BANPU: forms 65:35 JV with AMATAV to expand solar business in Vietnam. BBL: is partnering with the MIT to bring the power of AI and digital innovation to Thai SMEs and the agricultural sector. Comment: HAHAHA, Bangkok Bank being tech savvy? bwahahahahahahahaha CPN: has seen surge traffic thru malls as spenders come for dine-in to […]
Read More →ADVANC : Pratthana Leelapanang will succeed Somchai Lertsutiwong as AIS CEO. He joined AIS in March 1997, previously serving as Executive Vice President for Marketing (2013–2017) and Chief Consumer Business Officer (2017–July 2025), before being named Deputy CEO. (Bangkok Post) ATLAS: Management is optimistic about government tourism measures, which are expected to boost LPG travel […]
Read More →Notable Tranactions Buy(s) THB 311 mn Sell(s) THB 317
Read More →BBL : NVDR holding in BBL rose to 23.64% from 23.1% last Friday. If it continues to approach the 25% limit, the SET may temporarily suspend purchases of BBL-R, as seen 3–4 times in the past. Foreign headroom remains ample at 55.7m shares. Comment: This happens every now and again… BPP/BANPU : Banpu Power is […]
Read More →TKN now belongs on your POS list. or perhaps we should just call this “Owners so stupid they run into glass doors” list Here’s a summary from a broker/news. The SEC has imposed civil penalties on Mr. Itthipat Peeradechapan, CEO and major shareholder ofTaokaenoi Food & Marketing (TKN), and four associates for insider trading between […]
Read More →A broker expects SAWAD and ITC to replace VGI and BCP in the SET50 for 1H26, while PTG, STECON, and GFPT are likely to replace JAS, SISB, and WHAUP in SET100. The official announcement is expected in mid-December. Comment: Let’s see BPP’s natural gas unit, BKV Corp, agreed to acquire an additional stake from BPP […]
Read More →SC: Sold its 40% stake (8mn shares) in SC CD4 to Tokyo Tatemono Thailand (TTT) for Bt104.5mn; both firms will jointly develop a new project in the Rama IV area. Comment: Given how the Yen keeps dropping, perhaps this explains all of the conglos thinking about investing throughout the world. TOP: Moody’s affirmed its Baa3 […]
Read More →ADVANC: AIS provide more convenient for the public by expanding 5G, 4G and free WiFi signals, battery charging points and drinking water nearby the Grand Palace. , Sanam Luang and Ratchadamnoen Ave. (Hoonsmart) ITTHI: The management is accelerating its work on three key projects: EV charger installation, EV transformation, and lighting. The EV charger installation […]
Read More →24CS (to be EMPIRE): Shareholders approved rebranding 24CS to “Origin Global Empire”, with a new stock symbol EMPIRE effective early Nov 2025. The move supports its diversification into cosmetics and health supplements. (Hoonsmart) Comment: Going from HVAC’s to cosmetics and health supplements….well why not. AOT: Air France will launch three weekly direct flights from Paris–Charles […]
Read More →AAV: Stock jumped 8.4% y’day after Cabinet approves tourism incentives that starts from Oct 29th to Dec 15th. (Hoonsmart) Comment: Low oil prices, forget Chinese, #’s of flights and occ are still good. ADVANC rolls out campaign and smart living pdts to boost sales at Thai Mobile Expo event Oct 23-26, debut new service, AIS […]
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