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 →AOT: Heightened Security at Suvarnabhumi After Unidentified Drone Sightings. Airports of Thailand (AOT) has tightened security measures at Suvarnabhumi Airport after detecting unidentified drones in nearby areas. Authorities confirmed no impact on flight operations or schedules, with additional detection systems, anti-drone equipment and increased patrol frequency deployed. Comment: Yawn… 88TH Targets 30% Revenue Growth in 2026, […]
Read More →BJC :9M25 profit fell 24.7% y/y, pressured by weak economic conditions and store renovations. 170 Big C Mini stores were closed, while new openings lagged targets. Performance across business groups was mixed; in 3Q, packaging, healthcare & technical supplies, and retail all contracted. Retail remains the core revenue engine, with management continuing to close underperforming […]
Read More →MFC / 88TH – MFC clarified its 13.85% stake in 88TH resulted from a share transfer under Thailand’s Ministerial Shareholding Act and that MFC is not the ultimate beneficial owner, despite becoming the second-largest shareholder. Comment: Uh huh…and the ultimate beneficial owner isn’t disclosed? AOT – Noted that Indonesia’s Citilink (Garuda Group) launched daily Jakarta–Bangkok (DMK) flights, supporting inbound regional travel. […]
Read More →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 […]
Read More →AQUA The SEC imposed civil penalties on a former AQUA board member for insider trading, ordering compensation and fines totaling THB 19.3m, along with a 14-month ban from serving as director or executive. Comment: The SEC is working hard these days… BBIK upbeats 4Q erngs frm rev recognition frm cloud migration, virtual banking and architecture […]
Read More →CPN: Investing Bt800m in Disney–TAT year-end campaign, targeting +25–30% 4Q25 foot traffic. KTC: Targets 1–2% loan growth, 250k new cardholders in 2026; NPLs guided below 2%, margin supported by lower credit costs. Comment: What does that say about the economy if loan growth is +1-2% from this unsecured loan player… PRM: Exploring OSV expansion into Middle East to diversify earnings. […]
Read More →Notable Transactions Buy(s) THB 87 mn Sell(s) THB 39 mn
Read More →BH offers quick management updates on Phuket progress, stating construction is on-track for completion in 1H27 and still confidence in the premium market in TH’s 2nd largest provincial economy; Phuket’s average annual income per head is at Bt390k, 62% higher than the country’s overall average. Comment: Let’s see how quickly they can ramp up occupancy […]
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