BJC: is expected to report turnaround 4Q from +2% SSSG yoy, higher fresh food sales revenue from price hike & improved inventory management, higher rental revenue yoy after cod-ed of 5-7th floor of BIGC Ratchadamri branch, aims to list retail unit, BIGC, on SET in 2H25. Comment: Note that this isn’t volume growth. TISCO: FY […]

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Zero buyers, look at the beautiful red of practically every sector ex telcos and tech. Aeon’s numbers scared me (again): “AEONTS reported 3Q24 (end of Nov 24) at Bt788.57m, +11.7% yoy, beats Bt687m consensus, thanks to Bt94m gain on disposal of AEON Microfinance (Myanmar) in Nov 2024, operation wise PPOP came in at Bt2.6b, -4.9% […]

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