set sluggish loan and soft NIM at 2.89% vs 3.06% y/y due to rate cut impact & effort to restructure debts with interest haircut after NPLs repeatedly relapsed. Comment: Oh – the banks […]
Read More →AAV: launches new route: Phuket-Medan, Indonesia, offering 4 weekly flights connecting world largest volcanic crater lake and beach town. Comment: Medan is the smuggling capital of Indonesia. I don’t see why it’s a connection point other than to placate a few wealthy folks (or could it be for labour?) why do I think this? Having […]
Read More →IVL: divest PTA manufacturing facility in Portugal. Comment: A DIVESTMENT??? IVL SELLING? IT’S GOING TO SNOW IN THE STREETS OF BANGKOK! OR: expects marketing margin improve if government decided to lift price curb on diesel after state oil fund turns positive. Comment: Anti-oil play….voila….this could turbocharge…
Read More →A short coming week for the Thai market as the country is still waking up from it’s Songkran holidays. We’re in the midset of 1Q25 earnings season + dividend season – but this doesn’t matter as flows and emotions have continued to take over the market. Regarding trumpy’s moves…well I look at oil…anti-oil plays continue […]
Read More →Notable Transactions Buy(s) THB 327 mn Sell(s) THB 120 mn
Read More →JMART: Local prices of mobile and IT products are not expected to be affected in the near term by new US import tariffs, as most products are manufactured in Asia. However, costs may rise for new product batches in 4Q if raw material prices increase. Comment: Everything comes from China, Taiwan & Vietnam and Thailand […]
Read More →CCET reported March electronics components sales +11% yoy to US$ 332m, +2.66% mom, 1Q25 sales +15.8% yoy to US$ 1.02b. Comment: Oh, revenues’ still continue to increase. For those unware, taiwan co’s report their revenues (only) on a monthly basis KTC: credit rating upgrade to AA from AA-, stable outlook at TRIS, continuous improvement in […]
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