AAI sees no impact from trade war, will add new pet foods products in line up, eyes Bt6.5b FY25 revenue target. Comment: Trump is going to save the pets in america, I’m not worried about tariffs for this industry “They’re eating the dogs, they’re eating the cats…” ILINK signed power distribution improvement project with Provincial […]
Read More →IMPACT: sky entrance & pink line monorail feeder to conventional center on track to cod in May, expect traffic & OCC rate jump in fiscal yr 2025 (start Apr 25). Comment: It’ll benefit more them more than the market is forecasting. MINT targets high single digit revenue growth supported by existing hotels network, tailwind from […]
Read More →I can’t think of a better picture for the Thai market at the moment. At the end of the day, all of these names have fallen or are falling for valid fundamental reasons. CPAXT and CPALL due to the potential investment into Seven & I and the potential stress on their respective balance sheets. OSP […]
Read More →AOT: liquidity problem on King Power duty free is expected to weigh on future earnings due to uncertainty of rental fee collection, potential provision, tabloid. Comment: Didn’t realise that even King Power has CF issues (there is a good conspiracy theory I’ve heard…you may use your own imagination…) PLANB: board approved acquisition of digital billboard […]
Read More →Notable Transactions Buy(s) THB 3.7 mn Sell(s) THB 0 mn
Read More →LTS: affiliates co., SIAM AI, installed 2 units of Nvidia Grace Blackwell system, GB200 NVL72 GPU, Bt100m each to accommodate extremely large AI model will takes delivery additional 46 units by end of-May, allots additional Bt50m for network & server upgrade to accommodate hyperscaler clients. Comment: This was a pumped name in 2024…let’s see how […]
Read More →AOT’s expected to report after close Bt5.75b 1Q25 (ending Dec24), +23% yoy, on recovery in passenger and flight volumes. ATP30 eyes 10% FY25 revenue growth target driven by larger shuttle fleet clients base yoy, to branch out from industrial clients to tourism sector to diversify earnings, expand sector covers, mulls expand fleet size to 760 […]
Read More →AOT: Transport Ministry sees surged demand for flight slots for an upcoming summer schedule from Mar 30 till Oct 26, expects govt new measures attract more international arrival & spur demand for domestic travels. CCET reported Jan 25 electronics components sales at $366.95m, +4.76% mom, +18.7% yoy. Comment: Refer to the Taiwan listed entity to […]
Read More →B’s keen on high dividend payout (70-80%) rather than buyback, aims to use capital to expand consumer credits (digital lending, credit card, auto title loan), firms on plan to pursue virtual banking license, low credit cost is vital under stagnant loan growth environment. Comment: No surprises for why this is the case…until the government gets […]
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