In the past two years there’s been quite the flurry of activity in the software space. I’m a computer nerd, I remember building a computer with a 486 dx2 66 Mhz processor with 4 mb of ram. And when I realised that I could overclock the CPU, I nerded out hard – (note it eventually […]
Read More →AOT: Etihad to open link from UK to 7 Asian cities via its Abu Dhabi hub, will start direct flight to Krabi from Oct 2025 follow by Chiang Mai from Nov. Comment: Etihad vs Emirates, lfg! tourism will continue to boon in Thailand. BA sees advance booking from 4Q24 till end of 1H25 +12% yoy, […]
Read More →AH sees windfall from Honda & Nissan M&A deal as it’s already suppling OEM parts to both, multiple manufacturing bases in TH, CN, Malaysia, Portugal providing competitive advantage from risk diversification. Comment: There’s no windfall…volumes would remain the same. SEC asks CPAXT to clarify its investment in Happitat by 25 Dec, amid concerns of conflict […]
Read More →ORI reaffirms solid 4Q driven by transfer of 3 residential projects combined worth Bt7b including Origin Plug and Play Sirintorn Station, So Origin Phahol 69 and Knightbridge Space Sukhumvit-Rama 4, maintain Bt26b FY24 transfer target. Comment: They need to go bow down to CP for saving their butts….no more property co’s going under… SISB sees […]
Read More →ASW to launch 1-2 projects annually in Pattaya worth Bt2b to capitalize on strong demand from diverse buyer segments, particularly foreigners seeking to diversify from China following Trump’s victory. COCOCO revised up FY25 revenue target to Bt10b from Bt8.5b supported by new clients from US & AU, broader range of coconut products (coconut oil for […]
Read More →CP decided to save a family member and the market took a dump. Until this week one could’ve argued that the SET was going to finish the year up, but nope – here we go back below 1,400. Granted a lot of the drop is regional as well…but hey let’s close our eyes to the […]
Read More →Notable Transactions Buy(s) THB 180 mn Sell(s) THB 243 mn
Read More →AMA: Labour Minister, Phipat Ratchakitprakarn, cuts holding by 2.8962% to 3.9156% on Dec 12. AP acquires residential developer, Nayara Sukhumvit, from Narai Property for Bt56m, will hold 99.98% of co., post transaction. BE8 forms jv with TIPH, Horixon T8, to provide tech services to Dhipaya Group holding in insurance industry and expand services to other […]
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