Smart Grid – Electricity market moving toward decentralisation — EGAT, MEA, PEA, ERC and WHAUP are pushing grid modernisation as Thailand accommodates more renewables and distributed generation. TPA, Grid Code, wheeling charges and Smart Grid infrastructure will become increasingly important to enable private power trading and industrial access to green electricity. CP / Airport Rail […]
Read More →KSL.BK — Khon Kaen Sugar Industry PCL Manufacturer and distributor of sugar and molasses in Thailand, Laos and Cambodia. Also generates electricity, produces ethanol and bio-fertilizers, and has real-estate rental operations. Market Cap (THB) 7.72 B Market Cap (USD) 232.5 M Current Price 1.75 THB 52-Week Range 1.19 – 1.81 P/E (TTM) N/A P/BV 0.33 […]
Read More →SCB X Public Company Limited (SCB.BK) SCB X is Thailand’s leading financial group, operating commercial banking, consumer & digital finance (CardX, AutoX, MONIX), securities, and technology platforms. It serves corporate, SME and retail customers through a mix of traditional banking and digital lending/investment services. Market Cap (THB) 508.5 billion Market Cap (USD) 15.04 billion Current […]
Read More →📊 BA.BK Company Background Bangkok Airways Public Company Limited, together with its subsidiaries, provides air transportation and airport services. The company operates through Airline, Airport, and Supporting Airline Business segments. Market Cap (THB): 29.46B Market Cap (USD): ~$0.91B (at ~THB 32.40/USD) Current Price: THB 14.40 (as of 20 May 2026 close) 52-Week Range: THB 10.60-18.90 […]
Read More →📊 KGEN Company Background King Gen Public Company Limited is a Thailand-based provider of logistics and transportation services, including passenger transport, car rental, and related support services, currently focusing on expanding its utility as a distribution layer in emerging technology and gaming markets. Market Cap (THB): 2,768.18M Market Cap (USD): ~$85.1M (at ~THB 32.5/USD) Current […]
Read More →KTC has received BOT approval to return licenses for certain payment service businesses, including electronic money transfer and bill payment services. Business dissolution is expected to be completed by 2Q26. Comment: Cost cutting – that’s the mode Thailand and every company is in at the moment, which only further ruins the domestic growth story. What’s […]
Read More →AMATA’s assessing the impact of 36% US tariff, but was in line with its expectation, still keeps 3,500 rai land sale target this year, while WHA said no impact to its main customers, EV and data center, but assessing impact on electrical appliance clients, firms on 1,750 rai land sale target. Comment: Let’s see how […]
Read More →CENTEL: upbeat outlook after announced hotels & resorts expansion plan at ITB Berlin travel exhibition, will launching new hotels including Centara Indonesia & Nepal, Centara Grand Lagoon Maldives, 2 facelift projects including Centara Grand Beach resort Hua-Hin & exclusive villas under Centara collection plus fully refurbished Centara Grand Beach Krabi and repositioned as Centara Reserve […]
Read More →AMA: former Minister of Tourism & Sports, Phipat Ratchakitprakarn, raised holding by 2.8962% to 6.8119% on Sept 25. CFARM’s board approved Bt420m investment in dairy farm business, starts with 1,250 milking cows at 1st phase, seeks to branch out from poultry biz to diversify earnings, target cod 1Q26. Comment: Now this is interesting…different economics all […]
Read More →AAV sees lower demand during 2Q & 3Q on seasonal, avg load factor of domestic mkt dropped to 90% in 2Q vs 94% yoy, international routes at 90% in 2Q up from 83% yoy, urges govt to consider reducing jet fuel tax from current Bt 4.726/l to lower travel costs for domestic tourists, will open […]
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