CPAXT mulls revamping fulfilment center to improve sales from omni channel, expand private label & exclusive items to boost margin, sees no impact from TH-C’dia border dispute on co., has only 3 branches in Cambodia (2 in Phnom Penh & 1 in Seam Reap) account for <1% of total rev. Comment: CPAXT should instead mull […]
Read More →Thai Airways has made Thai stocks great again. I’m only half joking, but after the technical double bottom in the markets, the SET has woken up and is one of the best performing equity markets over the past 6 weeks, in…the….world! Thai airway’s is a simple story…no debt on the b/s, growth story, there’s a […]
Read More →Notable Transactions Buy(s) THB 5 mn Sell(s) THB 28 mn
Read More →DELTA sees “double-digit” sales growth to continue for at least next couple of yrs on rising demand for AI-related tech, said CEO, while AI-related products will a/c for half of its sales by eoy, up from 42% in the latest quarter with strong momentum and the data-center segment is propping up both top and bottom […]
Read More →DELTA anticipates the AI boom will boost sales of networking and data-center power equipment. New AI hardware from NVIDIA and peers is expected to increase demand for advanced power supply and thermal solutions. Comment: Pumping it at the right time? GPSC expects stronger 3Q earnings from improved steam and electricity sales to industrial users. Natural […]
Read More →ALT: board approved investment in 2 fiber optic pj including fiber ntwrk connecting BKK-EEC area and submarine cable pj in Satun province combined worth Bt1.594b, expects to gen approximately Bt150m-190m p.a. Comment: In theory this should be a decent business model – but given the structure of the industry, it doesn’t perform as it should. […]
Read More →Zero of note – it’s in the midst of earnings season, after the 15th August we’ll see what happens.
Read More →ADVANC x THCOM: enhanced network and satellite terminals for border command centers, mobile task units and strategic border areas to facilitate seamless communication for military officers, improve coordination & real-time situational monitoring. Comment: Has gulf become a strategic national asset of importance? If so, could the country nationlise it? And then pigs will fly BCPG […]
Read More →ADVANC revised up FY service revenue growth to 4-6% from 3-5% previous guidance, up EBITDA growth to 4-6% yoy. Comment: Market share gain? Whilst True will say losing the EPL means nothing (and they’re probably right financially), it’ll still create the narrative that AIS is winning market share.. GULF to book Bt8.2b dividend income from […]
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